Recommendations on using exchange / calendars / outlook / comapanyweb ? to schedule people
Posted on 2007-10-03
We have a situation with 5 field guys and 1 scheduler in the office. Right now and for the last few years they have been using a big whiteboard to schedule tasks.
With SBS 2003 R2 and either companyweb or exchange's calendars (we are much more familiar with Exchange and it's calendars), we're debating if we can make that whiteboard go away / do this electronic.
In exchange, if the scheduler sets up a public calendar, she can invite the field guys to do a task. But Exhcnage warns that the replies won't be tallied because the calendar isn't in her group of folders. That won't work because we want to be able to see the status of the repondee.
We want each field guy to see their own tasks that they've been assigned / accepted. THat could either be by looking at their own calendar or filtering the public calendar.
What about creating a user account that is shared between scheduler and her substitutes. In that, have the calendar, she could invite guys, they reply and the reply gets tallied, etc.
that seems better? She'd have her own mailbox / calendar and this schedule mailbox / calendar.
They don't need something as exotic as connectwise - they just need to assign guys to do things through the day. no updates, etc. like connectwise can do.