Calendar

Organise Your Day

With Traedi's calendar, you can easily organize your week, plan tasks, appointments, and deadlines, ensuring a clear roadmap for optimal productivity and efficient time management.

  • Smart defaults so you can quickly create calendar events with smart defaults for job and task types, ensuring consistency and saving you time.
  • Drag & Drop allows you to easily reschedule or reassign items when necessary, ensuring flexibility and adaptability in your schedule.
  • Visually Organised calendar view allows you to see all your jobs and tasks in one place, ensuring a clear overview of your team's workload and availability.
  • Filter by Team Member allows you to showcase your unique identity by customizing the platform with your logo, color scheme, and personalized message, creating a cohesive and professional impression for your clients.

Scheduling

Schedule For Your Team

Traedi's comprehensive and intuitive calendar system that allows you to efficiently allocate tasks and appointments to team members. By visualizing everyone's availability and workload, you can easily assign jobs and tasks, ensuring a balanced and optimized schedule distribution. Traedi also provides drag-and-drop functionality, making it effortless to reschedule or reassign items when necessary.

  • Drag & Drop easily track the status of your quotes, whether they have been accepted or declined, ensuring clear visibility and enabling you to take prompt action based on client feedback.
  • Visually organised schedule view allows you to see all your jobs and tasks in one place, ensuring a clear overview of your team's workload and availability.
  • Hide team members from the schedule view that do not need to rostered on.

Task types

Keep things seperate

Keep your events and tasks organized effortlessly with Traedi's task types feature. With the ability to define a specific color, icon, default assignees, and customer notifications, you can easily categorize and distinguish different types of events, ensuring clarity and consistency throughout your scheduling and management processes.

  • Color your events to differentiate your events by assigning vibrant colors to each, ensuring easy visual distinction and enhanced event organization.
  • Default assignees to streamline your workflow by automatically assigning team members to events in Traedi. By setting specific team members for particular tasks, such as quoting or other recurring activities, you can ensure efficient job allocation and optimize team productivity.
  • Customer notifications to Effectively keep your customers informed and updated with seamless communication and real-time updates.

How to

Lets Schedule a Job

  • Click on "Calendar" in the sidebar
  • Click the "Schedule" button on the top right
  • Select a job by clicking on the "Job" field and either:
    • Select an existing job
    • Create a new job by clicking "add a new job"
  • Select a task type by clicking on the "Task Type" field
  • Add details about the event:
    • Select a date and time range
    • Select who the task will be assigned too
    • Add notifications that will be sent to the customer
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