WindoorERP Documentation 19.0

Manage team calendars, meeting reminders, personal checklists, and activity feeds

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Coordinates cross-departmental site survey visits, client meetings, and factory production audits with Google/Outlook calendar synchronization, automated email/SMS reminders, and personal To-Do boards.

Before you start

  • Active user account.

Steps

Team multi-user shared calendar month schedule view

Calendar meetings and appointments list

Meeting event booking form with attendee invitation tags

Automated meeting notification reminders catalog list

Reminder rule configuration profile

Calendar synchronization and Google/Outlook integration settings panel

Personal to-do task board kanban columns

Personal to-do tasks list view with due dates and tags

Personal to-do tasks scheduled on calendar view

Personal to-do upcoming activities overview board

Important

Booking client site surveys through the synchronized Calendar automatically updates surveyor mobile queues and prevents double-booking overlaps.

  1. 01
    Open Calendar in Day, Week, Month, or List view to book meetings and site surveys.
  2. 02
    Configure recurring SMS and email alerts under Configuration › Reminders.
  3. 03
    Open To-Do in Kanban, List, or Activity view to track personal action items.
  4. 04
    Sync calendars with mobile devices under Calendar › Configuration › Settings.

Common mistakes

  • Scheduling external client site meetings without assigning an explicit location pin or Google Maps link.
  • Creating high-priority project tasks as untracked personal To-Do notes instead of formal Project Tasks.

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