Adding a new event
To add a new event, click on a time slot.
You can also select multiple time slots by clicking on Select time slots...
...selecting suitable times and clicking Proceed.
Either way, a window for adding an event pops up.
It is usually enough to fill in just a few boxes, although there are of course events that require more details and linked data.
If you are using activity types, and we strongly recommend that you do, you don't have to add a title. Activity types enable you to filter planned and already done activities in truly detailed reporting.
The activity types can be managed under Settings > Work and projects > Activity types
The event can be linked to a company, contact person, project, and finances. Again, you don't have to link everything all the time, but a company, contact, or project would be nice. For example, planned and done activities that are linked to a specific company, are very easy to get reporting on. The more links, the better.
If you link a quote to an event, you can access that quote with one click from the calendar. And you'll also see that event in the quote view.
Here you can also link an event to a task, in which case the event is logged under a task as a time entry. Read more on linking events to tasks.
You can select whether the event is personal or not. Personal events will not appear in work reports (but you can view them there if needed) and team members, not even administrators, will see the event details, only that the event is personal.
If you're using Google, Outlook, or MS Exchange integration with Scoro, the events that are marked private/personal in your calendar, are also synced to Scoro as personal.
You can also associate your event with a previously created personal project if you wish to separate your personal events. A personal project is always checked Personal. Read more on projects.
You can also add a status to your event, for instance, if you're going out of the office. Just click on the status button.
If the event is meant for more than one team member, add the participants by clicking on their names, and the event will be added to their calendars.
To select the entire team, for example, just click on the people icon next to the search and select a team, or search for a person, if you have a lot of team members.
Or just add everyone, if it's a company event, for example.
To remove a team member from an event, just click on their picture.
Note! Do not add others to an event just to notify them, doing so will also book their time. Use notifications and filters in the calendar view to stay informed.
Add the resources that are used during the event, so that the whole team would have an overview of the availability of the resources. These could be meeting rooms, company cars, supplies, etc. The resources can be changed under Settings > Work and projects > Resources. Read more on resources.
If the event occurs daily, weekly or monthly, add it as a recurring event, set the interval and the events will appear in the calendar automatically.
To notify participants in Scoro and via e-mail, click on the Notify button. Otherwise, they won't know you added a new event. If needed, send the participants a reminder about the event via e-mail by clicking on the Add reminder button and selecting when they're notified.
If you've filled in everything important, save the event.
There are three types of saving actions:
- If you linked a contact person, you can save and send a calendar invite.
- Save simply saves the event (believe it or not!)
- Save and add another makes it easy to add a similar event with data already filled in