Add your own whereabouts

Overview#

Everyone adds their own entries to the Schedule & Whereabouts board. Entries are shared with the whole company and, if you export to Google Calendar, they go there too.

Steps#

1. Open Schedule Board in the left menu and click Add schedule at the top right. Clicking the day timeline or a date in month view also opens it for that day.
2. Choose a Category (see Categories below).
3. Enter the Date. For several days, enter an End date too.
4. Enter the time. Entries are timed by default (15-minute steps); turn on All day for a whole day. For an outing, add a Return time so the board shows when you will be back.
5. Fill in Title (destination, customer or property), Location and Notes as needed.
6. Save.

Categories#

• Work: In office, Out, Direct to site, Direct home, Direct both ways, Business trip, Field sales, Remote, Meeting / Training, Other and so on
• Leave: Paid leave, AM half-day, PM half-day, Comp leave, Sick leave, Condolence leave, Special leave, Absent, Public holiday, Company holiday
• Marker: Contract day, Handover day and so on

Viewing, Property survey, Contract signing, Disclosure, Handover / Settlement, Contract day, Handover day and Open house appear only for real-estate companies.

Linking to a customer or deal#

When you add a new entry with an outing category (Out, Direct to site, Direct home, Direct both ways, Business trip, Field sales, Meeting / Training and so on), Link to a customer / deal (optional) appears.

1. Search for and choose a customer or a deal. Choosing a deal fills in its customer too.
2. Enter a start time (linked entries cannot be all day).
3. Click Save as activity.

A linked entry is saved as a sales activity (planned visit). It appears in Activities, on the Calendar and on the board automatically, so there is no need to add it again in Activities. Visit records, check-in and minutes continue on that activity.

Changing and deleting#

• Click an entry, change it and save. Delete it with Delete in the edit screen.
• You can only change or delete your own entries; other people's open view-only.
• Entries saved as sales activities (marked ↗) open the activity details. Change them there.
• Leave created from a leave request cannot be changed here (Approved leave appears on the board automatically).

FAQ#

• I cannot choose the member: You can only add your own entries, so the member is fixed to you.
• The link section does not appear: It is not shown when editing, or for categories that are not outings, such as Remote or leave. Without permission to view customers and deals, add the entry without a link.
• I want it in Google Calendar too: Turn on exporting whereabouts in Settings → Google Calendar, and everything you add or change from then on is reflected in Google (Export to Google Calendar).