Creating Events via Planning Boards

There are three ways you can create events within the Scheduling system - bulk import, manually and via planning boards.

This article concerns creating events via planning boards.

With a planning board open, you can create a new event by clicking in some white space and dragging your mouse along as shown below - you'll see the blue "New event" bar start to appear in the space. When you've reached the desired end time, release your mouse button to start the event creation process.

The first thing you'll see is a question as to what type of event you're looking to create.

*Note* Not all event types can be made via the Planning Boards - notable omissions include all Planned Event types.

Once the Event type has been selected, the form will appear.

Note that Start Date/End Date and timings as well as Employees will be pre-populated from where you started/released your mouse when creating the event.

Once the relevant fields have been completed, click the "Save" button once and the event will appear:-