Event Types Settings
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Event Types Settings
- 3 Minutes to read
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Diary events in JobBag are used to schedule meetings or reminders that can be associated with specific jobs or projects. They are useful for organising recurring weekly internal WIP meetings, important external client meetings, as well as annual or personal leave requests. These events help track key dates, such as deadlines, talent rollovers, and birthdays.
Diary events can be shared with team members, includes alerts for upcoming meetings, and integrates with external calendars like Outlook or Google Calendar. Most importantly, these events can make it easy to add timesheets for selected events. Typically, events are scheduled within the active diary calendar or in the diary tab of the jobs window.
There are three main Event types Public Holiday, Leave Events and Other Events.
Add New Event Type
Let’s explore some of the options available in the event window | |
|---|---|
Field Name | Field Description |
New Event Type | Select “New Event Type” to create a new event |
Duplicate | Duplicate reduces time setting up new events that have the same characteristics. Duplicate will create a new event and duplicate the exact information from the existing event. After duplicating, you can modify any specific details (e.g. description and notes). |
Delete | Makes the record inactive. Can be reactivated if required |
Event Type | There are 3 event types Public Holiday, Leave and Other (meetings and reminders) |
Event Type Name | This is the name of the selected event. Common event descriptions include Internal meetings, client meetings, Public Holiday and Annual leave |
Event Description | Briefly describe what the event is and how the event should be used |
Mark as inactive | Tick this box if you wish to mark an event complete |
Event is complete by default | This will mark the event complete when created |
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) |
Dates |
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Times |
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Alerts | Never miss a meeting by electing to receive an alert. Can be set as;
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Address Book field | Specify if address book information is required for an event. Can be set as
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Contact field | Specify if contact information is required for an event. Can be set as;
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Job field | Specify if Job number information is required for an event. Can be set as;
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Plan type |
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FAQ Events
Can’t invite others to an event?
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?
Address Book field | Specify if address book information is required for an event. Can be set as
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Job field | Specify if Job number information is required for an event. Can be set as;
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Need more help?
Please contact support call 02 8115 8090 or email support@jobbag.com
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