21.12 Update 19-Jan-2021

In this release, we've added the following features

Topics

New Calendar

In this release, we have upgraded the Calendar on iTWO cx with a fresh user interface as well as a few new features.

When you first log in you will see the Calendar will appear on the news page

The widget displays the forms that are due within the next 7 days.

By default, the widget shows you documents that are actioned to you.

However, you can change this so the widget displays forms you created by changing the drop-down menu shown below.

View your Calendar

To view the full calendar, click on the View Calendar option.

You can also click on the Calendar option under Activities in the menu screen to access your Calendar

To access a specific day click on the day column in the widget

Calendar Views - Day, Week, Month, Year

You can view the Calendar by different views using the tabs shown below

What do the different colors represent?

Blue - Items that are open and the due date is more than 7 days away

Green - Items  are closed within the due date 

Red - Items that are open and past the due date

Dark red - Items that are closed but closed after the due date

Orange - Items that are due in the next 7 days

You can open a document in the Calendar by clicking on it

Create a form from the Calendar

To create a form from the calendar double click on a day to launch the new form picker

Filter the Calendar

You can filter the calendar to show only the form types you require.

As well as by their status.