📅 Configure Day Planner for Profile(s)

The Day Planner feature in e-manage|ONE serves as a customizable homepage that displays reminders and important business activities. Day Planners can be configured by User Profile, ensuring each team member sees information relevant to their role.

Use the Suggested Day Planner by Profile guide here to determine which items best suit each role.

🧭 How to Configure Day Planners by Profile

Navigate to Tools → Configure → Day Planner Items

Select the Profile you wish to configure from the list on the left.

👥 User assignments for each profile are visible on the right-hand side.
Need to adjust a user's profile? Click here for instructions.

Check the Day Planner items you want to enable for that profile.

✅ Changes are applied instantly—no need to click "Save".

🔄 Importing New Day Planner Items

The "Import New Day Planner Items" button allows you to pull in new Day Planner features released by the e-manage|ONE team.

💡 We recommend that an Admin perform this import after each system update (typically released quarterly) to ensure all new items are available.