Creating a scheduler in a BoardEffect workroom
Use the scheduler to identify the dates and times when users are available. You can enter a description, attach files, and add custom settings. This topic describes how to create a new scheduler.
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To access the scheduler, select a workroom, and then select the Collaborate tab
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Select Scheduler on top of the page to view a list of your schedulers.
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To create a new scheduler, select New Scheduler.
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Enter a name for the scheduler in the Title field.
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To add more details, select from the optional fields:
- Description
- Notify
- File Title
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You can configure the scheduler by selecting the checkbox next to one or multiple settings:
- Allow Comments: you can enter a comment in addition to a response.
- Allow respondents to edit responses after submission: you can edit your initial response, after submitting the survey.
- Allow admins to respond on behalf of users: administrators can enter a response on behalf of a different user.
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Select Save.
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To add options, select New Option.
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You can add a custom message in the Option field.
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To add a start date, first select the Meeting Start Date/Time field, and then select a date on the calendar that appears.
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To enter a start time, select the clock on the bottom of the calendar.
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To add an end date, first select the Meeting End Date/Time field, and then select a date on the calendar that appears.
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Select the clock on the bottom of the calendar to enter an end time.
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You can enter the meeting location in the Location field.
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To add more response fields, select Add More Choices.
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Select Save.
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To build the scheduler, select Build Scheduler on the top right of the page.
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To make the scheduler visible to workroom members, select the toggle next to Scheduler not visible. The color of the toggle changes to green.
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To add respondents, select Manage Respondents.
For more information, see Add respondents to the survey.
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To send a message to respondents, select Message Respondents. When you send a message to respondents, a link to the scheduler is auto-populated in the body of the message.
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To view responses, you can select Results.
