Add an Event

An Event in QSToolbox is good for scheduling a one-off occasion such as an audit, meeting, a visit by an important customer, a celebration, fundraiser, strategy retreat, training, or any other event you want to see in the calendar. Once saved, the event shows on the Toolbox Calendar and Work List of both the nominated Contact Person and the selected Attendees.

There are two ways you can add an Event in Toolbox:

1. From your Work List.

2. From the Events module. 


1. From your Work List. 

Your Work List is the page you'll automatically open to after logging in to Toolbox.

From here, add an Event by clicking the [+] button at the base of the blue EVENTS icon. (When you hover your mouse, it will state ‘Click + to add a new Event’.)

2. From the Events module.

You can add an Event by clicking the EVENTS tab in the black upper heading bar. 

This takes you in to the Events module, where you can add an Event by clicking on the blue [+ ADD EVENT] button at the upper right-hand-side of the page (the button highlights green when hovering over it).

Now you can add the Event's details by filling out the blanks on the form. 

First, you must give your new Event a name. This is what you'll see in the Events list, so make it clear and recognisable e.g. 'Fundraising Gala'.

The other must-fill is the Event Date. This will be pre-populated with today's date - simply click on the date to open the floating calendar, scroll the months using the arrow buttons (< or >), then click on the day beneath to select the specific date of the Event.

Scroll to the bottom of the page and click the blue [SAVE] button to save the new Event.

It will now appear in the Events module list as well as on your calendar and work list.

Everything else on the form is optional. You can enter the remaining details at any time.


REQUIRED:

  • Name * - choose a name to clearly identify the Event. Examples include 'Planning Retreat' or 'CPR Refresher'.
  • Date * - click on the pre-populated date to activate the pop-up calendar. Change the year or month in the date-picker header or use the left and right arrows to scroll forward and back. Once you're viewing the correct year and month, select a date by clicking on the day number in the date-picker.
  • Continue filling in the other fields or scroll down and click [SAVE] at the left-hand bottom of the page.

OPTIONAL:

  • Type - type of event - for reporting or searching. Select from the drop-down menu.
  • Contact Person - who is responsible for this event? This will default to who creates the event. This person can edit the event details. The contact person will see the event listed on their work list and calendar.
  • Attendees - who else is attending this event? Attendees will see the event listed on their work list and calendar. Attendees can not edit event details.
  • Start Time - a floating clock appears after clicking this line. Select AM or PM, then select the HOUR by clicking on clock-face #1, then MINUTES (clock-face #2).
  • Duration - note the approximate duration of the event by typing it in - e.g. '2 hours'.
  • Location - where is the event being held?
  • Description - general info about the event.
  • File - you might upload an image of the event invitation or a map location, an agenda, or files to be read/reviewed prior to the meeting.
  • Projects - is this event associated with a 'Project' (e.g. a site, a department, a construction project)?You'll see it listed under the selected project events if so.
  • Tags - used in searching and reporting. You can apply multiple tags. If you don't see anything to choose, you'll need to add some Tags in Settings.

Click [ SAVE]


For general information about the Events module and what it is used for, please click here.