Work Calendar

The Work Calendar works alongside Incident IQ's Due Dates feature to give a detailed overview of all tickets with specific due dates scheduled for the current month. It allows users to access a dedicated Work Calendar page to review all tickets with due dates conveniently. Users can view these tickets as a comprehensive list or by specific timeframes such as day, week, or month. This functionality helps users effectively manage tasks that have specific due dates to complete.

Users can view all tickets with due dates in a list view or view them for each day, week, or month to see items that need to be completed by a certain due date. Selecting Work Calendar from the left navigation under Tickets.

The Work Calendar page has two tabs: the All Tickets tab and the Calendar tab. The All Tickets tab contains all the tickets that you have permission to view and work on.

The calendar tab provides a comprehensive overview of all tickets with due dates in the monthly view. You can toggle between different views, such as list, month, week, and day, by simply clicking on the corresponding tabs located in the top right corner.

The calendar in the top left corner allows you to navigate past or future months. Simply click on the left or right arrow to move to the desired month.

The Work Calendar also appears in custom views within the Calendar tab. This provides immediate access to a calendar view that aligns with the filters already in place within the custom view.

Users can search for a ticket by entering its number or relevant keyword into the search bar.

List View

Selecting the List tab on the Work Calendar will show the user a list of all tickets with due dates in a list view that you can scroll through. Items are broken up by day (Day of the Week and Number date displayed). Items are organized in priority order (with the most significant priority at the top), and any overdue items will be prioritized at the top.

The list view shows each item's ticket ID, Name, Status, Priority, Location, and Assignment to (User/Team).

Month View

Selecting the Month tab on the Work Calendar will show all tickets containing due dates in the month view. Items are organized in priority order (with the most significant priority at the top), and any overdue items will be prioritized at the top.

Each ticket displayed in the Monthly view shows the ticket ID, Name, and Status.

Week View

Selecting the Week tab on the Work Calendar will show tickets containing due dates in the week view. Items are organized in priority order (with the most significant priority at the top), and any overdue items will be prioritized at the top.

Each ticket displayed in the Weekly view shows the ticket ID.

Day View

Selecting the Day tab on the Work Calendar will show tickets containing due dates for that day. Items are organized in priority order (with the most significant priority at the top), and any overdue items will be prioritized at the top.

Each ticket in the Day view shows the ticket ID, Name, Status, Priority, Location, and Assigned to (User/Team).

The Status Help section on the left will display the various ticket statuses and their colors.

When you are on the List/Month/Week/Day Work Calendar view and click on a ticket, it opens the ticket in a flyout, where you can edit its details. Clicking off that flyout closes the flyout and returns the user to the Work Calendar. Any changes made to the ticket will be immediately reflected on the Calendar.

Hovering over a ticket in the Work Calendar will display additional details that may not be visible on the calendar, depending on the user's view.

In the Month and Week views, users can drag and drop tickets individually from one day to another. When tickets are moved to different dates, their due dates are automatically updated to match the new date on the Work Calendar. Due date reminders will also be adjusted based on the new date. These changes will be visible in the Info and Timeline sections of the ticket.

For example, if a ticket is moved from the 12th to the 13th, the due date will be updated, and the Timeline section will reflect this change.

When tickets are resolved, they will be displayed with reduced brightness to indicate their status. On the other hand, past-due tickets will be highlighted in red to draw attention to their overdue status.

The Show Resolved toggle enables users to display or hide resolved tickets when viewing the Work Calendar. This means that users have the flexibility to choose whether to see resolved tickets. Importantly, the system will remember the user's preference for the Show Resolved setting, even if they navigate away from the Work Calendar page and then return to it.

Additionally, the Status Help section provides valuable information to guide users on the significance of each ticket status symbol.

Ticket templates scheduled to create tickets will be visible on the Work Calendar alongside existing tickets with due dates. It's important to note that scheduled templates do not represent tickets that have already been created, so they cannot be filtered. However, you can display or hide the templates planned on the calendar using the Show scheduled tickets toggle on the Work Calendar screen, which is initially set to "Off." They will be displayed as “pending” tickets on the work calendar.

Clicking on a scheduled ticket will navigate you to the ticket template.

Hovering over a scheduled ticket will display the number of assets attached to the ticket template and the locations to which it is attached.

The filtering tool provides users with various filtering options, enabling them to apply multiple filters to refine their results.

After applying the filter, users can create a custom view to display the filtered tickets separately.

After creating your custom view, you can share the work calendar with other users/teams and set their access levels to the shared items. To share a calendar, simply go to the View Settings and click on the Sharing tab. You can choose a user or team from the dropdown list from there.

You can generate hard copies of the various Work Calendar views, including List, Month, Week, and Day views.

By choosing "Print" from the dropdown menu, users can obtain a PDF version of the specific calendar view they are viewing. A preview of the PDF will be displayed, allowing you to select the Print option to produce a physical copy.