Use the Monthly tab to review your activities for the current month, a previous month, or any month in the future, or to schedule or modify activities. The calendar shows scheduled tasks and activities for which you are the owner or an attendee.
Contents
| Field | Description |
|---|
| Employee's Name and Date
|
The Activity Calendar displays your name and the current date or the date of the selected activity.
|
| Month Selection
|
This section shows the month that is currently selected.
To change the month, click the arrows:
- Click
 to display the previous month.
- Click
 to display the next month.
Use the drop-down list in the field directly below the month name to modify the calendar view. Select one of the following options:
-
Month of — This displays a specific month on the Monthly tab.
-
Day of — This displays a specific day on the Daily tab.
-
Week of — This displays a specific week on the Weekly tab.
-
Today — This displays today on the Daily tab.
After you select
Month of,
Day of, or
Week of, enter a date in the date field and click
Go. The appropriate tab (Monthly, Daily, or Weekly) opens and displays your calendar schedule for the selected view.
When you select
Today, the Daily tab opens and displays today's schedule.
|
| Show Legend/Hide Legend
|
This option works as a toggle. Click
Show Legend to display the color-coding scheme for the activities on the calendar. Click
Hide Legend to close the color-coding scheme.
The activities on your Activity Calendar are color-coded. When you schedule an activity, you can classify the time spent on the activity in one of the following ways:
Free,
Busy,
Tentative, or
Out of the Office. When
Vision adds the activity to your calendar, the activity is shaded accordingly.
|
| Calendar Year
|
This section of the Monthly tab displays the twelve calendar months and the year currently selected. The current month is shaded.
Click the arrows beside the year or the months to display the calendar for a different month or year.
- Click
to display the selected month of the previous year.
- Click
to display the selected month of the following year.
- Click any month to display the calendar for that month (in the year selected).
|
 Delete Activities
|
To delete an activity, click the activity on the calendar, and then click this option. You can delete only those activities for which you are the designated owner.
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| Monthly Calendar Days
|
The Monthly tab displays your calender for an entire month. If you have a scheduled activity, the name and time of the activity display in the appropriate date field on the calendar.
Only meetings, phone calls, and tasks display on the Activity Calendar. Tasks do not include a time and they display only if you click
on the Activity Calendar toolbar. Other activity types, such as email and merge activities, do not display on the Activity Calendar.
- Click the date (for example,
2) to view the selected day's activities on the Daily tab.
- Click the activity name to open the Activity dialog box and view the activity details. If you are the designated owner, you can also use the Activity dialog box to modify the activity details.
- Click a blank spot in a day on the calendar to schedule a new activity on the selected date.
- Click
 in a day on the calendar to open the Daily tab for that day.
The date that you select on the Monthly tab is shaded on the Monthly tab calendar.
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