Calendar

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

The business agenda is a useful tool to share business activities with each other. The agenda is accessible to all users. It is therefore not intended as a personal agenda (although it is sometimes used as such). Use the calendar to share appointments with your colleagues for meetings, events, deadlines for projects or other administrative matters.

The Calendar is only available when a user with the 'Management' role has chosen the bundle Small, Medium. Large of Unlimited via the Yuki Store in the domain.

Only a user with the 'Management' role in your domain can upgrade the minimal version of Yuki (Minimal) to the Small, Medium, Large or Unlimited bundle.

The Yuki Hours and Yuki Workflow features are integrated into the Calendar functionality.

Yuki Hours is only available when a user with the 'Management' role has chosen this additional feature via the Yuki Store in the domain.

Yuki Workflow is only available in the Medium, Large or Unlimited bundle.

With Yuki Hours, your employees can record billing hours on customers or projects and use them to create invoices for customers after assessment and approval.

Yuki Workflow consists of tasks, workflow rules and an extension to the Smartphone app for approving tasks. Due to the general design, this feature can be used for, for example, approving invoices, organizing orders or following simple work orders.

Click on the Calendar icon In the navigation bar and the Calendar start screen is opened:

In this start screen you will see a follow-up menu with the most important functions of the Calendar.

Report

Calendar (not available to user with 'Back office' role in domain)

Here you will see your personal agenda.

Planner (not available to user with 'Back office' role in the domain)

With the planner, you can schedule an appointment in six steps. The guests receive an invitation by mail in which they can indicate whether or not they can come.

Employee hours

Yuki Hours is an additional feature of Yuki. This allows your employees to register invoiceable hours on customers or projects and you can use these after assessment and approval to create invoices for customers.

Tasks (not available to user with 'Back office' role in domain)

An overview of the tasks to be carried out by yourself.

Invoice activities (not available to user with 'Back office' role in the domain)

Overview of all work assignments (time registrations) to which a contact is linked. You can approve, possibly adjust and/or invoice the work orders.

Activities

Overview of all work assignments per contact. The work can be filtered by contact, invoicable or not, types of work, project and department (if this is filled in with employee).

Actions (not available to user with 'Back office' role in domain)

New appointment

Make a new (repeated) appointment for yourself or another user who has access to the domain.

New task

Create a new task for yourself or another user who has access to the domain.

New activity

Record the hours worked by an employee/employee.

Plan new appointment

Schedule a new appointment using the above mentioned Planner.

Settings

New absence (not available to user with 'Back office' role in the domain)

Create a new absenteeism record in which you indicate the type of absenteeism.

Task types (not available to user with 'Back office' role in the domain)

An overview of all the different task types created.

Work types

An overview of all the different types of time registrations created.

Notifications (not available to user with 'Back office' role in the domain)

When the Yuki notifications are installed on your computer, you will receive a pop-up message in your screen with a received e-mail, a reminder for an appointment, a task assigned to you, an answer to a question or a question to you and a new news item.