- Showing calendar events in PSA
- Adding or editing calendar events
- Adding a time entry from the calendar event
- Adding an activity from the calendar event
You can integrate your Google or Microsoft Outlook Calendar to view your calendar entries in Heeros PSA. You can read more about integration here. In this article we go through available calendar functions.
Showing calendar events in PSA
Once you have activated the integration, you can view, edit and add calendar events from Heeros PSA.
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Go to Time > Calendar.
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To make your own or other calendars visible in the calendar view, select the desired calendar either from Own calendars or Other calendars section.
Adding or editing calendar events
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Go to Time > Calendar.
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Click calendar to add a new event.
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One click on an existing event allows you to edit the event in the PSA interface.
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Double click on an existing event opens a new window to edit the event in the other calendar app.
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Enter information for an event:
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Title
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Date
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Time
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Location
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Participants: A list of your application users. You can also add other people outside your company typing an email address and pressing Enter key.
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Description
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Calendar: Select a calendar to which you want to add an event.
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Click Save.
You can edit an event by clicking the event in the application calendar once. Information opens to the slider and is available for modification.
Adding a time entry from the calendar event
You can add new time entries from the calendar event.
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Go to Time > Calendar.
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Click an event once. (Double click would open the event in the calendar interface.)
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Click on Create a time entry.
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This opens a new dialog box where you can update the details for the time entry.
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Click Save. You can see the time entry in your Time Tracker view.
Adding an activity from the calendar event
You can add new activities from the calendar event.
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Go to Time > Calendar.
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Click an event once. (Double click would open the event in the calendar interface.)
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Click on Create activity.
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This opens a new dialog box where you can update the details for the activity.
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Click Save. You can see the scheduled activity in the Project page or on your Dashboard.