Multi agenda

Mise à jour le 18 septembre 2026·

Introduction #

Silicon ioi is a feature-rich ERP, designed to enhance the efficiency of your back-office as well as that of your operators.\nWe are pleased to introduce the new version of our Multi-Agenda, a central tool for improved business organization.

Gradual migration #

The previous multi-resource agenda remains available for a few months to allow each site to progressively migrate to this new version.

New features of the version #

This version includes a complete overhaul:

  • New interface
  • Simplified drag-and-drop between tasks and appointments
  • Confirmation system for appointments
  • “Floating” appointments
  • Team management
  • Display of user initials

Display selection #

You have two levels of display customization:

  • By profile: select the resources to display.
  • By canvas: choose the visual layout of the agenda.

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  • Once the canvas is selected, you can switch views.

  • A new selection will reset the view based on the canvas configuration.

Add a custom canvas #

Access the Doctype ioi Event Canvas to create new display canvases.

Search and filters in appointments #

Use the navigation bar to search and filter events.

  • Active filters are indicated by a red badge.

Task display #

Click on a header to display the associated tasks in the left pane.

Task filtering #

Use the search area to filter the displayed tasks.

Drag-and-Drop: task ↔ appointment #

Turn a task into an appointment (or vice versa) via a simple drag-and-drop.

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A task can be reassigned to another operator.

Example: an appointment turned into a task for another user.

Appointment details #

Click on an appointment to:

  • View its details
  • Edit, delete, or turn it into a task
  • Follow associated links.

Floating appointments #

You can define floating appointments, i.e., not fixed to a specific time of day.

  • A small clock symbol indicates this type of appointment.

Appointments requiring confirmation #

In the category used, define that an appointment requires confirmation.

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You can specify which role is allowed to confirm this type of appointment.

  • If the user has the required role, they will be able to confirm it directly.
  • Once confirmed, an appointment can no longer be moved or converted into a task.

Easy visual association #

When creating an appointment, you can link a record (e.g., client, project, order) from the right side panel:

  1. Open the side view
  2. Search and select the record

It will be automatically linked to the created appointment.

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Use the “Clear” button to deselect the record.

Teamwork #

Define teams #

Create teams in the system settings.

Use teams in resource profiles #

Associate resource profiles with one or more teams.

Create a team appointment #

A team appointment is visible to all team members.\nYou can also link an individual appointment to a team member.

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The initials of users are displayed in the appointment information.

Automatic user initials #

When adding a new user, the system automatically generates their initials.

  • This auto-generation strategy is configurable in the general settings of Silicon ioi.
  • You can manually modify the initials at any time.

Compact display via initials #

For a more readable display, you can choose to display only user initials in headers.

  • Click on the header to see the full user information.

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