Planner

In Planner, you can schedule a call or any other activity.

To access Planner, click it in the navigation menu:

@c/planner.png)

The main working area of Planner contains the Calendar Nav and Events widgets.

Calendar

Calendar Nav displays one month at a time and lets you pick the required date to view its agenda:

@c/planner-calendar-widget.png)

Note that by default the calendar is set to the current date.

Events

The Events widget displays the list of events planned for the selected calendar date:

@c/events-widget.png)

It features the following options:

Click	Action	Notes
@c/planner-working-hours.png) @c/planner-working-hours-no.png)	Switch between the working/all hours view	The default toggle state is YES
@c/planner-period-view.png)	Display the planned events per day/week/month	The daily view is shown by default
@c/planner-create.png)	Create a new event	Alternatively, click the required hour line

The Create pop-up appears. Here you can schedule activities, for example, a call following these steps.

To edit the planned call:

1. Right-click the required record in the Events list.

2. Select Edit in the context menu that appears:

@c/planner-context-menu.png)

You're redirected to the call record details page where you can update the call data:

@c/edit-call-planner1.png)

The context menu in Planner is available on desktops only. To edit the created call using the mobile device, navigate directly to Actions → Call.

You can also reschedule the activity directly in the Events list – just drag the required record to a different hour line.