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Calendar module training videos

To go to a specific video in this playlist, click playlist button in the upper right corner of the video, then scroll through the list. Click a video in the list to play it.

To close the list, click close list button in the upper right corner of the list or click on the visible part of the video.

To hide controls, move your cursor off the video. They will reappear when you move your cursor over the video again.

Topics covered in these videos:

  1. Look up & schedule jobs
  2. Send job confirmations/cancellations
  3. Tasks
  4. Resource Availability
  5. Quick Assignments
  6. Resource Blast
  7. Send assignment notifications/cancellations
  8. Daily Calendar Audit
  9. Send future calendars
  10. Create cases
  11. Add case parties
  12. Merge cases
  13. Print out your job calendar
  14. Analyze job settings
  15. Monitor tasks in progress
  16. Send resources overdue task reports
  17. Analyze resource assignments

RB8 users start here

If you already know RB8, view the RB8 to RB9 upgrade calendar video first to learn how RB9 Calendar is different from RB8, so you can take what you already know and apply it to the new environment. It might be all you need to get up and running in RB9’s Calendar.


Unable to view videos?

If you have trouble viewing these videos, access them on YouTube. And visit OMTI's YouTube channel to view all RB9 training videos, plus Team RB conference videos, quick video tips, and more.