I would like to have the capability of having a sort of "to-do" list where entries can be made on a calendar. Sort of a pop-up as I woud go into E-Tap for that list of tasks on any given day. Thank you for your consideration!! This would be incrediby helpful to myself and my team.


  • Guest
  • Dec 7 2023
  • Already Works That Way.
Data Entry
  • Attach files
  • Guest commented
    08 Jan 15:43

    Good morning, Kimberly-
    Thank you for sending these instructions over!
    When following through your list, once I click on the Select Tiles and
    Layout link, there is no section for "Organization."
    Please let me know where to go from here - would love to get this
    instituted.
    Thanks again!!
    Best-

    Attachments Open full size
  • Admin
    Kimberly Hammer commented
    05 Jan 20:24

    Thank you for your suggestion, our Calendar functionality allows you to create a "to-do" list on your eTapestry Home screen.

    The first thing you'll need to do is to add this tile:

    • If you're not already on the eTapestry Home page, click Home > Go to Home

    • Click the Select Tiles and Layout link

    • Under the Organization section, mark the checkbox next to My Calendar

    • Click Save


    Then if you don't already have calendar items set up, you can create new ones for tasks that you want to appear. By default the calendar on the Home page only shows outstanding items due today, but you can mark the option to show Completed Items and/or Incomplete Items Through Today to see missed tasks.


    Here is a link to our help documentation on Calendar Items. If you have additional questions, please let our Support team know.


    image.png
    Attachments Open full size

Related ideas