How do I add an event in Calendar from the Dashboard?

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• How do I create an Event on my Calendar?

  To create an event, open the Calendar and choose a date you want to create an event. Double click on the date and it should open a popup to create an event. To create an event in the app, go to Calendar and on the bottom right, there is a green + ...

• How can I add a Marketing activity to my Calendar?

  There are a few ways to achieve this. On the Dashboard, click on the Calendar icon on the very top, to the left of the Live Chat it should say Add a Task when you hover the mouse over it. Once clicked, you can choose Sales Activity to create a ...

• What is the quickest way to add a Calendar entry, Sales activity or To-Do?

  To add Calendar Entry, Sales Activity or To Do, the fastest way is to be in the Dashboard and then on the very top of the page, you will see a Calendar icon with a + sign on it. It will be on the left to the Live Chat option. Once selected, you can ...

• How do I make the To Do's show up on my Dashboard?

  The To Do's showing up on the dashboard is a handy option, you can do so by going to: Home page > scroll to the bottom > Click to Add/Remove Dashboard > Select To Do's from the list of Widgets.

• How do I create an OSHA report for any employee for any event that occurred?

  To create an OSHA report for any employee for any event that occurred, go to the Incidents module and then create an Incident. Once created, scroll down to OSHA 300 Log and select Create OSHA 300 Log (Add Employee) and create the log.