SherpaDesk Team Calendar

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Team Calendar 

EVENT TRACKING IN A CALENDAR FORMAT

Technicians are able to schedule events and appointments in local or shared calendars. This enables Administrators to better keep track of technicians' on-site appointments and scheduled tasks.

SYNC WITH GOOGLE CALENDAR

SherpaDesk integrates with Google Calendar. Your SherpaDesk dates and events will automatically sync with a shared Google web calendar giving your team and admins a complete view of assigned tasks, appointments, ticket due dates, and asset audit schedules.

FILTER CALENDAR DATES

Filter your SherpaDesk Calendar by different views to see all events and dates for Accounts, Projects, or Technicians.

SWITCH CALENDAR VIEWS

View your SherpaDesk calendar with either a daily, weekly, or monthly view.

ADD EVENTS DIRECTLY FROM TICKETS

Events can be scheduled directly from the ticket detail, shared on the web calendar, and sent out as invites for end-users to add to their local calendar.

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GOOGLE CALENDAR

Dates & events automatically sync with Google calendar, giving a complete view of assigned tasks, appointments, due ticket dates, & asset audit schedules.

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MONITOR TODOs

Monitor TODOs from a central location. Create a list of all TODOs that can be filtered by Accounts and Projects and stay on top of what needs to be done every day.

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SYNC WITH YOUR TEAM

Send invites to your team directly from inside tickets to be added to their local calendars. Enable 2-way sync between Shared Calendars and SherpaDesk Calendar.

SherpaDesk Team Calendar

SCHEDULING YOUR TEAM

Get a calendar view (monthly/weekly/daily) of where all your technicians are assigned and what they are assigned to do. This gives administrators a clear picture of all technicians on location and what ticket or project they are working on. Admins can also see a list of all ToDos and filter for Accounts and Projects to see what needs to be done on a specific day.

 
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CREATING EVENTS FROM A TICKET

Create events directly on a Ticket and automatically send a calendar invite to the user. This helps schedule onsite appointments with technicians that are tracked on the Ticket. Techs will have the ticket details posted on their local calendar and synced with their web calendars.

SYNCING FROM WEB CALENDAR 

Sync with Google Calendar. Define dates to be added to the Shared Calendars automatically. Setup a 2-way sync between your Shared Calendar and SherpaDesk Calendar, giving admins a complete view of all scheduled appointments and TODOs.

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