- Where can you see what?
- What are the different types of calendar entries?
- Do you want to sync Teamleader with your existing calendar?
If you navigate to Planning > Calendar, you'll see everything that's been scheduled for this week, this month or this day in a calendar view. When you select the day view, you'll also have the option to display the route between different meetings. To do so, simply click "Show route" in the left-hand corner. This allows you to always stay on top of things without ever forgetting a meeting. The different types of calendar entries to help structure your work week are tasks, meetings and calls.
Those three are also visible in list view under Planning. There, not only will you see overdue items, but also calls, tasks and meetings that have not been finished yet. And you guessed it already: this overview can be segmented again to always stay right on top of things.
As a next step, you and your colleagues should discuss whether you want to sync your personal calendars to Teamleader. By doing so, you'll have a complete overview of what your co-workers are up to and whether or not they have some time to spare for a meeting, by navigating to Planning > Calendar.
On top of that, you can also easily remain up to speed on your own planning and never lose overview. You don't just see an overview of your work-related planning, but also of your personal plans. Here, you can learn how to link your calendar to Teamleader. More information on how to manage your calendar in Teamleader can be found in this tutorial.
Click here to read the last part on dashboard/planning: Getting started: How do you want to manage your planning?
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