Event Types
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    Event Types

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    Article summary

    Event types in JobBag are used in the Active dairy for various events such as internal/external meetings, leave events such as annual/personal leave, out of office events such as work from home and birthday reminders.

    There are two main Event types Leave Events and Diary Events.


    Step 1: Navigate to Event types

    Navigate to File menu> Configuration > Event types


    Step 2:  Select new or Clone

    Lets explore some of the options available in the event window

    New

    Select “New” to create a new Event

    Edit

    Edit existing Event type to make changes

    Clone

    Cloning will create a new event and duplicate the exact information from the existing event. After cloning, you can modify any specific details (e.g Description and notes). Reduces time setting up new events that have the same characteristics

    Delete

    Makes the record inactive. Can be reactivated

    Can invite multiple people

    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)

    Can specify due date

    A specific due date refers to a clearly defined deadline for the calendar event.

    Address Book

    Specify if address book information is required for an event. Can be set as Not related (not required), optional or mandatory and mandatory to include a job number. This option is mandatory if you want to access external (client/supplier) contacts on the event such as an external meeting event

    Default whole day event

    Default whole day event is a calendar entry that spans an entire day, without specifying exact start and end times within the day. Common events to default whole day are leave events and birthdays

    Default plan type

    Different plan types like, Tentative, Busy, and Leave help define the status of an event and how it impacts your availability. These types can be set for specific event types such as leave

    Default alert

    Default alerts are automated notifications set to remind users of up and coming active diary events

    Default repeat every

    Default repeat events are recurring events automatically scheduled at regular intervals, such as daily, weekly, monthly, or yearly, in active dairy

    Lock repeat

    Restricts the settings of a recurring event to prevent changes


    Need more help?

    Please contact support call 02 8115 8090 or email support@jobbag.com


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