Managing Projects with Calendar and Tasks

LinkMap's calendar system helps teams coordinate work and manage project deadlines. This guide covers the calendar functionality and usage to aid your workflow.

Calendar System Overview

Calendar Views

1. Monthly View
   • Full calendar grid showing all days in month
   • Current day highlighted with blue border
   • Navigation via month/year dropdowns or next/pev arrows
   • Quick access to day view via cell clicks
2. Day View
   • Chronological listing of all day's entries
   • Separate sections for regular entries and reminders
   • Full entry details including descriptions
   • Quick edit/delete controls for each entry
   • Add new entry button for rapid entry creation
   • Project association badges

Entry Types

1. Regular Entries
   • Notes: General text entries and comments by day
   • Milestones: Key project dates and achievements
   • Appointments: Scheduled meetings and events
   • Project linking: Optional association with projects
   • Fields:
     • Title (required)
     • Date (required)
     • Description (optional)
     • Project (optional)
     • Entry type selection (Note, Milestone, Appointment, Reminder)
2. Recurring Reminders
   • Pattern Options:
     • Daily: Repeats every 24 hours at the time you choose
     • Weekdays: Monday through Friday only
     • Weekly: Same day each week
     • Monthly: Same date each month
     • Yearly: Same date annually
   • Configuration:
     • Start time requirement
     • Optional end date
     • Maximum cycle count (optional number of times to run)
     • Message content
     • Project association
     • Notification type selection: 'toast' messages that go away on their own in the lower right, or 'modal' alerts that require your interaction to make them go away.

Setting Up Reminders

Reminder Options

1. Timing Settings
   • Start time (required):
     • Date picker for initial occurrence
     • Time selection for notification
   • End time (optional):
     • Date limit for recurring items
     • Prevents further notifications
   • Pattern selection:
     • Frequency choice
     • Interval settings
   • Cycle limits:
     • Maximum occurrence count
     • Progress tracking
2. Notification System
   • Toast alerts:
     • Non-intrusive corner notifications
     • Auto-dismiss after delay
   • Modal popups:
     • Center screen alerts
     • Require user acknowledgment
   • Real-time delivery:
     • Immediate notification
     • Connection management
     • Reconnection handling

Notification Tiers

1. Agency Level
   • 5 minute check intervals - may receive notifications up to 5 minutes early
   • Priority queue position
   • Immediate delivery
   • Unlimited reminders
2. Professional Level
   • 10 minute check intervals - may receive notifications up to 10 minutes early
   • Standard queue position
   • Normal delivery
   • Standard reminder limits
3. Free Level
   • 30 minute check intervals - may receive notifications 30 minutes early
   • Basic queue position
   • Slightly delayed delivery
   • Basic reminder limits

Need help? Contact our support team for calendar assistance.