Introduction to the Dashboard Calendar in Texada Web

Provides a conceptual overview of the Dashboard Calendar in Texada Web.

Type

Conceptual

Audience

Texada Web users

Products

Texada Web

Body

Use the Dashboard Calendar to bring your schedule to life. The calendar gives you a bird’s-eye view of what is happening across your entire business. Due dates are all made visible, giving you the power to organize the tasks ahead. The calendar dynamically scales to fit your busy schedule and auto-refreshes to ensure that the schedule is up-to-date. It is flexible and can be easily customized to provide meaningful information to various user roles.

Accessing the Dashboard Calendar 

1. In the Texada Web menu bar, navigate to Dashboard > Calendar
   The Dashboard Calendar opens to the current date and time
   NOTE: Only the first 100 records are shown. You can apply a filter to see more.
2. (Optional) To view the Dashboard Calendar in full screen mode, click Present on the bottom right

Navigating the Dashboard Calendar 

1. The counter at the top shows the number of Outstanding and Complete tasks.
2. Use the following diagram to understand the different sections of the navigation bar:

1. Date
   1. Select the date you want to view
2. Next week/day
   1. Click the arrows to switch to the next or previous day/week 
      
3. Return to current date 
   1. Click to return to today’s date
      
4. Search field 
   1. You can narrow results by searching a product number, product description, document number, or customer name
5. Division(s) select
   1. Select the division(s) you want to view
6. Location(s) select
   1. Select the location(s) you want to view
7. Document type select
   1. Select the type(s) of documents you want to view
8. Day/week toggle
   1. Use the toggle to switch between day and week views

About Documents on the Dashboard 

The calendar sorts documents into six types: Reservations, Deliveries, Pickups, Tasks, Work Orders, and Contracts. Documents are displayed based on their scheduled time. Each individual document is displayed as a tile you can expand with a click. You can also check the status of a document at a glance using the tile colour shading. 

Click view  on a tile to reschedule or update the details of the document.

We would love to hear your feedback on how we can improve the calendar. Check out the Texada Community at https://community.texadasoftware.com/.