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Borneosoft Calendar Management

1. Introduction

Borneosoft Event - Event Details
Figure 1. Event Details
Borneosoft Calendar Management comprises of Event Management and Task Management. Event Management provides facility for you to schedule once-only or recurring (daily, weekly, monthly or yearly) event. It offers versatile scheduler that allows you to schedule event such as "Touch base with existing customers on the first week day of every month", with ease. If desired, reminder message(s) can be sent as an email to you. You can also invite participants to the event. It will send RSVP message to the invited participants on the time set by you. For example, you can set that invitation message is sent few days before the event to all participants. You can also set the latest time that the participants can indicate the participation. Participants' responses can be viewed in real-time. Task Management provides facility for you to track your tasks. If desired, reminder message(s) can be sent as an email to you.
Events and tasks can also be created inside lead or opportunity as part of your sales management. These events and tasks are only specifically related to the leads or opportunity where they are created. Related events or tasks can be viewed inside the details view of lead or opportunity. The same events or tasks can also be found in the event or task folder respectively.
Borneosoft Event - Year View
Figure 2. Year View
You can view events as a list or as calendar view: day, week, work days, month or year view. The day, week and work days view shows how each event occupies your available time slot. The month and year view shows your event schedule for the whole month and year respectively. The day with scheduled events is highlighted in bold. You can check the events in that day by clicking the date.
Borneosoft Calendar Management is equipped with powerful search capability that allows you to search using free text and flexible syntax. For example, to search events that occurs the first week day of the month, you type monthly:"the first weekday of every * months" in the search field. It's that easy. If you are not sure what you use to search, the search field shows a drop down box of possible search phrases for you to choose when you click on it.

2. Calendar Management

You can create events and tasks in their respective folders, or you can create them as part of other items such as leads or opportunities. The events record your one-off and regular meetings, reminders, and all other things that require schedules. The tasks record your assignments and helps you to organize your work load. It can send reminders before or after the task due date.

2.1. Creating Event

Borneosoft Contact - Event Details
Figure 3. Event Details
  1. Click the Event folder or any of its sub-folders where the new event will be put into.
  2. Click the 'New' button at the toolbar, or click the menu: 'Edit', 'New Item', or click the menu: 'File', 'Create New', 'Event'
  3. An empty event details dialog box will open (Figure 3: Event Details).
  4. Enter the subject, venue, interval and occurrence (once, daily, weekly, monthly, or yearly).
  5. Optionally, set whether reminder will be sent. Set the timing of the reminder and its frequency.
  6. Optionally, send invitation to participants and set the timing when the invitation will be sent and the latest the participants can RSVP to confirm their attendance.
  7. Click 'Save' when you finish entering the details (Figure 1: Completed Event Details).
  8. The next event date will be shown next to the interval.

2.1.1. Event Occurrence Type

The event provides schedules of occurrence:
  1. Once.
    The event happens only once. You need to set the date when it happens. Enter the date to 'Starting On'.
  2. Daily.
    The event happens daily. You need to enter the start date and select how the event ends, i.e., 'No Ending', 'Ending After' x times, or 'Ending on' specific date. You can choose two types of daily events:
    1. Every x days.
      The event repeats every x days. Enter the number of days it repeats.
    2. Every weekday.
      The event happens on Monday to Friday.
  3. Weekly.
    The event happens weekly. You need to enter the start date and select how the event ends, i.e., 'No Ending', 'Ending After' x times, or 'Ending on' specific date. You select which day in the week the event occurs (Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, or Sunday).
  4. Monthly.
    The event happens monthly. You need to enter the start date and select how the event ends, i.e., 'No Ending', 'Ending After' x times, or 'Ending on' specific date. You can choose two types of monthly events:
    1. Day x of every y months.
      The event happens at x-th day of every y month.
    2. The x y of every z months.
      The possible value of x is: First, Second, Third, Fourth, and Last.
      The possible value of y is: Day, Weekday, Weekend Day, Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, and Saturday.
      For example if you choose:
      The 'Last' 'Weekday' of every 1 months.
      The event will happen on the weekday (Monday, Tuesday, Wednesday, Thursday, or Friday) that happens to be the last weekday of the month. The event will repeat every month.
  5. Yearly.
    The event happens annually. You need to enter the start date and select how the event ends, i.e., 'No Ending', 'Ending After' x times, or 'Ending on' specific date. You can choose two types of annual events:
    1. Every x y.
      x is month: January, February, March, April, May, June, July, August, September, October, November, or December.
      y is the day of the month, for example for the month of January, y can be any day of the month between 1st day to 31st day of January.
    2. The x y of z.
      The possible value of x is: First, Second, Third, Fourth, and Last.
      The possible value of y is: Day, Weekday, Weekend Day, Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, and Saturday.
      z is the month of the year, January to December.

2.1.2. Setting Reminder

Borneosoft Contact - Invitation Email Template
Figure 4. Invitation Email Template
The message of the email can be entered by clicking the envelope icon after the 'Send Reminder'. Click 'Save Draft' to save the email.
The email reminder will be sent according to the setting as in x minutes Before/After 'Start Time', 'End Time', or 'Specific Date'. For example, if you set 15 minutes Before Start Time and your meeting start at 9:00 AM, a reminder email will be sent to you at 8:45 AM. A date is required when 'Specific Date' is selected. You can also set how many times the reminder will be sent and the interval between each reminder.

2.1.3. Inviting Participants

Additional message can be entered to the invitation email template by clicking the envelope icon after the 'Send Invitation to participants'. The template contains a YES and NO links for the participants to indicate whether they are attending the event or not (Figure 4: Invitation Email Template). The template contains data field tags that should not be modified or deleted. They are enclosed in curly and square bracket as in {[data_field_tag]}. The URL of the YES and NO link should not be modified or deleted. However, the wording of YES and NO can be modified to, for example, ATTENDING and NOT ATTENDING. Click 'Save Draft' to save the email.
Borneosoft Contact - Selecting Contact Participants
Figure 5. Selecting Contact Participants
You can invite participants by adding your contacts or other users to the event.
  1. Click the Contact or User at the related items title bar.
  2. Existing contact or user can be selected by clicking the select hand icon . A dialog box will appear to select contact or user (Figure 5: Selecting Contact Participants).
  3. Select the checkbox of those who are invited to the event.
  4. Optional. The status can be set to Invited, Attending or Not Attending. The status will be set automatically to Attending or 'Not Attending' when the participant receives the invitation email and responds by clicking the link YES or NO respectively.
  5. Click 'Accept Selection' button at the toolbar. The selected participants will be included in the related items in the event details (Figure 6: Invited Participants To An Event).
Borneosoft Contact - Invited Participants To An Event
Figure 6. Invited Participants To An Event
At the set time, an invitation email will be sent to all participants asking them to indicate whether they are attending or not by clicking the link YES or NO (Figure 7: Invitation Email). The participant can click the link YES, the participant will see a message confirming the action (Figure 8: Confirmation After Clicking YES to the Invitation Email).
As the participants responding to the invitation email, the status of the participants will be updated automatically (Figure 9: Participant is Attending).
All invitation emails are stored under special email folder, Mail » Scheduled » Invitation (Figure 10: Invitation Emails Stored in a Special Folder).
Borneosoft Event - Invitation Email
Figure 7. Invitation Email
Borneosoft Event - Confirmation After Clicking YES to the Invitation Email
Figure 8. Confirmation After
Clicking YES to
the Invitation Email
Borneosoft Event - Participant is Attending
Figure 9. Participant is Attending
Borneosoft Event - Invitation Emails Stored in a Special Folder
Figure 10. Invitation Emails Stored in a Special Folder

2.2. Navigating Events View

Borneosoft Event - Event List View
Figure 11. Event List View
Events can be viewed as list of events or as part of calendar view. Calendar view is further divided into Day, Week, Work Days, Month or Year View.
The list view is shown in Figure 11: Event List View. It lists the event's subject, venue, 'happens on' and category. The 'happens on' column shows the date when the event happens. If the event is a regular event such as daily, weekly, monthly or yearly, the 'happens on' shows the next date the event happens.
Borneosoft Event - Event Day View
Figure 12. Event Day View
In the day, week, work days, month and year view, calendar navigator is used to jump directly to any date (Figure 12: Event Day View). To open the calendar navigator, click the calendar button () in the middle of paging buttons. The paging buttons: first page (), previous page (), next page () and last page () are used to browse the day, week, work week, month and year view page by page. Each view has different meaning for the first, previous, next and last page.
  • Day view (Figure 12: Event Day View), for example, the day being viewed: August 9, 2009.
    • First page: the first day of the month of the day being viewed (August 1, 2009).
    • Last page: the last day of the month of the day being viewed (August 31, 2009).
    • Previous page: the previous day of the day being viewed (August 8, 2009).
    • Next page: the next day of the day being viewed (August 10, 2009).
Borneosoft Event - Event Week View
Figure 13. Event Week View
  • Week view shows days in a week (Figure 13: Event Week View), i.e., Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, and Saturday; for example the days being viewed: Sunday, August 9, 2009 to Saturday, August 15, 2009.
    • First page: the first week of the year of the days being viewed (Sunday, January 4, 2009 to Saturday, January 10, 2009).
    • Last page: the last week of the year of the days being viewed (Sunday, December 20, 2009 to Saturday, December 26, 2009).
    • Previous page: the previous week of the days being viewed (Sunday, August 2, 2009 to Saturday, August 8, 2009.
    • Next page: the next week of the days being viewed (Sunday, August 16, 2009 to Saturday, August 22, 2009).
  • Work Days view shows days in a working week, i.e., Monday, Tuesday, Wednesday, Thursday, and Friday; for example the days being viewed: Monday, August 10, 2009 to Friday, August 14, 2009.
    • First page: the first working days of the year of the days being viewed (Monday, January 5, 2009 to Friday, January 9, 2009).
    • Last page: the last working days of the year of the days being viewed (Monday, December 21, 2009 to Friday, December 25, 2009).
    • Previous page: the previous working days of the days being viewed (Monday, August 3, 2009 to Friday, August 7, 2009.
    • Next page: the next working days of the days being viewed (Monday, August 17, 2009 to Friday, August 21, 2009).
Borneosoft Event - Event Month View
Figure 14. Event Month View
  • Month view shows days in a month (Figure 14: Event Month View). For example the month being viewed is August 2009.
    • First page: the first month of the year of the month being viewed (January 2009).
    • Last page: the last month of the year of the month being viewed (December 2009).
    • Previous page: the previous month of the month being viewed (July 2009).
    • Next page: the next month of the month being viewed (September 2009).
Borneosoft Event - Event Year View
Figure 15. Event Year View
  • Year view shows all days in a year (Figure 15: Event Year View). For example the year being viewed is the year 2009.
    • First page and Previous page are the same. Both show the previous year of the year being viewed (year 2008).
    • Last page and Next page are the same. Both show the next year of the year being viewed (year 2010).
Borneosoft Event - Event Year View with Popup
Figure 16. Event Year View with Popup
Days that have events are highlighted in bold in Year view (Figure 15: Event Year View). A small popup window will appear when the highlighted day is clicked (Figure 16: Event Year View with Popup). The popup shows the events that happen on that day. When the event inside the popup window is clicked, the detail of the event will be displayed.

2.3. Searching Event, General Field

The search field names are:
  1. importance
    Possible values: "Most Important", "Very Important", "Important", "Less Important", "Not Important". To retrieve only events with the specific importance, the search value must be surrounded with double quotes, for example, importance:"Most Important".
  2. description
  3. subject
  4. venue
  5. category

2.4. Searching Event Start and End

The search field names used for searching the start of the event:
  1. start:hhmm
    This is used to search events that start at hh:mm. This format is in 24 hour format. For example, to search events that start at 9am, use search phrase start:0900. To search events that start at 9pm, use search phrase start:2100.
  2. start:[hhmm TO hhmm]
    This is used to search events that start between the indicated interval. For example, to search events that start between 9am to 1pm, use search phrase start:[0900 TO 1300]
  3. starth:hh
    This is used to search events that start at hh hour. For example, to search events that start at 9am, use search phrase starth:09. The result will also include events that start from 9:00am to 9:59am.
  4. starth:[hh TO hh]
    This is used to search events that start within the indicated hours regardless the minutes. For example, to search events that start within 9am to 1pm, use search phrase starth:[09 TO 13]. The result will also include events that start from 1:00pm to 1:59pm since the minutes are not included in the search.
The format for searching the end of the event is the same as that of searching the start of the event by replacing 'start' with 'end'.

2.5. Searching Event Length

The search for length field name is always in minutes. The search field names used for searching the length of the event:
  1. length:000000
    This is used to search the length of the event in minutes. For example, to search 2 hours events, the search phrase is length:000120.
  2. length:[000000 TO 000000]
    This is used to search the length of the event in minutes that falls between the specified search interval. For example, to search events that last 1 to 4 hours, the search phrase is length:[000060 TO 000240].

2.6. Searching When The Event Happens

  1. on:hhmm
    This is used to search events that happens on hh:mm. This format is in 24 hour format. For example, to search events that happens at 9am, use search phrase on:0900. To search events that happens at 9pm, use search phrase on:2100.

  2. on:[hhmm TO hhmm]
    This is used to search events that happens between the specified interval. For example, to search events that happens between 9am to 1pm, use search phrase on:[0900 TO 1300].
  3. ony:yyyy
    This is used to search events that happens in the year yyyy. For example, to search events that happens in 2009, use search phrase on:2009.
  4. ony:yyy?
    This is used to search events that happens in some years: yyy0, yyy1, yyy2, … yyy9. For example, to search events that happens in between 2000 to 2009, use search phrase on:200?.
  5. onm:mm
    This is used to search events that happens in the mm month of the year. For example, to search events that happens in November, use search phrase onm:11.
  6. ond:dd
    This is used to search events that happens on dd day of the month. For example, to search events that happens on the 17th day of the month, use search phrase ond:17.
  7. onlongm:January
    This is the same as onm:mm but using month's name as the search value.
  8. onshortm:Jan
    This is the same as onm:mm but using month's short name as the search value.
  9. onlongd:Monday
    This is used to search events that happens on the specific day of the week. For example, to search events that happens on Tuesday, use search phrase onlongd:Tuesday.
  10. onshortd:Mon
    This is the same as onlongd:Monday but using short name of the day of the week (Mon, Tue, Wed, Thu, Fri, Sat, or Sun).

  11. onh:hh
    This is used to search events that happens on hh regardless of the minutes. This format is in 24 hour format. For example, to search events that happens at 9:00am to 9:59am, use search phrase onh:0900. To search events that happens at 9:00pm to 9:59pm, use search phrase onh:2100.

  12. onh:[hh TO hh]
    This is used to search events that happens between the specified interval. For example, to search events that happens between 9:00am to 1:59pm, use search phrase onh:[09 TO 13].

2.7. Searching Event Schedule

The search field names for searching event schedule:
  1. frequency:once, daily, weekly, monthly, yearly
    This is used to search the frequency of the event. For example, to search daily events, use search phrase frequency:daily.

2.7.1. Search Field Names for Daily Events

  1. daily:"everyday"
    This is used to search daily events that happen everyday. The everyday word must be surrounded by double quotes.
  2. daily:"every * days"
    This is used to search daily events that happen every number of days.
  3. daily:"every weekday"
    This is used to search daily events that only happen on weekdays (Monday, Tuesday, Wednesday, Thursday, and Friday).

2.7.2. Search Field Names for Weekly Events

  1. weekly:"everyweek"
    This is used to search weekly events that happen at least once a week.
  2. weekly:"every * weeks"
    This is used to search weekly events that happen every number of weeks. This excludes weekly events that happen every week.
  3. weekly:"whole week"
    This is used to search weekly events that happen for the whole week (Sunday, Monday, Tuesday, Wednesday, Thursday, Friday and Saturday). The events can happen every week (the same as everyday), every 2 week, and so on.
  4. weekly:"weekdays"
    This is used to search weekly events that happen in ALL of the working days (Monday, Tuesday, Wednesday, Thursday, and Friday).
  5. weekly:"some weekdays"
    This is used to search weekly events that happen at least 2 working days.
  6. weekly:"weekends"
    This is used to search weekly events that happen only on weekends (Sunday or Saturday).
  7. weekly:sunday, monday, tuesday, wednesday, thursday, friday, or saturday
    This is used to search weekly events that happen only on certain day of the week. For example, to search weekly events that happen only on Monday, use search phrase weekly:monday.

2.7.3. Search Field Names for Monthly Events

  1. monthly:"day * of every * month"
    This is used to search monthly event that happens on any day of the month and every number of month. Example of event that will be retrieved by this search phrase is an event that happens on the 12th day of the month and it happens every 6 months.
  2. monthly:"the (first, second, third, fourth, last) (day, weekday, weekend, sunday, monday, tuesday, wednesday, thursday, friday, saturday) of every * months".
    This search field name covers wide range of event schedules. Any combination of the words from the group of words in the first bracket and in the second bracket can be used. For example, using search phrase monthly:"the last weekend of every * month" retrieves monthly events that happen on the last weekend (Saturday or Sunday) of the month and they happens every number of months.

2.7.4. Search Field Names for Yearly Events

  1. yearly:"every (january, february, march, april, may, june, july, august, september, october, november, december) *"
    This is used to search yearly events that happens on indicated month. For example, to search yearly events that happen on March, use search phrase yearly:"every march *".
  2. yearly:"the (first, second, third, fourth, last) (day, weekday, weekend, sunday, monday, tuesday, wednesday, thursday, friday, saturday) of (january, february, march, april, may, june, july, august, september, october, november, december)"
    This search field name covers wide range of event schedules. Any combination of words from the first, second and third brackets can be used. For example, using search phrase yearly:"the last weekend of march" retrieves yearly events that happen on the last weekend (Saturday or Sunday) of March.
    The word inside the bracket can be substituted with *. For example, using search phrase yearly:"the last weekend of *" retrieves yearly events that happen on the last weekend (Saturday or Sunday) in any month.

2.8. Creating Task

Borneosoft Event - Task Details
Figure 17. Task Details
  1. Click the Task folder or any of its sub-folders where the new task will be put into.
  2. Click the 'New' button at the toolbar, or click the menu: 'Edit', 'New Item', or click the menu: 'File', 'Create New', 'Task'.
  3. An empty task details dialog box will open (Figure 17: Task Details).
  4. Enter the subject, start and due date, task status ('Not Started', 'In Progress', Completed, 'Waiting for someone else' or Deferred), task priority (Low, Normal, or High), and optionally, % Complete. Case by default is Open for new task.
  5. Optionally, set whether reminder will be sent. Set the timing of the reminder and its frequency.
  6. Click 'Save' when you finish entering the details (Figure 18: Completed Task Details).
When a task case is changed to Closed, the task is moved to Closed folder and the details cannot be modified (Figure 19: Task's Case is Closed).
Borneosoft Event - Completed Task Details
Figure 18. Completed Task Details
Borneosoft Event - Task's Case is Closed
Figure 19. Task's Case is Closed

2.9. Searching Task, General Fields

  1. importance
    Possible values: "Most Important", "Very Important", "Important", "Less Important", "Not Important". To retrieve only tasks with the specific importance, the search value must be surrounded with double quotes, for example, importance:"Most Important".
  2. description
  3. subject
  4. taskstatus
    Possible values: "Not Started", "In Progress", "Completed", "Waiting for someone else", or "Deferred".
  5. taskpriority
    Possible values: "Low", "Normal", or "High".
  6. taskpercentage
    For example, to search tasks that 50% completed, use search phrase percentage:50.
  7. taskpercentage:[0 TO 0]
    This is used to search tasks that have percentage completion within the indicated values. For example, to search tasks that less than half completed, use search phrase taskpercentage:[0 TO 50].

2.10. Searching Task Start, Due and Completed Date

  1. start:yyyymmdd
    This is used to search tasks that start on specific date: yyyy-mm-dd. For example, to search tasks that start on March 31, 2009, use search phrase start:20090331.
  2. start:[yyyymmdd TO yyyymmdd]
    This is used to search tasks that start within specific dates. For example, to search tasks that start from the beginning of this year, assuming today's date is August 11, 2009, use search phrase start:[20090101 TO 20090811].
  3. start:[yyyymm* TO yyyymm*]
    This is similar to search field start:[yyyymmdd TO yyyymmdd] but it ignores the date. For example, search phrase start:[200901 TO 200903] will retrieve tasks that start from January 1, 2009 to March 31, 2009.
  4. starty:yyyy
    This is used to search tasks that start on specific year. For example, search phrase starty:2009 will retrieve all tasks that start in 2009.
  5. starty:yyy?
    This is used to search tasks that start on some years. For example, search phrase starty:200? will retrieve all tasks that start in 2000 to 2009.
  6. startm:mm
    This is used to search tasks that start on specified month mm. For example, search phrase startm:03 will retrieve tasks that start in March.
  7. startd:dd
    This is used to search tasks that start on specified day of the month dd. For example, search phrase startd:17 will retrieve tasks that start on the 17th day of the month.
  8. startlongm:January
    This is the same as startm but using month's name (January, February, March, April, May, June, July, August, September, October, November, and December).
  9. startshortm:Jan
    This is the same as startlongm but using month's short name (Jan, Feb, Mar, Apr, May, Jun, Jul, Aug, Sep, Oct, Nov, and Dec).
  10. startlongd:Monday
    This is used to search tasks that start on specific day of the week (Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, or Saturday).
  11. startshortd:Mon
    This is the same as startlongd but using day's short name (Sun, Mon, Tue, Wed, Thu, Fri, or Sat).
The format for searching the due date and completion date of the task is the same as that of searching the start date of the task by replacing 'start' with 'due' and 'completed' respectively.

2.11. Task Chart

Charts about tasks can be viewed by clicking the Chart tab and sleet the 'Chart Type'.

2.11.1. #Days of each Task Priority

This chart display the sum of the number of days of all tasks that stay in their priority since the start date of each task. For example, assuming current date is August 11, 2009. Task A start on August 10, 2009 and its priority is High. Task B start on August 9, 2009 and its priority is Normal. The '#Days of each Task Priority (bar chart)' will show two vertical bars. The first bar shows that #Days for Normal priority is 2 (August 9 to August 11) and the second bar shows that #Days for High priority is 1 (August 10 to August 11).
Tasks, which are closed or move to trash bin, do not contribute to the chart. When all tasks are closed, the chart should show 0 for #Days for all task priority (Low, Normal, and High).
Example of the bar chart is shown in Figure 20: No of Days for Each Task Priority as Bar Chart and the pie chart is shown in Figure 21: Percentage Days for Each Task Priority as Pie Chart.
Borneosoft Event - No of Days for Each Task Priority as Bar Chart
Figure 20. No of Days for Each Task Priority as Bar Chart
Borneosoft Event - Percentage of Days for Each Task Priority as Pie Chart
Figure 21. No of Days for Each Task Priority as Pie Chart

2.11.2. #Days for each Task Status

This chart interpretation is the same as the #Days for each Task Priority, except that the #Days is counted against the task status instead of task priority.
Example of the bar chart is shown in Figure 22: No of Days for Each Task Status as Bar Chart and the pie chart is shown in Figure 23: Percentage of Days for Each Task Status as Pie Chart.
Borneosoft Event - No of Days for Each Task Status as Bar Chart
Figure 22. No of Days for Each Task Status as Bar Chart
Borneosoft Event - Percentage of Days for Each Task Status as Pie Chart
Figure 23. Percentage of Days for Each Task Status as Pie Chart

2.11.3. #Task for each Priority

This chart displays the number of tasks for each priority. Tasks which are closed or in the trash folder are excluded from the chart. Example of the bar chart is shown in Figure 24: No of Task for Each Priority as Bar Chart and the pie chart is shown in Figure 25: Percentage of Task for Each Priority as Pie Chart.
Borneosoft Event - No of Task for Each Priority as Bar Chart
Figure 24. No of Task for Each Priority as Bar Chart
Borneosoft Event - Percentage of Task for Each Priority as Pie Chart
Figure 25. Percentage of Task for Each Priority as Pie Chart

2.11.4. #Task for each Status

This chart interpretation is the same as the '#Task for each Priority' except that the #Task is counted against the task status instead of task priority. Example of the bar chart is shown in Figure 26: No of Task for Each Status as Bar Chart and the pie chart is shown in Figure 27: Percentage of Task for Each Status as Pie Chart.
Borneosoft Event - No of Task for Each Status as Bar Chart
Figure 26. No of Task for Each Status as Bar Chart
Borneosoft Event - Percentage of Task for Each Status as Pie Chart
Figure 27. Percentage of Task for Each Status as Pie Chart

2.11.5. #Task for each Priority by Month

This chart displays the number of tasks for each priority for each selected month. If the selected months contains the current month, the values for the current month in '#Task for each Priority by Month' is the same as those values in '#Task for each Priority'. '#Task for each Priority' takes a snapshot at any point of time, where '#Task for each Priority by Month' take snapshot month by month.
Borneosoft Event - No of Task for each Priority by Month
Figure 28. No of Task for each Priority by Month
The selection on intervals for the '#Task for each Priority by Month' are:
  • Current Fiscal Year
  • Last Fiscal Year
  • Next Fiscal Year
  • Current Fiscal Year (Quarterly)
  • Last Fiscal Year (Quarterly)
  • Next Fiscal Year (Quarterly)
  • Last 5 Fiscal Year
  • Next 5 Fiscal Year
  • Current 5 Fiscal Year (Quarterly)
  • Next 5 Fiscal Year (Quarterly)
  • Current Fiscal Quarter
  • Last Fiscal Quarter
  • Next Fiscal Quarter
  • Last 4 Fiscal Quarter
  • Next 4 Fiscal Quarter
  • Other Interval
The start and end of the fiscal year are determined by the country which has been selected in the organization details. For example, if the country selected is United States, the fiscal year is from October 1st to September 30th. If the country selected is Australia, the fiscal year is from 1 July to 30 June.
Example of '#Task for each Priority By Month' for the US current fiscal year, October 1, 2008 to September 30, 2009; assuming current date is August 11, 2009 is shown in Figure 28: No of Task for each Priority by Month.

2.11.6. #Task for each Priority by Day

Borneosoft Event - No of Task for Each Priority by Day
Figure 29. No of Task for Each Priority by Day
The interpretation of this chart is the same that of chart '#Task for each Priority by Month' except that the interval is day by day. Example of '#Task for each Priority By Day' from July 12, 2009 to August 14, 2009, is shown in Figure 29: No of Task for Each Priority by Day.

2.11.7. #Task for each Status By Month and By Day

The interpretation of these charts is the same as those of '#Task for each Priority by Month' and '#Task for each Priority by Day', except it counts the task against its status instead of priority. Example of the bar chart for selected current fiscal year is shown in Figure 30: No of Task for Each Status By Month and the line chart from July 12, 2009 to August 14, 2009 is shown in Figure 31: No of Task for Each Status By Day.
Borneosoft Event - No of Task for Each Status By Month
Figure 30. No of Task for Each Status By Month
Borneosoft Event - No of Task for Each Status By Day
Figure 31. No of Task for Each Status By Day
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