This article describes Day At A Glance, a tool that provides event planners with a quick way to find events that need attention or additional processing.
Overview
The Day At A Glance tool provides quick access to five key types of information, which are represented by circles that indicate how many items are in these groups:
- Bookings
- Requests
- Approvals
- My Tasks
- Unread Conversations
- Unanswered Questions
To see the list of bookings for any of these groups, click the appropriate circle. Click an event to learn more about it or edit it.
Bookings
This group shows all bookings that are either in progress at the moment or happening later in the day. Bookings that have ended are not included in this count.
Requests
This group shows all requests submitted via the Mazévo Mobile app or from the web request page. The events are displayed in order of the date and time the request was created. If approvals are used, requests are grouped by the approval status and then by date/time.
Approvals
This group lists events that have approvals that have not been processed by the people who need to approve them.
My Tasks
This group lists the tasks for the current user that have a due date of 'Today' or earlier. The user can edit each task, mark the task as completed, and even reassign the task to another user.
Unread Conversations
The Unread Conversations group displays events that have unread messages sent by the primary contact on the event to event planners.
Unanswered Questions
This group displays events that have questions asked by an event planner that has not been answered by the primary contact.