How do I...?

Build 1501 on 14/Nov/2017  This topic last edited on: 13/Jan/2016, at 14:26

How do I learn about the parts of the Planning main tab?

Calendars

How do I create calendar workstates?

How do I create a new calendar?

How do I edit calendar permissions?

How do I create a calendar copy flow?

User calendars

How do I display a user calendar?

How do I change user calendar directory style?

How do I navigate user calendars?

How do I create a new user calendar entry?

How do I edit user calendar entry?

How do I remove user calendar entry?

Events

How do I display events?

How do I change events directory style?

How do I navigate events?

How do I create an event?

How do I send an event to the newsroom?

How do I move an event to another calendar?

How do I remove an event?

Tasks

How do I display tasks?

How do I change tasks directory style?

How do I navigate tasks?

How do I create a task?

How do I create a task from an event?

How do I edit a task?

How do I assign task to a user?

How do I unassign task from a user

How do I assign products to a task?

How do I review products assigned to a task?

How do I assign contact to a task?

How do I change a workstate of a task?

How do I remove a task?

Budgets

How do I display list of budgets?

How do I open a budget?

How do I create a new budget?

How do I create a new budget as a copy of existing one?

How do I check-out a budget?

How do I check-out a budget and tasks?

How do I check-out a task in a budget?

How do I assign task to an user in a budget?

Contacts

How do I display contacts?

How do I change contacts directory style?

How do I navigate contacts?

How do I create a new contact?

How do I edit contact?

How do I remove contact?