Install Updated Database (if required)

• Install updated/data imported database
• Review any imported data for verification of accuracy

Review of Prior Topics

• Calendar Views
• Creating a Calendar Filter

Vacation/Holidays and Background Tasks

• Adding Statutory holidays to the calendar
• Items going on all day long, that you want people just to know about
• Employee Vacation days

Moving the Start Date of a Project

• Project dependent tasks
• Gantt dependent tasks
• Manually moving tasks

Calendar Views

• Multiple Calendar Views at one time
• Variations of the calendar default views

Task Management

• General Overview
• Attaching Events to a task
  • Searching for Events & Performances
• Attaching Resources to the task
  • Creating Resources as required
• Review the Calendar display - Show by Resource, from the Resource Point-Of-View
• Review the Calendar display - Show by Venue, from the Venue Point-Of-View
• Review the Calendar display - Show by Employee, from the Employee Point-Of-View
• Setting Alarms for reminder of important tasks



Break Time




Personnel/Staff/Employees/Volunteers/Participants

• Personnel versus Participants
• Complete entering Participants/Staff
• Add Volunteers



Patron Management

• Finding Existing Patrons
• Tricks for searching different ways for patrons
• Different Patron Icons
• Changing displayed columns, re-ordering the displayed columns
• Editing Existing Patrons
• Creating New Patrons (multiple address and contact numbers)



Personnel Management

• Adding a desired position to personnel
For a downloadable checklist of all of the Day 3 Activities and information
Click Here