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To view this instructional video, click the link below.
https://share.synthesia.io/231174cd-3d19-45db-8335-b206bfd6d718 Video Link: Prevail Calendar Informational
Here are some tips for navigating the Prevail calendar.
User Calendars Dropdown: To select the calendar or calendars you would like to view, click on the 'User Calendars' field. Depending on your user settings, this will either reveal a dropdown to select the users you would like to view, or the 'Employee Search' Window.
For more information on this, see 'How-to Modify User Settings.' Select the calendar or calendars you would like to view.
Pro tip: Viewing multiple people's calendars can be particularly useful if you are trying to coordinate an appointment among numerous staff.
The thumbnail calendar, located in the upper right corner of the calendar window, allows you to navigate to the date that you would like to view.
Clicking the "Today" button jumps you to the current date.
Jump to Date: Enter a date or select one from the drop-down calendar to skip to a specific date.
Skip Days: Skips you the set number of days, forward (positive number) or backward (negative number), from the date that you have selected in the thumbnail calendar.
Combined Calendar Checkbox: When viewing multiple people's calendars, you may check the "combined calendar" checkbox to see a consolidated view of those calendars rather than showing the calendars in the default side by side view. This combined view can make it easier to coordinate an appointment for multiple users.
Calendar Favorites: Allows you to easily access a selection of users' calendars.
For example, if you have a particular group of employees in your office who conduct intake appointments, you could save that group of employees as a favorite called Intake Group. Then, you could quickly view the intake schedule for the entire group.
How to Create a Calendar Group:
From the User Calendars drop-down menu, select the users whom you want in the group.
Click the "plus sign or add" button next to the Calendar Favorites drop-down menu.
Enter a name for the favorite.
Click Save.To view a favorite, select it from the Calendar Favorites drop-down menu. To delete a favorite, select it from the Calendar Favorites dropdown menu, and then click the Delete button to the right of the dropdown menu.
Task View
There are 3 places to view your tasks:
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Note: You may only set a private appointment for yourself. Private appointments are only an option for unattached appointments (meaning, they are not associated with a matter).
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