Resource planning
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How do I add events to the Annual Wheel

Creating an event is a great way to get an overview of what needs to be done and when, and to share this information across the organization. Events can be made recurring annually to save time.

 

  • Click the three-dot menu in the top right corner of the gadget and select Add event.




  • Enter a name and start and end date (required). Here you can also choose whether the event should repeat annually.

  • Select a category for the event—this determines its color. You can read more about categories and how to create them here: Create and edit categories

  • Distribute the event to relevant departments (required).

  • You can also attach supporting material such as links or files.

  • At the bottom, you can enter a description of the event.

  • Click Add to save the event.