Catégories

Families

Families
You can use color codes called families (or categories) to help you find your way around your projects, appointments and tasks.
It’s up to you to determine which color matches what. Use the “Configuration” function to do so.

Jun 17
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Families (categories)

By Configuration, Configure your Collabox, Families

In Collabox, you can use color codes called families (or categories) to help you find your projects, appointments and tasks. It is up to you to associate a color with a family description.

Configure families (categories)

First go to your main menu and select “Calendar”.

Then click on “Categories (Families)” in the left menu.

You will arrive on the page Configuration of calendar categories (Families). Category colors are determined by default. However, if you want to change them, you can click on the white boxes under the section Color . Next, name the categories and then determine if these are billable hours or not. Push the button Record at the bottom of the page to finalize the changes.

Note: The box Non-billable is mainly used to view, in the tab Listing of the calendar, the total of the hours billed and those that are not billed.

Page Configuring calendar categories (Families)

Use of families

Your families, once created, will be found in the following three forms: projects, appointments and tasks. If, for example, you create a project and assign it the category In progress , green in color, your project will be displayed in green in the calendar. The same goes for appointments and tasks.

Project form

The project will appear in your calendar as follows:

Calendar of projects

With families, you will find more quickly what you are looking for and better visualize your different occupations. They will become a particularly pleasant tool to use.

Watch several video tutorials on our Youtube channel and visit our Tips and Tricks section in the Blog to continue your Collabox configuration!

If you have any questions, please contact us and we will be happy to answer you.

info@collabox.com (418) 907-9274

Jun 04
Love0

Displaying the contents of the agenda

By Agenda, Calendar, Families

Appointment : Agenda content

The agenda content can now be shown or hidden, depending on your personal preferences. Thus, you can opt for a very detailed or rather refined visual. The choice is yours!

When you take notes in your appointment form, the content is displayed in your appointments. But, if you don’t want them to be displayed, you just have to uncheck the function : Content display and voilà, the visual of your agenda will automatically be less heavy.

Go ahead, take some notes now!

Access the calendar

First, go to the Calendar module.

To have the content display functionality, select the “Week” or “Day” tab. The “Month” tab does not allow this option.

Then check the box for displaying the contents of the appointments if you wish.

Here is the visual of the content of your appointments in detailed version.

Image showing a week in the calendar. The checkbox to display the agenda content or not is highlighted. In this example, the box is checked and therefore the agenda is of the very detailed type.

Here is the visual of the content of your appointments in a purified version.

Image showing a week in the calendar. The checkbox to display the agenda content or not is highlighted. In this example, the box is not checked and therefore the schedule is of the purified type.

In addition to the content, there is the option to show all families or to show only the desired families.

Watch several videos on our Youtube channel and visit our Tips and Tricks section in the Blog to continue your Collabox configuration!

If you have any questions, please contact us and we will be happy to answer you.

info@collabox.com (418) 907-9274