Add on for Microsoft® Outlook ® which makes it easy to create Appointments and Tasks for you.
To start using Smart Schedules, open your Outlook. You will find the following toolbar:
Smart Schedules Project Centre
Click on the 'Project Centre' button to access the Smart Schedules Project Centre:
From this centralized Project Centre, you can:
- Create and maintain Templates to speed up creation of your project schedules
- Use the easy-to-use Wizard to create Appointments and Tasks using the pre-defined Templates.
- Generate scheduled Appointments and Tasks reports.
- Email or Export the reports to Microsoft Excel and Microsoft Word formats.
From Project Centre, click on 'Create/Edit Templates' link to open the following screen:
This screen displays the list of all the schedule templates that you have.
Click ‘Add Templates’ button to create a new schedule template.
To add/modify events into a template
Note: Events are series of appointments and tasks that are necessary to be done in order to successfully complete the project.
From the Create/Edit Templates screen above:
- Select the Template that you wish to modify
- Click on 'Add Event' link under the events section to open the following screen:
Define your event details on the above screen and click Save to add the Event.
You can also use the ‘Edit Event’ or ‘Delete Event’ links to alter the sequence of steps for a template as seen fit.
Note: You can add as many event to a template as you want.
Using Template to create Appointments and Tasks
From the Project Centre, click on 'Create Appts/Tasks' link. The following 3-step wizard will open:
Choose the template that you want to use and follow the easy-to-use Wizard to schedule your appointments and tasks.
Reschedule your project appointments and tasks
Smart Schedules allows you to reschedule the already created Appointments and Tasks for the selected project.
From the Project Centre,
- Select the project that you wish to reschedule from the drop-down.
- click on the 'Reschedule' link to open the following Wizard:
Note: Any event that has already occurred in the past will be un-ticked and will be displayed in red by default.
You can select the specific events that you want to reschedule and click Next to define how you want to shift the appointments and tasks.
On the last step of the wizard, you will be presented with the list of events with their respective current schedule times and the new reschedule times that you have defined.
Click Finish to apply the new schedule times to the appointments and tasks.
From the Project Centre, click on 'Reports' link to open the following screen:
Choose the options as to how you wish to export/email the reports and click OK.
Click Order SmartSchedules Add on for Outlook to purchase a licensed copy.
30 Day Money Back Guarantee
We are so confident about our software, that we offer a 30-day money-back guarantee!
This way, you can try SmartSchedules without risking a cent of your money.
If you aren’t satisfied for any reason, or it doesn’t live up to your expectations, you won’t be out one red cent. Just e-mail us and we’ll refund your entire payment. Right up to the final day of your 30-day guarantee. No Questions Asked!
Great Software but what's more important, great commitment of the sales team to make the customer win.Sharif VanDerBurgh
Head of Change Management and Development Programs
Smart Schedule is another time saving and accuracy enhancing product from the people who brought me Quick-File. Thank you, Standss.Don Zahnle, REALTOR
offers timely and responsive support of every product they have created. Every company should strive to deliver customer and tech support the way this company does.Dennis M. Najjar, CPA, Co-Founder, AccountingDepartment.com, LLC
“Smart Schedules takes the pain out of the repetitive scheduling of the tasks and calendar entries of every company's standard processes. Its elegantly simple format bridges the gap between project management software that is too complex and Outlook's complete lack of 'batch scheduling' tools.”Peter O'Donnell