Diary Administration to Communication (Web App)

Why Use This Function:

The Display Options feature enables you to tailor the Diary’s appearance according to your preferences, optimising visibility and workflow efficiency. By adjusting these settings, you can choose to display only active bookings for a cleaner interface, manage the visibility of tasks, or review deleted or historical bookings as needed. This customisation ensures quicker navigation and a more focused view of relevant information, helping you work more effectively within the system

The Contents of This User Manual:

• Display Options
• Hide/Show Tasks

• This user manual will start on the Diary screen.

• For more information regarding the Diary screen, please refer to the user manual: The Diary Screen.

Display Options
Display options let you customise how information appears on your screen, making it easier to view and work with the data most important to you.

• Click on the Display Options drop-down menu.

• Click on the Show All Bookings button.

• This option displays all booking entries, regardless of whether they have been set as visible or not.

• Click the Show All Bookings button again to view the bookings that have been set up as visible.

Hide/Show Tasks

The Hide/Show Tasks function allows you to toggle the visibility of task-related items in the interface. Its purpose is to provide a cleaner and more focused view by hiding tasks when they are not immediately needed, and showing them again when task management becomes a priority.

💡Please Note: The Hide Tasks option will be selected by default, showing all tasks on the Diary.

• Click on the Hide Tasks button.

• Tasks will be hidden on the Diary screen.

• Click on the Show Tasks button.

• The Diary screen will display all open tasks linked to it.

• Click the Show Closed Tasks button.

• The Diary screen will show all tasks that have been closed.