Book meetings, set reminders, keep a personal checklist

The panel beside the grid lists people as checkboxes: tick a colleague and their meetings appear beside yours, untick them and they disappear. That is how the surveyor's week and the installer's week get compared before a date is promised — there is no separate "everybody" view, and you only ever see what each person's privacy setting allows.

That setting sits on the meeting itself, next to Show as (Available or Busy): Public, Private, or Only internal users. Left blank it follows the default in your own preferences. A private meeting still blocks your time for colleagues; it just does not tell them what it is.

The Reminders field on the Options tab offers a shipped set — notifications at 15 minutes, 30 minutes, 1 hour, 2 hours and 1 day, and emails at 3 and 6 hours before. Pick one or several. For anything a person must act on before arriving on site, choose an email reminder: a pop-up nobody was logged in to see is not a reminder.

To-do is its own app in the switcher, not part of Calendar. An item is simply a task with no project, assigned to you: type a line, tick it off. Kanban, list, calendar and activity views are all there, so items with a date can be seen on a small calendar of their own — which is not the Calendar app's grid, and never shows to anybody else.

Use it for the things that are yours alone: chase a supplier, re-measure an opening, call a customer back. The moment an item belongs to a job that somebody else may have to pick up, it belongs in a project task instead, where it has a project, an assignee and a deadline the rest of the company can see. A to-do can be promoted into a real task once it has a project.

An activity — "call the consultant", "send the drawing" — is scheduled on a business record and appears in the clock icon in the top bar. A meeting is a slot with attendees. Scheduling an activity of type Meeting is the bridge between them: it opens the calendar so you can place the slot. Ordinary activities never appear on the Calendar grid, and looking for them there is a common wasted five minutes.

You cannot find Configuration › Reminders — that screen is developer-mode only. Everyone else picks reminders from the shipped list on the meeting itself; adding a new kind of reminder is an administrator's job.

No pop-up appeared before a meeting — notification reminders only reach an open browser. Add an email reminder for anything that matters.

An attendee says they were never invited — check that they are in Attendees, not merely named in the description, and that their contact carries an email address.

You wrote instructions in the meeting and nobody received them — there are two text areas. The Notes tab is for you alone; what reaches the invitation and the calendar pop-out is Calendar description on the Options tab.

The Settings page offers only Outlook and Google — and neither is available on this system. There is no calendar synchronisation with external accounts or phones here; the calendar lives in WindoorERP.