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Appointments Calendar and Tasks

Appointments Calendar and Tasks
This page introduces the appointment calendar in TeamConnect, a daily planner tool that allows users to view, add, and edit their appointments and tasks for effective time and schedule management.

Appointments may include internal meetings, meetings out of the office, or personal meetings, such as doctor visits or vacation days.

Tasks are various internal assignments that TeamConnect users have to complete, usually when working on projects, such as preparing reports, following up on cases, or reviewing documentation. Tasks may also be billable time items that need to be tracked by their respective rates on an hourly basis.

The following table provides links to detailed documentation for the various components referenced in this article/topic. 

Components Description

Appointments Calendar

This page provides an overview of appointments in TeamConnect, which are scheduled events or meetings typically associated with a specific location and time.

Tasks

This page provides an overview of tasks in TeamConnect, which are internal assignments designated to users, typically as part of project work - such as report preparation, case follow-ups, or document reviews.

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