To access the Calendar in your Dazos CRM, click on the Calendar icon
in the CRM Toolbar.
From here, you’ll have access to three viewing options by clicking the pop-out icon '
' on the right side of your screen.
My Calendar
Shared Calendar
Calendar List View
We will dig into the three viewing options below.
If you’re interested in modifying your Calendar Preferences or updating your time zone, take a look at this article.
My Calendar View
At a glance, from the My Calendar page, your default view will by your calendar of Tasks and Events for the day.
Adding Tasks to your Calendar & How to Create a New Task from Calendars
Click on the “+ Add Task” button in the upper right of your calendar to begin creating a new task.
Required fields include:
Subject: A brief description of the open action item
Assigned To: This will be yourself by default but you can reassign the Tasks (or action items) to others
Start Date & Time: Will represent when the task is created but can also be updated to represent when the activity should begin
Due Date: Will represent when this action item should be completed by
Status: You will likely be setting future tasks or to-do items as “Not Started”. Always be sure to update tasks to “Completed” to close them out
Save your Task
Adding Events to your Calendar & How to Create a New Event from Calendars
Click on the “+ Add Event” button in the upper right of your calendar to begin creating a new task.
Required fields include:
Subject: A brief description of the event scheduled to take place
Assigned To: This will be yourself by default but you can reassign the Events to others
Start Date & Time: Will represent when the task is created but can also be updated to represent when the event should begin
End Date: Will represent when the event is ending (A meeting for example might have an end date ~1 hour later than the Start Date)
Status: You will likely be setting future tasks or to-do items as “Planned”. Always be sure to update tasks to “Held” to close them out
Activity Type: This should represent the type of meeting you’ll be hosting (Zoom call, tour, etc)
Save your Event
When should you use a Task vs an Event?
Tasks are best used to represent action items, reminders, or follow ups. Events are best used to represent a scheduled meeting taking place. Some quick examples with recommended Types:
A tour of your facility would be an Event
A reminder to follow up after their Discharge would be a Task
A scheduled PA over Zoom or Phone would be an Event
A follow up email on open questions would be a Task
Shared Calendar View
The Shared Calendar view allows users to add other users' calendars to their own view.
For instance, if you want to include a co-worker’s calendar, use the "Add Calendar" button. Choose your desired co-workers, select a color for display, and submit your preferences.
Editing or deleting shared calendars is conveniently done using the pencil or trash icon, respectively.
Calendar List View
In the Calendar List View, all events and tasks created by CRM users are visible. If a call manager is integrated, inbound and outbound calls are also displayed.
The table can be organized by headers, offering flexibility. Users can search, add, and remove different headers to tailor the view according to their preferences.