View all your daily activities at a glance
With so many activities throughout your day, it may be hard to keep up. With the Vincere planner you can view all of your tasks, meetings and activities all in one place.
To get the most value out of the planner, make sure you've got your Office 365/Gmail emails connected up to Vincere - this will sync everything two ways. Find out how here
For information on sending a meeting invite through tasks, Click HERE
The planner comes in a few different views:
Agenda view - Agenda tab will be displayed every time you log in into Vincere. Tasks, meetings, or anything that is scheduled from your email account and activities set for your Contacts and Candidates (Tasks, Meetings) will be display here.
Day View - Here you have the options to view your activities by the business hours or the whole day.
Week View - In the Week tab, it will show you what you have going on for the whole week, as each week is different from the others. You will also have the option to view it by the business hours or the whole day as well.
Month View - Now the activities for the whole month will be displayed here (Tasks, Meetings, Interviews) but the option for business hours is not available.
Stats View - The stats view is where you will see number counts for each day. These numbers tell you how busy you are each day.
It keeps count of how many tasks/activities you have going on, the higher the number the busy you are which means more activities and you guessed it = more placements 🤑
Last but not least, team managers can also view their Team Planners. This allows managers to see what their team members are up to inside Vincere - perfect for visibility.
Team Managers can then filter down by each team member
To set teams up, check out this article
So there we have it, welcome to the Vincere planner.