Scheduling your first appointment and task

Creating an appointment

1. Go to Go to > Calendar.
2. Click the date you want.
3. Fill in the time, the location and, if needed, a repeat.
4. Link the contact(s) you're meeting. The appointment then also appears in their archive.
5. Use the options on the left to add more contact persons or colleagues.
6. Click Save.

Read also: Creating an appointment

Creating a task

1. Choose New > Task, or click the task icon in the toolbar.
2. Link the task to a contact.
3. Set a priority, a deadline and, if you like, a reminder.
4. Does a colleague need to pick up the task? Then link one or more colleagues to the task under Users.
5. Click Save.

You can also create and assign a task straight from an email. The video below shows how it works (in Dutch).

Viewing your tasks

• All tasks are in Go to > Kanban board. Sort by status, creation date, deadline or user.
• Prefer to work visually? Open the Kanban board and drag tasks from column to column. You can also view a colleague's board there.

Read also: Creating and assigning tasks