Manage Events in Your Calendar with TimeCaptis

You can add, import, export and can manage your calendar events in TimeCaptis. To-Do items with a timeline also appear on Calendar. Refer to the detailed instructions in the step by step guide below.

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1. Sign in to your TimeCaptis Account
2. Click on the ‘Calendar’ link from the selected team from the list of teams appearing on the left sidebar menu. The 'My Personal' team will display only your personal data you have entered in that team, which can not be shared.

3. Upon doing so, the 'Calendar' page will appear. Each step shown in Figure 2 is explained in the below table.

Sl. No.	Name	Description
1	Add Event	Click to add an event
2	Export to Excel	Click to export the events to excel
3	Import Records	Click to import the events
4	View Event	Click to view the event

4. Click on the 'Add Event' button to add an Event.

5. Then the ‘Add Event’ page will appear. Each step shown in Figure 4 is explained in the below table.

Sl. No.	Name	Type	Description
1	Title	Required	Enter a title for the event
2	Description	Optional	Enter a description
3	Event Date	Required	The current date will auto-populate. But you can also edit the same
4	Event Time	Required	The current time will auto-populate. But you can also edit the same
5	Repeat Event	Optional	If your event repeats, check the ‘Repeat Event’ checkbox
6	Repeats	Optional	Choose how often the event repeats from the drop-down menu
7	Contact	Optional	Choose the contact according to the team chosen
8	Notify By Email	Optional	Check this, if you want to notify subscribers or users through Email regarding this event
9	Contacts	Optional	Choose contact(s) from the drop menu, appearing according to the Team, to whom you want to send notification
10	Users	Optional	Choose user(s) from the drop menu, appearing according to the Team, to whom you want to send notification
11	Email Addresses	Optional	Add more email addresses whose names are not there in contacts or users drop menu to notify them
12	Attach Files	Optional	Choose and upload a file from your system

Once you are done with, click on the ‘Save’ button as shown in Figure 3.

6. Upon doing so you can see your recently added ‘Event’ appearing in the Calendar page as shown in Figure 5.

7. To import Calendar Events, click on the 'Import Records' button as shown in Figure 6.

8. Upon doing so, the 'Import Events' page will appear as shown in Figure 7. Click on the 'Download Sample File' link to download the sample '.xlsx' file to your local system as shown in Figure 7.

9. In the sample template as shown in Figure 8, the first row should be the column headers. The next five rows from the template contain the sample data.

10. Once you have the necessary data in the Spreadsheet, you can choose the file by clicking the 'Choose File' button and import the file by clicking on the 'Import' button as shown in Figure 9.

11. After importing the file, the 'Import Events' page will appear as shown in Figure 10. Enter the other details and then click on the 'Save' button.

The import will be complete, and your data will be saved. You will also be able to see all the Events you imported in the Calendar page.

12. To export the Events to excel, click on the 'Export to Excel' button as shown in Figure 11.

13. To view an Event, click on the said Event on the Calendar as shown in Figure 12.

14. Upon doing so, the details page for the Event will open as shown in Figure 13. Each step shown in Figure 13 is explained in the below table.

Sl. No.	Name	Description
1	Contact Name	The name of the contact for which the event is added. click to go to the view contact page
2	Date & Time	The date and time of when the event is added
3	Add Time	Click to add time for this event
4	Edit Event	Click to edit the event
5	Delete Event	Click to delete the event
6	Go Back	Click to return to the calendar page
7	Title	The title of the added event
8	Description	The description of the added event
9	Files Attached	The file attached while adding the event
10	Time Report	All the time added for this event will appear under time report
11	Number of Time Report(s)/Total Hour(s)	The total number of time reports added for this event and total hours for all the added time
12	Name	The name of the subscriber who added time for this event
13	Date	The date on which the time report was added
14	Total Time	The total time entered while adding the time
15	Comment	The comment added while adding the time
16	Files Attached	The file attached while adding the time
17	View Time Report	Click on the button to view the individual time report
18	Delete Time Report	Click to delete the individual time report

15. To add time for the Event, click on the 'Add Time' button present in the view page of the Event as shown in Figure 14.

16. Upon doing so, the Add Time page for the respective Event will appear as shown in Figure 15. Each step shown in Figure 15 is explained in the below table.

Sl. No.	Name	Type	Description
1	Date	Required	The current date will auto-populate. However, you can edit the date
2	Total Time	Required	Enter the total time for the event
3	Category	Required	Enter the category for the time
4	Is Billable?	Required	Choose whether the adding time is billable or not
5	Add a Comment	Optional	Enter a comment for the time
6	Attach Files	Optional	Choose and upload file from your system

Once you are done with, click on the ‘Save’ button as shown in Figure 15. Upon doing so you can see your recently added Time appearing in the view Event page and in the Time Report page.

17. To edit an Event, click on the 'Edit' button as shown in Figure 16.

18. Upon doing so, the Edit Event page will open as shown in Figure 17. Edit the details as per your requirement and click on the 'Save' button to save the changes.

19. To delete an Event, click on the 'Delete' button present in the details page of the Event as shown in Figure 18.

20. Upon doing so, you shall see a pop-up window to confirm before deletion. Click on the 'Confirm' button as shown in Figure 19 and the said Event will be deleted from your Calendar.

21. To view an individual time report added for an Event, click on the 'View' button appearing against each individual time report in the view Event page as shown in Figure 20.

22. Upon doing so, the Time Report added for the said Event will appear as shown in Figure 21. Each step shown in Figure 21 is explained in the below table.

Sl. No.	Name	Description
1	Date	The date on which the time report was added
2	Total Time	The total time added for the event
3	Is Billable?	Whether the added time is billable or not
4	Category	The category chosen for the time report
5	Comment	The comment added while adding the time
6	Files Attached	The file attached in the event for which the time was added
7	Edit Time	Click to edit the time report
8	Delete Time	Click to delete the time report
9	Go Back	Click to go back to the time report page

23. To delete an individual time report added for an Event, click on the 'Delete' button appearing against each individual time report in the view Event page as shown in Figure 22.

24. Upon doing so, you shall see a pop-up window to confirm before deletion. Click on the 'Confirm' button as shown in Figure 23 and the said time will be deleted.