How to add an appointment to the schedule

In Winner Bizz, the schedule is a useful way for the user to keep track of their tasks and appointments. Users can create new tasks in My schedule.

Tasks assigned to the user by themselves or their colleagues created from the contact details widget will also appear in My schedule. For more information, see How to create a manual task.

How to create a new task in My schedule

1. Open My schedule:
   • Click the My schedule icon .
   • Or, select Communication > My schedule.
     
     
2. Click and drag to highlight the desired timespan for the new task.
   
   
3. Right-click the highlighted area and select Add new task.
   
   
   
   
4. In the Edit task window, enter the required information, for example, the Subject, the Description, the Task properties, the Started date, the Expiry date, a Reminder, the Category and Status. Users can also add Attachments and Linked objects, such as customer contact details, a project or alternative, by clicking Add alongside the relevant section.
   
   
   
   
5. Click Send.

Note: The user's schedule can be linked with an Outlook account or a Google calendar and connected with a smart phone. Users desiring this feature should consult their administrator or key user and ask for this feature to be set up for them.

Related articles

How to create a manual task