25Live Help Guide

25Live User FAQS

What Is & Why Should I Start Using 25Live

25Live is a comprehensive event scheduling and space management software designed for colleges, universities, and other institutions. It helps manage and streamline the process of booking rooms, planning events, and coordinating resources.
  1. Campus-Specific Features: 25Live is designed specifically for educational institutions, offering features tailored to scheduling classrooms, events, and campus resources, which Google Calendar does not provide.

  2. Integration with Campus Systems: 25Live integrates seamlessly with other campus management systems, such as and Banner, ensuring a cohesive and efficient scheduling process.

  3. Resource Management: 25Live allows for detailed management of campus resources, including rooms, equipment, and facilities. It helps prevent double-bookings and ensures optimal use of available resources.

  4. Compliance and Reporting: 25Live supports compliance with regulations like the by maintaining accurate records of events and space usage. It provides reporting tools to help with campus safety and resource allocation.

  5. Centralized Scheduling: 25Live provides a centralized platform for all campus scheduling needs, ensuring consistency and reducing conflicts. It allows administrators to see and manage all campus events in one place.

  6. Advanced Functionality: 25Live offers advanced features such as automated workflows, approval processes, and notifications, which enhance efficiency and communication within the institution.

In summary, 25Live is purpose-built for the needs of educational institutions, offering comprehensive and integrated scheduling, resource management, and compliance features that Google Calendar lacks.

The Academic Scheduling Specialist is the individual that controls how far out events can be booked into 25Live. Reason being academic events also known as sections (classes) take priority within the system and all locations are blacked out (offline) in the system during upcoming semester scheduling.

You can view this information in the Upcoming Class Scheduling Deadlines Calendar

25Live will be open for reservations of events in the "Review Phase" of the above calendar each semester.
有料盒子视频 uses Publisher to advertise events.

What is Publisher?

Publisher is a tool that uses 25Live data to populate calendars that can then be customized to fit the functional and aesthetic needs of your institution. Publisher provides a variety of formatting options for event data, including basic calendars, rolling lists, and tile views. Once a feed is customized, Publisher generates code that can be embedded into public-facing or internal websites.

To list an event in the Publisher:
  1. When filling out the event form select yes to "Do you want your event listed on the 有料盒子视频 Events Calendar"
  2. Add an Event Image and Detailed Image
  3. Select Featured Event

25pub
Unfortunately, no. The designated approvers for the space must approve the request first.

Express Scheduling in 25Live is a streamlined feature designed to quickly and easily reserve a space for short, simple events without needing to go through the full event creation process. Here are the key aspects of Express Scheduling:

  1. Quick Reservations: Allows users to reserve a space in just a few clicks, ideal for brief, straightforward events like meetings, study sessions, or impromptu gatherings.

  2. Simplified Interface: Provides a simplified, user-friendly interface that focuses on essential details such as date, time, location, and basic event information.

  3. Immediate Confirmation: Often offers immediate confirmation of space availability and booking, reducing wait times and administrative overhead.

  4. Pre-Defined Spaces: Typically allows reservations for a limited set of pre-defined spaces that are frequently used for short events, ensuring quick access and reducing complexity.

  5. Time Limits: Usually includes a restriction on the duration of the event to ensure that spaces are available for others and to maintain efficient space utilization.

  6. Accessibility: Makes it easy for a wide range of users, including students, faculty, and staff, to book spaces without needing extensive training or detailed knowledge of the system.

    **Users are required to request this by contacting uaf-academic-scheduling@alaska.edu for their owned spaces.**

    **Express Scheduling will not publish events in Publisher**

 

Creating an Event

The individual(s) listed as the scheduler in the "Details" of a location is the individual to contact about the scheduling, use, and availability of the space.

This can happen, but if you create an event for the same day, it is unlikely to be approved immediately, and there鈥檚 no guarantee the space will be assigned to the event.

Best practice is to not create an event that is happening that same day.
If you are not the individual that created the event you do not have edit access, only the individual that created and submitted the event request can make edits to the event.

If the individual that created the event is not responding and an adjustment is needed as soon as possible, please reach out to uaf-academic-scheduling@alaska.edu or uaf-university-relations@alaska.edu.

There are several reasons why you might not be able to find the location you want in 25Live:

  1. Location Restrictions: Some locations may have restricted access and are not visible to all users. Ensure you have the necessary permissions to view and book the desired location.

  2. Incorrect Search Criteria: Double-check your search criteria. Make sure to use the correct name, building code, or other identifiers for the location.

  3. Updates or Maintenance: The location might be undergoing updates or maintenance, temporarily affecting the availability. Be sure to include "Show Blackouts" when searching availability in the location's calendar.

  4. Location Not Yet Entered: The location may not have been entered into the 25Live system yet. If it鈥檚 a new location or newly added to campus, it might need to be added by the scheduling administrator.

  5. Availability Settings: The location might be fully booked or not available for the date and time you are searching. Check for alternative times or similar locations.

If none of these reasons seem to apply, you may want to reach out to uaf-academic-scheduling@alaska.edu

There are a few reasons why you might be able to see a location in 25Live but not be able to request it:

  1. Permission Restrictions: You might not have the necessary permissions to request the location. Different users can have different levels of access based on their roles and responsibilities.

  2. Location Status: The location might be viewable but not available for booking due to its status. It could be reserved for specific events, under maintenance, or otherwise restricted.

  3. Date and Time Restrictions: The location may be available to view but not requestable for the specific date and time you are interested in. It could be already booked or not available during that period.

  4. Setup and Teardown Time: Some locations require setup and teardown time which might conflict with your requested time, making it unavailable even if it appears open on the schedule.

If you continue to have issues, it is best to contact uaf-academic-scheduling@alaska.edu or uaf-university-relations@alaska.edu   for further assistance. They can provide more details about specific location policies and help resolve any access issues.

Max Capacity and Layout Capacity on the Layouts block in the Location Details.

When looking for location availability in 25Live Event Form, it does not compare the expected headcount of the event to the maximum capacity of each location except as a warning after a location that is too small has been selected, and this warning is not related to layout capacities themselves鈥搊nly the location's maximum capacity. It's up to the assigning scheduler to know whether a given layout is too small for their event needs.

Note: Most locations are set up to have a default capacity of "Student Seating".

The "Max Capacity" is the maximum amount of individuals that can occupy the space without furniture. 

Non-UA involvement essentially means any individual that is not a UA employee.

  • Spectators
  • Visitors
  • Guests
  • Entertainment
  • Audience
  • Performers
  • Outside Groups
Yes, only the requestor will receive a verification of the approval for an event.
The "Audit Trail" view shows a list of actions performed with this object available to users with sufficient permissions. 

Do be aware that the audit trail lists the individuals UAID and not their name, if you require assistance with identifying an individual in the audit trail please reach out to uaf-academic-scheduling@alaska.edu.

To view an event's audit trail:

1. Find the Event

Search for the event you wish to delete or choose from your dashboard starred events. Tap or click on the event name to view the event's details.

2. Use the Audit Trail Link

In the event's details view, use the Audit Trail link to go to that section. You can click the Date, User, or Action column header to sort the entries by that data.
Audit trail of event

You will see that the audit trail also displays location, resource, and organization changes. 

During Your Event

If an event is scheduled in 25Live, you typically won't need to request an unlock for the space.

However, if the need arises, contact the following for assistance:

For spaces that are Key Access:
For spaces with Swipe Card Access:
For spaces with Key Code Access:
  • Contact the location scheduler
Furniture should never be removed from a location, especially classrooms. If it must be moved, it must be returned exactly as listed in the room layout in "Details". Requestors are required to inform the space scheduler of the new location before moving any furniture.

 

Other FAQs

Using 25Live is compliant with the because it helps institutions maintain accurate and up-to-date records of campus events and space usage.

The 25Live system ensures that all locations and events are logged, providing essential information for campus safety and security.

The data collected can be used to monitor and report incidents, enhancing transparency and compliance with the requirements for reporting campus crime statistics and ensuring timely warnings and emergency notifications.

Starring your favorite events, locations, resources, organizations, and contacts gives you quick access to the objects you work with most often. 

  • A filled star Star icon icon next to an item indicates the item is currently a favorite
  • Tap or click the filled star Star icon (filled) icon to remove that object from your favorites
  • Tap or click the empty star Star icon (empty) icon to add that object to your favorites
  • Starred events, locations, resources, organizations, and contacts are available in a default pre-defined group listed in the Saved Searches choices in the Search section.

Tip: Favoriting Copied Searches:
  • New searches created by sharing from other users are created as unstarred/unfavorited searches. If the user who receives the copied search wants to use it with a report, they must first mark the search as starred.
Contacts may be starred and unstarred, but only during event creation/editing. You may also star event types as favorites.

Security Note: The ability to star items of interest is available only to users who have signed in and are 25Live schedulers/users.
All edits to scheduled sections (classes with CRNs) are required to be done in .


The only individuals that have edit access to scheduled sections are the Registrar's Office.
Unfortunately, no. All changes to a scheduled section (class with CRN) is required to be done in .

If the administrators see any scheduled changes for a scheduled section in the system it will be denied.

The only exception to this is if the class needs the room to be unlocked during a holiday.
In 25Live, a blackout refers to a designated period when specific locations or resources are unavailable for scheduling. This can be due to maintenance, events, or other reasons determined by the administration.
Blackouts should always be used for taking a location offline for maintenance. If an event is submitted for maintenance it will be denied.

We do not hide locations in 25Live, but we can make them not requestable. To request this, please email uaf-academic-scheduling@alaska.edu and ask for the location to be made unrequestable in the system.

Include the building and room number of the location you want to be unrequestable.

25Live is a comprehensive event scheduling and space management system that offers a wide range of features beyond just booking rooms. Here are some of the key capabilities of 25Live:

  1. Event Scheduling: Allows users to schedule events, including setting up recurring events, and manage event details such as time, date, and participants.

  2. Resource Management: Enables users to book resources like AV equipment, catering, and other event-related services alongside room reservations.

  3. Event Publishing: Provides tools to publish event details to calendars, websites, and digital signage, helping to promote events and inform the community.

  4. Pricing: Price events and generate price quotes and invoices for customers.
  5. Space Utilization Analysis: Offers detailed reporting and analytics on room and space usage, helping institutions optimize their space utilization and plan future needs.

  6. Workflow Management: Streamlines the approval process for event requests, ensuring all necessary permissions and steps are completed before an event is confirmed.

  7. Conflict Detection: Automatically checks for scheduling conflicts and double bookings, ensuring efficient use of spaces and resources.

  8. Customizable Layouts: Allows users to customize room layouts and setups for different types of events, ensuring spaces are configured correctly.

  9. Integration with Other Systems: Integrates with other campus systems such as academic scheduling software, facility management systems, and campus security systems for comprehensive event management.

  10. Mobile Access: Offers mobile access to scheduling features, making it easy for users to manage bookings and view schedules on the go.

  11. Communication Tools: Includes built-in communication tools to notify stakeholders about event details, changes, and updates.

  12. Calendar Management: Provides a centralized calendar view of all events happening on campus, allowing users to see availability and plan accordingly.

  13. Emergency and Safety Features: Supports emergency management by providing real-time data on space usage and occupant locations, which can be critical during emergencies.

  14. Support for Different Event Types: Handles a wide range of event types, from academic classes and meetings to large conferences and special events.



 

25Live How To's:

User Basics:

There are many ways to access 25Live:
How to view 25Live as a user:
  • View as a guest
    • Doesn't require the user to sign in
    • User can only view information about events
    • Will be unable to create an event
  • Sign in
    • Sign in using your SSO
    • Users can view or create an event in the system
    • have access to reports
    • Send emails within the system to to sign in:
  1. Go to 25Live -

  2. Select Sign In25lsignin
  3. Enter your SSO if you have not already signed in using it.
Your Dashboard Features Elements

The 25Live dashboard uses element sections to give you quick access to commonly used objects. You can customize the placement of the elements and hide those you don't wish to see. The default dashboard includes all the available elements in their expanded view.

Customizing Your Home Dashboard View:

Use the Customize dashboard button (Customize Dashboard) link at the bottom-right of the page to open the customization view. Your view will scroll to the top of the page to the revealed customization controls.

Within the shaded customization controls section, there are written instructions to remind you how to move elements in and out as well as an option to Reset Dashboard.

Use the Done button to close the customization controls.

To Move Elements:

As you hover your mouse over the title of an element, the mouse cursor will change to a crosshair icon Crosshair icon. Click on the title of an element to move it. Drag the box to the desired position, then release it.

Outlines will appear as you drag the element over available spaces.

If you are finished moving elements, use the Done button to close the customization controls.

To Add or Remove Elements:

You can hide an element from view (remove it from your dashboard) by clicking its title and dragging it into the shaded customization control area.

The customization control area displays titles of elements that have previously been hidden from view. Simply drag any element by its title back onto the dashboard to restore it. Outlines will appear as you drag the element over available spaces.

If you are finished moving elements, use the Done button to close the customization controls.

Using Quick Search:

25qsearch


  1. Enter the location name or short name or 
  2. Hit Enter or click on the magnifying glass icon

There are multiple ways to view a locations availability.

In a location search


Under "Availability" in More.


In "Location Details"
To create an event simply fill out the event form. There is required areas on the form that will not allow the submission to be saved unless the information is entered.
Using Quick Search:

25qsearch


  1. Enter the event name, event title, event reference number 
  2. Hit Enter or click on the magnifying glass icon

You can save searches in 25Live for later use. By default, your saved searches are available only to you, but you can also share searches with other 25Live users.
  • Reminder: You must be signed in to save a search

Saving a New Search

After completing a search and looking at your search results, you have the option to save a search.

  1. Use the "Save AS" link near the search buttonSave As link
  2. Name the searchSave search dialogue box
  3. Type in the name of your search, choose whether you want to add to starred (favorite) searches for easy access later, then use the Save button.

Why would I need to save a search?
  • For running reports
  • To use later on
  • To share with others
To update the location scheduler(s), please email uaf-academic-scheduling@alaska.edu and provide the following information:

  • First and last name
  • Phone number
  • Department
  • Locations (building and room number) the individual will oversee
To add a location in the system please fill out one of the following forms:

To update an already existing locations details information please fill out the following form:

To request to have express scheduling added to your locations please fill out the following form:

To cancel a single occurrence/non-repeating event within the event form:

  1. Select Edit Event
  2. Scroll down to the Event State field, and choose the Cancelled event state.
    •                              
  3. Use the Save button to complete cancelling the event.
To cancel a single occurrence/non-repeating event while in Event Details:

  1. Change the event state to Cancelled 

To Cancel Individual Occurrences of a Repeating Event:

  1. Select Edit Event
  2. Select Mange Occurrences in the Event Form eventcancel
  3. Change the status of the occurrence to cancelled Occurrence List
  4. Save the event.

Note: Reversing a Cancellation

If you need to restore an event that has been cancelled, you can change the state again from the event details view (with appropriate security permissions). You'll need to edit the event to restore any discarded location or resource assignments.

To Email Event Details:

  1. Navigate to or search for the event
    • Use your favorites events section on the dashboard or search for the event, then click on the event name to go to its details view.
  2. Select the email event detail option email1
  3. In the main Details tab, use the More Actions link to reveal options, and select the Email Event option.
  4. Choose Event confirmation email from the email template if you are confirming the event and sending a confirmation. If you are communicating with the requestor leave that area blank.email2
  5. Complete the related recipients sections
    • In the first sections of the dialog that are shown, check the boxes next to the event roles to add Related Recipients. You can add each role as the To, CC (carbon copy), or BCC (blind carbon copy/hidden). An error will display if any of the users in event roles don't have a valid email address associated with their 25Live contact.email3
  6. You can also type in Additional Recipients addresses separated by commas for individuals that are not in related event roles or contacts outside of 25Live. If the use of a manual template added Additional Recipients that you don't want to use for this email, you can remove them.
  7. Optionally add attachments
    • Select any of the available reports as PDF attachments. The reports available will depend on the reports in your instance and may include event confirmations, cost quotes, invoices, iCal files, custom documents, and more. You may also upload files to attach to the email. We don't recommend uploading files larger than 10 MB.email4
  8. Optionally edit the subject line and add body content
    • You can edit the default email subject line that will be used. There is also an option to add custom text that will appear in the body of the email. To automatically add a link to the event in 25Live, check the Include link to 25Live box.email5
  9. (Optional) Schedule the email
    • To send the email add a later date, select the Scheduled Email checkbox. Choose Days from Event Start, Days from Event End, or Days From Now. Then, enter a number in the Schedule Offset Days field. Scheduled emails go out at 3:00 a.m. (Pacific time, 6:00 a.m. Eastern time) each day.email6
  10. Send the email
    • Use the Send button to send or schedule the email.
    • After sending, you will receive a browser alert informing you that the email was sent successfully. If you have uploaded any large attachments, you may experience a delay before seeing the success message.
For adding setup, pre-event, post event, or takedown times do the following:

After you choose whether or not your event has more than one occurrence, you are ready to select event times and, optionally, add Setup, Pre-Event, Post-Event, and/or Takedown times

addtime

The Event Form shows and changes the Reservation Start date/time, Reservation End date/time, and the total Reservation Duration as you add or remove additional time.

Type in times in any of the fields. Any added time will be included in the total Reservation Duration.
The scheduling of final exams in 25Live is done by the Academic Scheduling Specialist located in the Registrar's Office. See the 有料盒子视频 Final Exam Schedule.
To add an email signature to any emails you send through the system follow these steps:

  1. Use the More menu in the top navigation bar to access User Settings option.emailsig


  2. Go to the Email Signature box and input your email signature.emailsig2
  3. Click the Save button.

 

 

Some users prefer the darker theme to reduce eye strain, use the application in darker environments, save battery power on some devices, or to improve accessibility for users with low vision or light sensitivities.

  1. Use the More menu in the top navigation bar to access User Settings option.
  2. Select Display
  3. To switch to a darker theme, toggle the setting for Dark Mode to Yes.
  4. Save your changes.
display tab of the user settings

Advanced Users:

This short video shows how to create an event with varying meeting days, times and locations.

Relating events lets you specify that certain events are related in a way that is significant to 有料盒子视频 practices 鈥 for example, a Conference, a Film Festival, or Homecoming. The relationship among related events does not affect the data, but enables you to manage events as a group for actions like copying or editing all or some of the events, viewing all related events in the Calendar view of a single event in the relationship, or including all related events in a single report.

Here's an example:

Suppose there is a large film festival every December. The main event in the example is a Three-Day Film Festival, which has several events related to it. After creating the main event, you create other events and then 鈥淩elate鈥 them to the main event.

Events with a relationship to the main event might include:

  • Three nights of film screenings
  • A Q & A with film directors
  • A film award ceremony

Related events example

You can relate events to create a new event set or add an event to an existing set from two places in 25Live:

  • From the summary of More Event Options displayed when you finish creating or editing an event
  • When you're viewing an open event
  1. Click or tap on the event's name in any view to see the event's details.
  2. Use the more actions display to access related events, With one of the events open in the details view, choose Related Events from the More Actions display.Related Events in More Actions
  3. Use the Add Events to Set button. In the Manage Related Events display, you're informed if this event is in a related event set. To add events to a set or to create a new set, use the Add Events to Set button.
  4. Find the events you want to relate. Use the keyword search field or filter dropdown to find events you wish to relate to the current event or set.
  5. Select and add the events you want to relate. In the search results list, check the box of each of the event(s) you want to add to the set, then use the Add Selected button. Adding events to related setYou don't need to search for and select all members of a set to add a new event to it. Just choose the events you want to add. For long search result sets, use the NextLast, and other pagination controls at the bottom of the list to view additional pages of results and adjust the number of results on the page. The Show Selected button can also be used to more conveniently review only the events you have checked in the list before adding them to your related event set. 
    • A complete list of all events in the related events set displays after successfully adding events to the set.
  6. Close the window, or use the Add Events to Set button to add additional events.

Note: The Event Form has an option at the end to Create Another Related Event or Create A Related Copy of This Event before saving your event.

When you copy an event that is related to other events, you will see an option to Copy and Relate which allows you to create a copy and relate it back to the original event or the original related event set.

If you're the event Scheduler, you can bind an event to other events. Events that are "bound" must have the same location(s) assigned, although they may occur at the same or different dates/times.

The following rules govern bound events:  

  • Location changes can be made for single occurrences, but it's common to have all occurrences of all events in a bound event set assigned the same location(s), regardless of dates or times. 
  • If you create a binding relationship between your events, then all location assignments to one event should automatically also be made to the other event upon subsequent updates.
  • Changing the assigned location of an event in a bound set automatically changes the location assignment of all other members of the set to that same location.
Note: Non-academic events can also be bound to academic events (Classes).


To create or add events to a bound event set:
  1. Access the manage bound events window
    1. With one of the events open in the details view on the Events tab, choose Manage Bindings from the More Actions display, or select Manage Bindings in More Event Options immediately after saving a new or edited event.Manage Bindings in More Actions

  2. In the Manage Bound Events window, the title informs you if this event is in a bound event set. To add events to the set or create a new set, use the Add Events to Set button.
  3. Use the keyword search field to find events you wish to bind to the current event or set.
  4. In the search results list, check the box of each event you wish to add to the set, then use the Add Selected button.Use the Manage Bound Events window to add new bound eventsFor long search result sets, use the NextLast, and other pagination controls at the bottom of the list to view additional pages of results and adjust the number of results on the page. The Show Selected button can also be used to more conveniently review only the events you have checked in the list before adding to your related event set.
    A complete list of all events in the related events set will display after successfully adding events to the set.
  5. Close the Manage Bound Events Window, or use the Add Events to Set button to add additional events.


Reports depend on the use of a saved search. For example, you may choose a saved location search to run the Daily Room Sheet report. You should be sure you have saved searches or public searches ready before choosing a report to run.

To Run a Report:

  1. Navigate to More at the top of your screenreports
  2. Select Reportsreports2
  3. Search or choose a report to runhe Reports home screen shows section category choices  You can choose a report using the categories on the application home page or in the report choices section.
  4. After choosing any report from the list, you can read the description of the report by using the information (Information icon) icon, or you can view a sample image of the report using the View Sample link. For sample images and descriptions of all standard reports, see the 25Live Standard Report Reference.You can read a report description or view a sample image using links after the report name
  5. Choose the format and delivery option.

    Report format options

    Reports have several format options to choose from:

    • PDF 
    • Excel 
    • Rich Text Format (compatible with Microsoft Word) 
    • HTML 
    • (Plain) Text

    Each of these formats can be saved, printed, or exported as needed.

    Report Delivery options

    The available delivery options are:

    •  View this report now 鈥 to save, export it via a method other than email, or print 
    • Email this report to yourself 鈥 using the email address in your 25Live contact record 
    • Email this report to... 鈥 displays a field for you to complete with any valid email address

    Both of these fields are required.

  6.  Complete report parameters.

    Each report has its own set of parameters to complete, some required and some optional.

    Daily Events report parameters example

    For example, if you chose the Daily Events report, you must complete the Event Search, Start Date, and Location Search parameters. If your report parameters include a start date and end date, you cannot choose a start date that occurs before the end date.

    Some reports that allow for date ranges of data are limited to 8-day ranges to help ensure the speed of reporting.

  7. Run the report. Use the Run Report button Run Report button. A success message with additional information on retrieving your report will be displayed. If an error is displayed, follow the directions in the error message, such as trying to run your report again later.
  8. Retrieve the report. Follow the displayed instructions to retrieve your report from a browser tab or email application.
To schedule a report:

  1. Select to Go to Tool from the More dropdown.
  2. Select 25Live Reports.
  3. Select Reports Admin.
  4. Select a Report from the dropdown menu to create a scheduled report.
  5. Click Create
Scheduling a report requires completing a short form of details
  • Schedule this report 
    • Completion of a short form is required to schedule a report to send to one or more recipients, including:
      • Schedule Name: Name of this patter to re-use at a later time
      • Repeat Pattern: Choose if you would like to repeat sending this report, and, if so, whether to send on a daily or weekly basis
      • Begin Report Schedule on: The starting date of the schedule
      • Run Time: The time of day to send the report
      • Email Report To: Type to search for a 25Live contact or use the dropdown to choose. You may choose more than one recipient then remove any with the "X" icon
      • Email Report cc, Email Report bcc: Similarly to the "To" field, search or select 25Live contacts to send to copied or blind copied
      • Email Report From: Choose "Me" to have the email come from the email address on your user's 25Live contact record. Choose "Someone Else" to search for or select a 25Live contact as the sender
      • Email Subject: Complete what you'd like the subject of each email to be
      • Email Body: Type content that will appear in the body of each scheduled email

Use the Run Report button to run the report and complete your delivery option.

To create a To Do task for an event:

  1. Find and open the event you want to create a To Do task for, then choose Create Task from the More Actions menu.

    Select Create Task from More Actions

  2. Add a name for the task, any comments, and select the task completion due date.

    In the Create Task display that opens, enter a name for the task and any comments you want to make about the task, then select the task completion due date. Task name and completion due date are required. You are listed as the task assignee by default.Task details form
  3. If the person (25Live contact) you want to perform the To Do is someone other than yourself:
    • Click or tap Edit link near Assigned To
    • Type all or part of the contact's name to search
    • Select the contact from the displayed list, then use the Done button
      A to do task assigned to someone else has no actions in the action column
      A to do task assigned to yourself will have a complete button and an ignore button in the action column
  4. Click or tap Create to generate the To Do task and add it to the tasks associated with the event. Close the confirmation window.

    You may need to use the Refresh button to see your new task.

To create a generic To Do task:

  1. From the 25Live Home page, use the Tasks link in the top navigation bar.

    Tasks button in the top navigation bar
  2. Use the Create To Do Task button to start the process.

    button location

  3. In the Create To Do Task window that opens, enter the Task Name, any CommentTo Do task form
  4. You are listed as the task assignee by default. If the person (25Live contact) you want to perform the To Do is someone other than yourself:
  • Click or tap Edit below Assigned To
  • Type all or part of the contact's name
  • Select the contact from the displayed list, then use the Done button

Then, select the task completion Due Date,

Click or tap Create to generate the task. Close the confirmation window.

You may need to use the Refresh button to see your new task.

You can import a Google Calendar event into 25Live using the 25Live Google Calendar Extension for the Google Chrome browser. After import, any 25Live user with appropriate security permissions can add additional information, trigger workflow, send to 25Live Publisher, run reports, and more. Importing Google Calendar events to 25Live is one-way communication. Any changes you might make in 25Live to your event after import will not be reflected in Google Calendar., however, you can change some basic event details in Google Calendar and re-import an update in 25Live. 

Installing the extension in Google Chrome:

1. Go to the Google Chrome Web Store

Use Google Chrome to go to the extension directly in the Chrome Web Store at:

Or, go to the store's main page () and then search for 25Live.

chrome web store extensions button

 

2. Add the Extension to Your Browser

Use the Add to Chrome button  blue add to chrome buttonto add the extension to your browser. A confirmation warning will appear. Use the Add Extension button to continue.

Signing into Google and configuring extension options:

1. Sign into Google Chrome

  

You must have your Chrome browser user signed in with the same account as your calendar account. If you are signed into a personal Google account, but will be importing events for your institution's Google calendar, change the signed-in account. The account information for Chrome is in the top-right of your browser window, near the extensions icons. You can also go into Chrome's preferences and use the People section to sign in or change accounts.

2. Sign into Google Calendar  

25live google calendar extension

If you have not done so, the Chrome browser will request you to sign into your Google account that owns or has editing permission for the calendar you wish to import events from. You must sign in to Google Calendar with the same Google account that you used to sign into the browser.

The alert window will ask if you want to allow the 25Live Google Calendar Extension to access your Google account to manage your calendars. Use the ALLOW button to continue.

 

Configure the extension options:

1. Open the Options Screen

25live browser icon

Right-click (or CTRL-click) on the icon for the 25Live Google Calendar extension icon, then choose Options.

browser extensions

You may also go into Chrome's menu , then go to More Tools > Extensions. Use the Details > Extension options link for the 25Live Google Calendar extension to open the Options screen.

2. Complete the WebServices Base URL

webservices base url

A typical WebServices Base URL looks like this:

https://25live.collegenet.com/25live/data/your instance/run/

Replace the words "your instance" with the name of your 25Live instance. If you need help finding what your WebServices Base URL, contact Series25 Support.

You must use the Save WS URL button before continuing to the next section.

3. Complete the 25Live Event Send Settings

The fields you complete in this section will be your default settings for every new event imported from Google Calendar to 25Live.

Event State: Choose the option that is appropriate for your school's business practices. If you're unsure, contact your 25Live administrator or choose Tentative.

Event Type: Choose the event type you would like imported events to be routed with.

25live event send settings fieldsUse the Save vCal Settings button and close the Options tab to continue.

Open an event in Google Calendar:

Create an event, save it, then open it for editing, or edit an existing event in Google Calendar. The 25Live Google Calendar Extension doesn't function unless you have a saved event open in your active browser tab.pencil icon

Send the event to 25Live:

1. Review Google Calendar Field Values

google calendar fields

Take a quick look at the fields in your Google Calendar event that will import into 25Live:

  • The event name can be whatever you need

  • The date and time can be whatever you need, but they may need to be changed later if there is a conflict
    • The 25Live Google Calendar Extension can accommodate both all day and timed events
      • If your event repeats, the extension supports repeating events, including custom repeats

  • The location field will be reset and populated with the location you choose in the extension.
    • You can type in a name that exactly matches the short name (for example, ARTS 101, rather than the formal name, University Arts Center Drawing Studio) of a location in 25Live. If you're not sure of availability, it's best to choose from available locations in the extension.

The rest of the Google Calendar fields will not import with the event to 25Live.

2. Open the Extension

25live browser icon

Open the 25Live Google Calendar Extension by using the extension icon in the extensions section of the Google Chrome menu near the address bar.

If you are not signed in to your 25Live instance in another tab, the extension will prompt you to sign in.

3. Find and Select a Location

find a new location button

  • Use the Find a New Location button
  • Using the Location Search Name drop-down, choose from public searches or one of your saved location searches to narrow your choices

narrow by location search

  • Use the Show Available Locations button then select a location from the resulting list
    • If none are available, try using a different search
    • You may also open 25Live to look for availability or investigate conflicts
Reminder: Remain in the Current Browser Tab

It's important you not leave the browser or click outside the extension, as it will close the extension and lose your progress in finding a location.

4. Send to 25Live

reserve selected location and send to 25live

Use the Reserve Selected Location and Send to 25Live button to continue. If successful, you鈥榣l see a success message.

Message: the event was successfully sent to 25live

Your Google Calendar event will refresh with the new 25Live location populated into the event's location field. You can use the link in the success message to go to the event's details view in 25Live to edit or perform other actions.

Resolving errors:

Error: incorrect context: could not select an event from google calendar

Event Selection Error - You must have the event you wish to import open in Google Calendar in editing mode before opening the 25Live Google Calendar Extension.

Routing error when sending the event to 25live

Routing Error - The most common reason for routing errors is that the chosen Event Type doesn't match with a folder type in your 25Live instance. If you have permission to do so, check the Event Type Hierarchy in System Settings > Master Definitions to find which event types route to which folders and cabinets, or contact your 25Live Administrator for help.

your 25live account does not have sufficient privileges error

Permissions Error - If your 25Live user doesn't have permission to create events, you may see a permissions error. Contact your 25Live Administrator if you need to have your permissions changed.

 

Could not communicate with Google - If there is an authentication problem with Google, then you may see the following error message:

Could not communicate with Google. Are you signed into the Chrome browser as a user with sharing (read) permission to this calendar.
The calendar must be shared to your Google Chrome account.

Be sure you are signed into your browser with the same Google Account that you are signed into the calendar with. Change the browser sign-in account to match the account used to sign into Google Calendar

If you continue to have issues, contact your 25Live Administrator.


Next steps:

Editing your events in 25Live
Once your event has been successfully imported, you can add additional information to your event in 25Live, trigger workflows, add tasks or pricing information, and other actions. Some changes can be made inline, on additional tabs in the Event Details View, or by using the Edit Event link. Changes you make to the event in 25Live will not be reflected in Google Calendar.

Making changes in Google Calendar
You can make changes in Google Calendar to the same basic event details you initially sent to 25Live then re-import and update the event from Google Calendar. For example, you can change the event location or date/time in Google Calendar, import again into 25Live, and see changes reflected in 25Live, if the date, time, and/or location is available.


When searching for events, locations, organizations, resources, and tasks, you can add more filters and options to narrow your search.

Note: Because searching for contacts is simpler than searching for other objects, the Contacts search only utilizes the simple keyword search.

Just as you did for simple, keyword searches, navigate to the Search section by using the Go to Search link in the top navigation bar on every page of 25Live. There is also a Search link in the More menu in the top navigation.

  1. Switch to the Advanced Search section. Use the Advanced search toggle to reveal the advanced search area.Animation: Use the toggle to switch to Advanced Search mode.
  2. The Add Criterion button shows a drop-down menu with the items available to build your search. Add as many criteria as needed.
    • Ecluding Searches From Results

      Choose Add Criteria > Events > Event Exclude to not display some search results.Image: Choose Event Exclude (Via Search) under the Events dropdown to exclude results that are included in an existing search. 

      When creating an advanced search for events, you can exclude some events from the results via .

      Navigate to the Events criteria category, and choose Event Exclude (Via Search).

      To exclude the results from more than one search, use the Add Criterion button again to add another search.

      Image: Adding more than one search to exclude from results.

      Searching for Custom Attributes:

      When searching for custom attributes in 25Live, search options differ by attribute type.

       

      Boolean

      • Is True
      • Is False
      • Exists
      • Not Exists

      Images and Large Text

      • Exists
      • Not Exists

      Organization

      • Contact
      • Location
      • Resource
      • Equals
      • Exists
      • Not Exists

      File Reference

      • String
      • Equals
      • Starts With
      • Contains
      • Exists
      • Not Exists

      Date

      • Time
      • Date Time
      • Equals
      • Earlier
      • Later
      • Exists
      • Not Exists

      Integer

      • Float
      • Duration
      • Equals
      • Less Than
      • Greater Than
      • Contains
      • Exists
      • Not Exists

      All Other

      • Equals

       

      Filtering Searches Using System Tags

      With permission, any user can filter by tags anywhere that they might use categories, such as searching for locations, organizations, events, and resources.

         

      If you add Categories as a criteria item, you can open the Filter By Tags dropdown to check categories and narrow your results.

      Using Relative Create Dates in Event Searches

      Using relative dates in advanced searchImage: Using relative date controls when searching for an event by the Create Date. 

      When performing an advanced search for events, 25Live allows you to search both for a Specific Date or for relative dates using the Today +/- field to set how many days from the current date you would like to include in your search criteria. You may also add a time.

      After completing these fields, you may continue to further narrow your search using the Add Criterion button.

  3. Complete options for each criterion. Check and complete any fields for operators, relationships, or other details in each criterion block you add.Example criterion block
  4. Optionally use operators to add more criteria. There are operators between each criterion block. You can adjust each to indicate whether the relationship between each item should be 鈥渁nd鈥 or 鈥渙r.鈥Operators between search criteria blocks
  5. Use the Search button to view search results. To clear your advanced search, use the X symbol  to remove criteria, or use the Reset link. The Save As link will save your search. 

Tips: Don't add too many criteria, Selecting too many criteria may yield too few results to find what you鈥檙e looking for. It鈥檚 best to initially select fewer, then add more as needed.
When you save and run a search, you have the option to share the search. When you do this, a separate copy of that search is created under the other user's account for them to use, rename, and modify.


  1. Create or select a saved search.
    1. You may...

      •  and  a new search 

      OR

      • Load an already  search

      Search Actions menu 

      After you run your search, you can use the Share option in the Search Actions menu.

  2. Add contacts to the shared search. Start typing the name(s) of contacts you wish to share the search with. 25Live will search as you type to reveal matching names. Check next to the names of contacts you want to share the search with. You can filter by only favorite contacts, select all shown, or select none using the buttons provided.Share Search dialog
  3. Share by group. 25Live also provides the quick option to share a search to a security group. Check the Share By Group box to reveal a searchable dropdown list of available groups. Choose a group by typing ahead or scrolling through the list.Sharing search by group
  4. Use the Done button to close the Contacts choices, then the Share Search button to initiate sharing. The modal display will close upon success. Use the X in the upper-right corner to exit the Share Search dialog.Share Search dialog
  5. Repeat these steps to share your search with additional contacts.
Navigate to the Search section by using the Go to Search link in the top navigation bar on every page of 25Live. There is also a Search link in the Moremenu in the top navigation.

  1. Run the saved search. After selecting the area you want to search in (Events, Locations, etc.), use the adjacent drop-down menu to reveal choices for Pre-Defined Groups of searches, Your Starred Searches, and a list of All of Your Searches. Select one and use the Search button to run the search.
  2. Use the Save As link to save a copy.
Navigate to the Search section by using the Go to Search link in the top navigation bar on every page of 25Live. There is also a Search link in the Moremenu in the top navigation.

  1. After selecting the area you want to search in (Events, Locations, etc.), use the adjacent drop-down menu to reveal choices for Pre-Defined Groups of searches, Your Starred Searches, and a list of All of Your Searches. Select one and use the Search button to run the search.
  2. Switch the search type toggle to Quick Search to view the SeriesQL (the internal search language of 25Live) syntax for your saved search or to Advanced to view the building blocks for your search. Make any necessary changes.Toggle the search type to edit a saved search.
  3. Use the Save link adjacent to the Search button to save a new version, or use the Save As link to make a copy with your new edits.
Edit a saved search as described above, and type in a new name in the Save or Rename Search box.
Navigate to the Search section by using the Go to Search link in the top navigation bar on every page of 25Live. There is also a Search link in the Moremenu in the top navigation.

  1. After selecting the area you want to search in (Events, Locations, etc.), use the adjacent drop-down menu to reveal choices for Pre-Defined Groups of searches, Your Starred Searches, and a list of All of Your Searches. Select one and use the Search button to run the search.

     Search actions menu

  2. Use the Search Actions drop-down menu to reveal the options. Select Delete then confirm in the Deletion Confirmation box that is displayed.

    Delete Confirmation box for searches

25Live allows you to edit events individually or bulk edit multiple events at the same time. When bulk editing events, you can perform several actions (listed below under Step 4).

  1. Navigate to the Search section using the Go to Search button in the top navigation bar. There is also a Search link in the More menu in the top navigation.You can use the Go to Search button or the Search link in the More menu.
  2. Choose a saved search or perform a search. Be sure the Events search type is selected, and perform a search or choose the search you want to use from the Saved Searches dropdown menu. If selecting a search, you must select a saved search that was created by you or another user, such as those in the All of Your Event Searches section of the list.Choose a saved search created by a user rather than any Pre-Defined searchesUse the Search button to run the search.
  3. Choose from the event list after selecting the bulk edit option.

    bulk editing from search results

    Selecting the Bulk Edit option from the Search results screen.

    Selection for bulk editing is currently limited to 1,000 events or less to optimize performance.

    On the search screen, use the Search Actions dropdown to select the Bulk Edit option. Or, if searching from a newly performed search, use the Bulk Edit button above the search results table.

    Animation: Choosing events from the Event List.

    The Event List screen allows you to check which events you want to bulk edit. After selecting, use the Go to Actions button to continue.

  4. Regular Expression Examples
     
    • 1.) A keyword find and replace is the most simple edit to make.
      • Event Name/Title:  Apple Festival Orientation
        • Find: Apple
        • Replace: Banana
      • Result:  Banana Festival Orientation
    • 2.) For a more complicated regular expression edit, you can add a prefix to all values.
      • Event Name/Title:  Apple Festival Orientation
        • Find: (^)
        • Replace: Autumn
      • Result:  Autumn Apple Festival Orientation
    • 3.) Similarly, you can add a suffix to all name/title values.
      • Original Event Name/Title:  Apple Festival Orientation
        • Find: ($)
        • Replace: Brunch
      • Result:  Apple Festival Orientation Brunch
    • 4.) You can replace the whole of the name or title content.
      • Original Event Name/Title:  Apple Festival Orientation
        • Find: .*
        • Replace: Brunch
      • Result:  Brunch
    • 5.) Use this to replace a blank title.
      • Original Event Title:  (blank)
        • Find: ^\s*$
        • Replace: Brunch Reception
      • Title Result: Brunch ReceptionSelect from the available actions in the dropdown menu. Each action has its own set of criteria to enter and notes about the action results.

        Add/Remove Event Categories

        Select Categories to add or remove from events.

        Adding a Category: Criteria to Enter

        • To add Categories, set the toggle to Add.
        • Use the Select Categories button and check each category that you wish to add. There are options available to Select All or Select None to reset your checked choices. Then tap Done.
        • Use the Add Categories button.

        Action Notes

        • If a category is already on an event, it will not be added twice.

        Removing a Category: Criteria to Enter

        • To remove Categories, set the toggle to Remove.
        • Use the Select Categories button and check each category that you wish to remove. There are options available to Select All or Select None to reset your checked choices. Then tap Done.
        • Use the Remove Categories button.

        Action Notes

        • If one or more categories are not already associated with one of the events, no change will be made when running the action.

        Add/Edit Event Custom Attribute

        Criteria to Enter

        • Choose one custom attribute from the Select Custom Attribute dropdown menu. Set the value of the attribute, if required.
        • Use the Update Custom Attributes button.

        Action Notes

        • Only one custom attribute can be edited at a time.
        • If the custom attribute is already on any event, the value will be updated.
        • If the custom attribute is not on any event, it will be added.
        • Custom attributes with discrete values are available to bulk edit multiple options.

        Remove Event Custom Attribute

        he criteria for removing a custom attribute when bulk editing.

        Criteria to Enter

        • Choose one custom attribute from the SelectCustom Attribute dropdown menu.
        • Use the Remove Custom Attributes button.

        Action Notes

        • Only one custom attribute can be removed at a time.
        • If the chosen custom attribute is not on one of the events, no change will be made.

        Add/Edit Contact Role

        The criteria for adding or editing a contact role when bulk editing.

        Criteria to Enter

        • Choose or search for a role from the Search roles dropdown menu.
        • Choose or search for a contact using the Search contacts dropdown menu.
        • Use the Update Contact Role button.

        Action Notes

        • Only one contact role can be added or removed at a time.
        • The contact role does not directly affect assignment policy or notification policy in the application but may impact those policies based on your institution's business practices.

        Remove Contact RoleThe criteria for removing a contact role when bulk editing.

         

        Criteria to Enter

        • Choose or search for a role using the Search roles dropdown menu.
        • Use the Remove Contact Role button.

        Action Notes

        • Only one contact role can be removed at a time.
        • If the chosen contact role is not on one of the events, no change will be made.

        Edit Event Name and Edit Event Title

        The criteria for editing names and titles when bulk editing.

        Criteria to Enter

        • You can find and replace strings of text in the titles of Event Names and Event Titles with simple keywords or using regular expressions. Use the checkboxes to apply your terms to:
          • All Instances - If this box is checked, all of the matches will be replaced. If it is unchecked, only the first match will be replaced.
          • Case Sensitive - If this box is checked, it will only match on strings that are an exact match including case. If it is unchecked, it will not consider case when looking for a match.

        Viewing a preview of a simple keyword find and replace.

        • (Optional) Preview how your edit will apply.
        • When you're sure your edit will apply as intended, use the Update Event Names or Update Event Titles button.

        Action Notes

        • It is helpful to search online for guides and examples for using regular expression syntax.

        Change Event Ownership

        change event ownership action

        Criteria to Enter

        • Choose by toggle whether you'd like to search for a Contact or select from an event Role
        • Search or select
        • Use the Update Event Owner button to save

        Action Notes

        • Be careful changing this important property for multiple events
        • This action is useful after importing events where the event owner role defaulted to the user that imported the events

    Note: The result of your regular expression name edit cannot be blank

    If your regular expression syntax edit would result in a blank name value, the edit will not be applied. Titles are not affected.

    Edit Primary Organization

    The criteria for editing the primary organization when bulk editing.

    Warning bulk edits can affect pricing.

    Some bulk edits, such as editing the Organization, can affect event pricing. If pricing is affected, the event will have a note displayed on its pricing view alerting that a pricing refresh/update is needed.

    Best practice is to go to the affected events in your chosen bulk edit search to refresh pricing right away after making the edits.

    Criteria to Enter

    • Search for and select the new primary organization from the Search organizations dropdown.
    • Tap the Update Primary Organization button to save.

    Action Notes

    • If any events in the bulk edit do not have a Primary Organization, the chosen organization will be added. Otherwise, the Primary Organization will be replaced.

    Edit Event Type

    Editing event type

    Criteria to Enter

    • Select an event type from the Select from Types dropdown. 
    • Use the UpdateEvent Type button to save.

    Action Notes

    • Just as when inline editing the Event Type, changes made will not affect the current folder or currently applied custom attributes.

    Edit Event State

    Bulk editing the event state

    Criteria to Enter

    • Select from the allowed Event State options in the dropdown.
    • Use the Update Event State button to save your selection.

    Action Notes

    • Only Event States that your user has permission to view/use will display in the dropdown menu.

     

    location conflict
    • You may encounter location conflicts that need to be resolved before continuing.

    Unassign Locations

    Unassign locations criteria

    Criteria to Enter

    • Choose the beginning and end of the date range (including times) in which you want to remove location assignments.
    • Use the Select Locations button to choose specific locations you want to remove.
         OR   You can choose no locations to allow the action to remove all locations from the events you're editing.
    • (Optional) Deselect the Generate Preference box to set if you do not want the location to be set as a preference upon unassignment.
    • Use the Unassign Locations button to complete the bulk edit.

    Action Notes

    • This feature is only available for administrators (in the (-1) security group), but it will soon be optionally expanded to other security groups.

    Add/Edit Event Requirement

    Add/edit event requirement options

    Criteria to Enter

    • Use the Select from Requirements dropdown menu to choose an available requirement.
      • Selecting again will add additional requirements.
      • Use the X next to any requirement to remove it from this display before saving.
    • Toggling Edit Comments to Yes if you need to add text.
    • Tap or click on the Update Event Requirement button to save your selection.

    Remove Event Requirement

    Remove Event Requirement options

    Criteria to Enter

    • Use the Select from Requirements dropdown menu to choose an available requirement.
      • Selecting again will add to the list of requirements to remove.
    • The X link next to any requirement will remove it from this display before saving.
    • Tap or click on the Remove Event Requirement button to save your selection.

    Delete Events

    Warning: Be Sure You're Making an Informed, Puposeful Change.Deleting an event is permanent and cannot be reversed. Deleting events will also remove all references to them.

    • Toggle Delete Mode from Off to On.
    • Be sure to note the warning.
    • Use the Delete button.

    Change Event Folder

    This option is only available to users in the System Administrator (-1) security group. 

    • From the Select From Folders dropdown, choose which folder you would like to move your selected events to.
    • Tap Update Event Folder to save.

    Inherit Events

    This option is only available in instance that do not use LYNX. Currently, this feature is only available to users in the System Administrator (-1) security group.

    • Review the list of events that you want to inherit folder categories and constraints to.
    • Tap the Inherit date to event button to save.
  5. After completing each action, a Success message will be displayed. You may also see a Locked Events List of events that could not be edited due to a lock or insufficient permissions. You can try to edit those events individually or contact your 25Live Administrator to discuss the locks or your current security permissions.You may see a Locked Events List with the success message.

 

Approvers Only:

Viewing Tasks:

A "task" is an actionable item that needs to be responded to such as a location/resourceassignment request, orapproval/FYInotificationassigned to one or more 25Live users. Location/resource assignment requests and approval/FYI notifications are automatically generated by the system based on yourworkflowsetup.To Do tasks are created manually by 25Live users and can be assigned to themselves or other users.

Tasks assigned to you and tasks assigned by you are displayed (and can be searched for and completed) on the Tasks page. This example shows the Tasks page in the list view.

Tasks List view

There are two ways to access the Tasks page from the 25Live Home page:

Tasks widget on the 25live dashboard
  • By using the Tasks link in the Home dashboard widget
    • When you do this, the tasks in the group you clicked (described below) are shown on the Tasks page in a list view. You can change this view as needed

                            OR

  • By using the Tasks link in the top navigation bar
    • When you do this, your overdue tasks (as described below) are shown on the Tasks page in a list view. You can change this view as needed

Tasks Area Links:

The links in the Tasks widget of your 25Live Home dashboard are used to access and display the tasks in each of the groups described below. If a group is not listed, there are no tasks in that group. These categories are also used as "Pre-Defined Groups" of tasks in the search view.

  • Overdue: Incomplete tasks assigned to you, due X days in the past
  • Outstanding: Incomplete tasks assigned to you, due between X days in the past and Y days in the future
    • This status will be reflected with a red notification  
  • Flagged: All tasks that are flagged for attention, due between X days in the past and Y days in the future
  • Completed: All tasks assigned to you and completed, due between X days in the past and Y days in the future
  • Assigned by You: All tasks you've assigned to other users

By default, X and Y in the searches above are each 30 days.

To View Tasks:

You can do any of the following when viewing tasks on the Tasks page:

  • Use the List button to see the selected tasks in a list view, as shown above
  • Choose the columns you want to be displayed in the list view by using the Choose Columns button, selecting and/or deselecting columns, then clicking or tapping Done. Columns you can choose include:
    • Title
    • Event State
    • Task Item
    • Type (including Authorization, FYI, Assign, Unassign, To Do, etc.)
    • Status
      • The Status will display as "Various" on a multi-occurrence event with some locations or resources approved or denied
    • Actions
    • Respond By
    • First Date
    • Reference
    • Assigned By
    • Assigned To
      • Members of the System Administrator (-1) security group and the task assignee will have an Add Assignees button in this column to add additional task assignees to tasks that are not completed
    • Scheduler

  • Set the page controls below the list view to go to particular pages in the task list and specify the number of tasks you want to be displayed on each page

  • Use the Calendar button to see the selected tasks in a calendar view with event times and other information
    • By default, the current week is displayed, but you can use the forward and backward arrows below the calendar display to move forward or backward in the calendar based on your view
    • Use the Weeks dropdown to view up to 20 weeks at once
    • Click or tap a date number on the calendar to see that day's task agenda
    • Click or tap on an object's name (location, resource, etc.) to view its details page
    • You can also choose to group the tasks in the calendar by Respond By Date or Occurrence Date
      • When viewing by Occurrence Date, you can see event occurrence times
      • The Display Additional Time checkbox will also be available to show additional time

Tasks calendar view grouped by respond by date

  • View the details of a task in either the list or calendar view by clicking or tapping the task's link
    • This opens the Edit Task window where you can view task details, edit the task if it has not yet been completed, and/or complete the task
Completing Tasks:

  1. Access the tasks page. From your 25Live Home page, access the Tasks page by clicking a link in the Tasks area or by clicking Tasks in the top navigation bar.Tasks widget on the 25Live Dashboard and tasks button on the top navigation bar
  2. Find the task you want to complete. Use the links for the appropriate action to complete the task.
  3. Approve or Deny to complete an approval notification
  4. Assign or Deny to complete a location or resource assignment request
  5. Complete or Ignore to complete a To Do task
Tip:

Before you act on a task, you may want to click the task's link to open the Edit Task window to see the task details, possibly record comments, then complete the task from there.

Edit task form



 

 


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有料盒子视频 University Relations

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