This article explains how to view your team's calendar items in your Cross-case Calendar within Unity® Practice Management.
How to View Your Team's Calendar Items
To view your team's Cross-case Calendar items, follow the steps below:
- Open your Organiser.
- Click on the Search Bar to see a list of users.
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To select the user you need to view, either scroll down the list or type the user's name.
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Any names you choose will appear alongside yours, and you'll then be able to see their items in the calendar.
To remove a user's items from your calendar, click the X icon next to their name.
To view Milestones, you need to Watch a Case. Go into the case and select Watch Project at the top of your screen. You will be able to view any Milestones set up for that case on your calendar.
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Changing Milestone Date in Schedule View