In Logistiqo, the Schedule section provides a calendar for planning and managing tasks and appointments. Tasks can be scheduled for a specific date and time and associated with relevant information such as a company, location, person, vehicle, and responsible user.
Scheduled tasks can be moved to another date or time directly in the calendar and edited when plans change. An appointment confirmation can also be sent by email from the task.
Create a Task
Go to Contacts > Schedule and click on any day or hour to schedule a task.
Select the company and enter the relevant task details, such as the Task Title, responsible user, and scheduled time.
After filling in the fields, click Save & Close.
To reschedule a task, drag and drop it to the required date or time in the calendar. You can also select an existing task to edit its details.
Send appointment confirmation by email
To send an appointment confirmation, select an existing task and click Schedule Confirmation. An email window opens with the recipient, subject, appointment information, and calendar attachment.
The email content can be adjusted before sending. The template used for schedule confirmations can be configured under Settings > Email > Email Templates.
Click Send Mail to send the appointment confirmation.
View and Manage Tasks
Go to Contacts > Tasks to view and manage existing tasks in a table. The overview shows information such as the company, responsible user, start and stop time, and task status.
Select a task to view or edit its details. New tasks can also be created from this view by clicking New and entering the relevant task information.