- Schedule an Activity from a Datasheet, Planner, or Pipeline
- In the Add Scheduled Activity Window, enter the corresponding details of the task
- Click to expand the Repeat drop-down to apply recurrence
- Click Save when complete
Planner
Top Echelon Recruiting Software Planner
- To view and manage the Planner within Top Echelon Recruiting Software:
- Navigate to Planner within the Main Navigation Bar
- Use the drop-down in the top left corner of the Activity list to select from Day, Week, Month, or All Overdue views
- Use the filters below the calendar widget to specify which Activities you wish to review
- To complete an individual Activity from the Planner:
- Click the check mark icon to the right of the Activity you wish to complete
- To make a call or send an email directly from the Planner:
- Hover your cursor over any related record to view a short record preview
Moving Planner Activities to a Different Day
- Use the check boxes to the left of each Activity to select the appropriate entries
- Click the action icon at the top of the Planner and select Move Selected to a Different Day
- Use the text box or the calendar within the Move Activities window to select the day you wish to move the selected Activities to and click the Move button when complete
Completing Activities from the Planner
- The Planner also allows you to complete Activities in an individual or mass format
- To complete an individual Activity:
- Click the check mark icon to the right of the Activity you wish to complete
- The Edit Scheduled Activity window will appear with the Completed box already checked
- Save when complete
- To complete multiple Activities at one time:
- Use the check boxes to the left of each Activity to select the appropriate entries
- Click to expand the Select an Action drop-down and select Complete Selected Activities
- To complete an individual Activity:
Deleting Activities from the Planner
- To delete Activities from the Planner:
- Use the check boxes to the left of each Activity to select the appropriate entries
- Click to open the Select an Action drop-down menu at the top of the planner and select Delete Selected Activities