Getting Started



"Your calendar is both a record of what you have to do, and the space to do something different." - SeedCode

Hello,

DayBack helps you make better decisions by showing your resources and events in context--in the context of your other projects and your Google Calendars. Once you know that you're making plans and promises you can keep, you can start blocking off time for your most important work.

We're looking forward to your feedback. And thanks for checking out DayBack!

Sincerely yours,

John Sindelar  CEO, SeedCode

Getting Started in Salesforce

1. There's nothing to set up if you're using Events

After you install DayBack, it will show you the Events, Tasks, and Campaigns in your org, and will create a folder of your users as resources. (If you're using Salesforce Scheduler, DayBack will instead show your Service Appointments.)

That's it; you're ready to start using it.

2. Add a tab for DayBack

You may want to add DayBack to your tabs so you can get to it easily.

3. Going further

To see more objects in DayBack or change how it works to suit your workflow you'll find these articles help get you started...

Integration: showing your custom objects in the calendar

Resources: scheduling your people, rooms, trucks, or other assets that are often over-scheduled.
Status filters: color-coding events

Unscheduled items: browse and filter a list of unscheduled items, dragging them into your calendar when you find an open resource.

Google Calendars: seeing and editing your Google Calendar events in DayBack

Custom actions: calling your own scripts
CSS: changing the calendar's appearance
Translation: changing text and button labels to match your business vocabulary

Getting Started for FileMaker

The new DayBack for FileMaker 19 makes it very easy to add DayBack to your own FileMaker files and see your FileMaker records in the calendar alongside your Google, Office 365, and Basecamp sources. The same integration and layout works in FileMaker Client and in WebDirect.

You'll find an introduction to DayBack and step-by-step instructions here: Integrating DayBack for FileMaker.

Getting Started for Basecamp

There's nothing to set up =) DayBack will pick up your Events and To-Dos, creating a filter for each project in your calendar's left-hand sidebar. Basecamp is a newer integration for us, so please get in touch and let us know what you'd like to see here. 

Going further, you may want to add your own buttons to the calendar, change its appearance, or learn how to publish schedules to folks that aren't DayBack or Basecamp users.

After you connect to your Basecamp source, you'll probably want to head to the settings page to add your Basecamp people as resources, include To-Dos, or authorize with a different account:

We hope DayBack can make a big difference for your team!

Getting Started with Google Calendar

As soon as you give DayBack permission to see your Google Calendars, DayBack will show each of your calendars in the left-hand sidebar and you're ready to go. DayBack adds a resource and status field to Google so you can start categorizing events and making sense of your busiest calendars.

Resources: scheduling your people, rooms, trucks, or other assets that are often over-scheduled

Status filters: color-coding events

Custom fields: add fields to Google Calendar for filtering or reporting

Going further, you may want   your own buttons to the calendar, change its appearance, and publish schedules to folks that aren't DayBack users. While Google lets you share whole calendars, DayBack's sharing lets you share just a portion of a calendar and then set that share to expire. More here: sharing.

Getting Started with FileMaker Server CWP

This is the integration you'd use prior to FileMaker 19 if you wanted to use DayBack in WebDirect.(Check this out for the new DayBack for FileMaker 19.)

Here are some articles for folks still using CWP...

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