Admin Tools

Admins have access to several personal tools in the Admin Area, including a personal calendar, a to-do list, and a notepad.

Calendar

The calendar lists all pending, active and suspended products, addons, domains, and to-do items on the dates they are due.

You can access this feature at Utilities > Calendar.

The Admin Area Calendar

When you use this in conjunction with our Project Management addon, it will also display the due date of projects. It allows you to easily see, at a glance, upcoming payments, domain expiration, and projects for each date.

Adding Events

You can use the calendar to configure one-time events or regular recurring events (for example, server payments or admin tasks) and each can span multiple days.

  • To add an event, click the date you want to add it on and enter the requested information.
  • To edit an event, click on it on the scheduled day and make the adjustments to the displayed information.

When entering a start or finish time, use the UTC timezone. The calendar will then convert this to your WHMCS installations’ timezone for display purposes.

Calendar Display

WHMCS allows you to make adjustments to the way in which you view the calendar in the Admin Area interface:

  • Check the desired Show/Hide filters to reduce the amount of displayed data.
  • Click the desired time range in the top-right corner to view your calendar by the month, week, or day.

My Notes

Each admin has a note area that you can access from throughout WHMCS. These notes are only visible to the admin and any Full Administrators.

You can access this feature at Account () > My Notes. You can also access this at Account () > My Account in the My Notes text box.

Updating Notes

To update your notes, use either method to access them, make any desired changes, and then click Save Changes.

Full Administrators

Full Administrators can view and edit the notes for any admin by clicking the edit icon at Configuration () > System Settings > Administrator Users. The notes appear in the Private Notes text box.

To-Do List

The to-do list allows you to add tasks, their due dates, and their assigned admins.

You can access this feature at Utilities > To-Do List.

Add an Item

To create a new to-do item:

  1. Click Add Item.
  2. Choose a date.
  3. Enter a title.
  4. Enter a description. Item descriptions have an unlimited length.
  5. Select a due date.
  6. Select an admin to assign the to-do list item to them.
  7. Select a status for the to-do item.

Admin Dashboard

The To-Do List widget in the Admin Dashboard displays due items from your to-do list.

Automated To-Do Item Creation

You can enable automated domain-related to-do entry creation in the Domains tab at Configuration () > System Settings > General Settings.

admins admin-roles admin-area admin-dashboard

Last modified: November 19, 2024