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    Agenda

    Introduction

    The Agendamodule is a visualization tool complementary to the Tasks module. Its main objective is to provide a visual representation and management of tasks in a calendar, facilitating the planning, organization and monitoring of operational activities over time.

    Operational Tasks

    Task management center where all operational activities are created, assigned, scheduled and monitored, allowing the visualization of statuses, assignment of responsible parties and scheduling according to different time criteria.
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    Function Location

    This functionality can be found in: Agenda

    Location_Agenda

    Viewing and Managing Calendar Tasks

    The Agenda allows you to view your scheduled tasks in different time formats, providing a clear view of your day, week or month.

    Available Views

    • Day View: Displays the tasks scheduled for the current day.
    • 4-Day View: Presents a consolidated view of the next four days.
    • Week View: Provides a complete view of the week's tasks (Monday to Sunday).
    • Month View: Displays an overview of all tasks scheduled throughout the month.
    Agenda_Time_Resolution

    Available Views

    The Agenda uses color codes so you can quickly identify the status of each task:

    • Green: Task Completed or executed.
    • 🔵 Blue: Task In Progress (in execution).
    • Gray:Pending Task (scheduled but not started).
    Agenda_Color_Codes

    Direct Actions from the Agenda

    The Agenda module allows you to interact with the tasks in a dynamic and visual way, without the need to go to the main list.

    Create task from calendar

    You can schedule a task directly by selecting an available time slot in the calendar.

    Step by step:

    1. Click on an empty time slot at the desired date and time.
    2. The task creation mode will open.
    3. Complete the task fields and save the task. The task will automatically appear in the selected slot.
    Agenda_CreateTask

    Adjust task duration

    You can lengthen or shorten the duration of a task by dragging its borders in the calendar.

    Step by step:

    1. Locate the task in the Calendar.
    2. Click and drag the task border up or down.
    3. Release the click to set the new duration.
    Agenda_ModifyTimes

    Move task in the calendar

    You can relocate a task to a different time slot, either on the same day or on a different date.

    Step by step:

    1. Click and hold on the task.
    2. Drag the task to the new desired date and time.
    3. Release the click to relocate the task.
    Agenda_MoverTask

    View task detail from the agenda

    You can access the full detail of a task directly from the calendar view.

    Step by step:

    1. Click on the task in the Calendar.
    2. A quick view with key information will open.
    3. Select the "Full Detail"option to see all information, the form, files and history.
    Agenda_ViewDetail

    Execute task from the agenda

    You can start the execution of a task directly from the calendar.

    Step by step:

    1. Click on the task in the Calendar.
    2. A quick view with key information will open.
    3. Select the "Run"button to start the task. The status of the task will change to "In Progress" (blue).
    Agenda_Execute

    Agenda Filters

    The Agenda shares the same filters as the Tasks module, allowing a segmented visualization of activities.

    Filtering Criteria

    You can filter the tasks in your Agenda by:

    • Assigned User
    • Related Process
    • Associated Client
    • Execution Status
    • Other filters available in the Tasks module.

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