Appointments in Sharedo are used to capture information about meetings or events that may be occurring. Common examples (and a specialised type) are court appointments. Other examples include meetings, conferences etc, and medical appointments.
Where your organisation is using calendar synchronisation, appointments can be pushed through into your Outlook calendar.
Manually Creating an Appointment
From your work item, you can select the Task Menu > Appointment to create a new appointment.
Phases
The standard out-of-the-box task has the following phases.
- Draft – The appointment is in draft but has not been sent
- Planned – Appointment is confirmed
- Cancel – Appointment is cancelled
- Complete – The appointment has been completed
Key Information
| Information | Description |
|---|---|
| Attachments | Allows you to drag and drop the expected document onto the document expectation. |
| Attendees | The list of participants who will be attending the meeting |
| Location | The location of the appointment |
| Reference | A unique, usually system-generated, reference for a task. This can be used to search for the task |
| Subject | The subject of the meeting |
| Type | The type of appointment e.g. meeting, conference call etc. |
| Description |
A larger field that allows you to enter more information about the task. You can use the formatting controls to create lists, links or generally format this information.
|
| Start / End Date |
The start and end date / time of the event The all-day event button can be checked to say this is an all-day event. |
| Timezone | The timezone in which the task is operating |
| Assigned To | The user or team to whom the task is assigned. |
| Tags |
Tags can be used to group tasks together or can be used to filter in worklists or chronology. To add a tag, enter the word you wish to add and then click the add option. You will be able to select from a list of previously used tags |
| Comments | Use the comments navigation bar to add comments to a task. If configured to do so, these comments may also appear on the parent work item. |
