My Meetings & My Tasks

Functionality of each section:

• My Meetings: View and manage all scheduled meetings in one place.
  • Total Meeting(s) Count: Displays the total number of meetings across Today, Next 7 Days, and Past 7 Days tabs excluding the meetings done.

• • Click the full screen icon to expand the Meetings section to full view. Return to normal by clicking the section view icon.
  • Click on the collapse or expand button to toggle the visibility of the section and view more or less information.
  • Meeting Display:
    • Today (default) lists all meetings scheduled for today, Next 7 Days shows upcoming meetings within the next 7 days, and Past 7 Days displays meetings from the previous 7 days. Each tab includes totals for Candidates, Jobs, Contacts, Client and Employees in brackets.
    • Click on Related to dropdown to select a specific type of participant.

• • • Meeting Category: Automatically populates categories based on Related To

• • • Clicking Create Meeting will navigate you to the Meeting section to schedule a meeting.

• • • Meeting Order: Completed and past meetings appear first, ongoing meetings next, followed by upcoming meetings.

• • • Shared Details Across All Strips:

• • • • • Job Title: Navigates you to the calendar.
        • Date/Time: Shows the date, time, and creator's time zone.
        • Attendees: Displays up to 3 attendees with profile pictures or initials, with a tooltip for names and a +5 link for additional attendees.
        • Meeting Platform Icon: Starts the meeting if integrated; otherwise, the icon appears grey.
        • Related To: Indicates whether the meeting is for a Candidate, Job, Client, Contact, or Employee.
        • Details: Lists related information like job title, candidate name, client name, etc.
        • Category: Displays the meeting category if selected.
        • Done Button: Appears only for completed meetings; otherwise, the Mark as Done button is in expanded view. Clicking Mark as Done updates the meeting status to Done.

My Dashboard – My Meeting

• My Task: This section is designed to streamline task management with easy creation, editing, completion tracking, and the ability to organise tasks based on due dates.
  • The section features a Full Screen View icon for users to expand the view for a better experience and return to the normal view by clicking the Section View.
  • Click on the collapse or expand button to toggle the visibility of the section and view more or less information.
  • Data Filtering and View
    • Global filters are applicable, and data will reflect based on the selected filters. This section is user-specific, and job workflow, job status, and other job filters do not impact the data shown. The default date period is set to the last 30 days, showing all tasks created, completed tasks within the selected period, and tasks with due dates falling within the chosen date range.
  • Adding and Managing Tasks
    • To create a new task, click on the Add Task button, which opens a rich text editor (RTF) with features like bold, italic, underline, strikeout, bullets, and numbering.
    • A Speech-to-Text icon is available to help enter text using voice.
    • Click on Due Date button to set a deadline, with a date picker to select and display the due date. If no date is required, users can remove it. Once a task is saved, the due date appears.
  • Task Completion and Management
    • Once a task is created, you can mark it as completed by checking the task box. Completed tasks will be struck through and move to the Completed tasks cannot be edited or deleted. If the due date has passed but the task remains incomplete, it will be highlighted in red to indicate urgency.
    • The created date will be displayed after the task is saved.

• • • Each task also has a Delete icon on hover, allowing users to remove tasks after confirmation.

• • Editing Tasks:
    • By clicking on any uncompleted task, you can edit it. The task will open in the editor, allowing changes to be made, after which users can save the updated text.

My Dashboard – Task