Creating a Diary Event
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Creating a Diary Event
- 2 Minutes to read
- Print
- DarkLight
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In JobBag, diary events are used to schedule meetings or set reminders linked to specific jobs or projects. They help organize recurring internal WIP meetings, important external client meetings, and annual or personal leave requests. These events also assist in tracking key dates such as deadlines, talent rollovers, and birthdays.
Diary events can be shared with team members, include alerts for upcoming meetings, and integrate with external calendars like Outlook or Google Calendar. Most importantly, they simplify timesheet entries for selected events. Typically, events are scheduled within the active Diary calendar or in the Diary tab of the Jobs window.
Creating a Diary Event
Events can be created in JobBag using the Create button, located in the Tasks & Timesheet feature (top left) and the Diary tab of the Jobs window.
FAQ
How do you add a timesheet using events?
Use the 3 dots (ellipsis menu)
How do I forward an event to someone?
Use the 3 dots (ellipsis menu)
How do I Edit/Duplicate/Delete an Event?
Use the 3 dots (ellipsis menu)
How can I add external guests to my meeting?
You can invite external guests by adding their names to the Invitee field when creating the diary event.
Will the calendar event show up in their external calendars?
Yes, Diary events integrate with external calendars such as Outlook and Google Calendar.
Can’t invite others to an event?
You can enable this in the event type settings by selecting "Allow Inviting Multiple People."
Tick “ Allow Inviting multiple people” | Allow Inviting multiple people to an event means adding several participants to a meeting or event, typically through the active dairy or the job window (Diary Tab) |
How to add a client or a job number to an event?
This can be configured in the event type settings using the Address Book Field and Job Field.
Address Book field | Specify if address book information is required for an event. Can be set as
|
Job field | Specify if Job number information is required for an event. Can be set as;
|
Need more help?
Please contact support call 02 8115 8090 or email support@jobbag.com
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