> For the complete documentation index, see [llms.txt](https://schedulink.gitbook.io/help-center/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://schedulink.gitbook.io/help-center/using-schedulink/the-basics.md).
# The Basics
### How data is connected
Everything in ScheduLink links back to an Account.
**Accounts → Events → Tasks**
* **Accounts** are your clients (e.g., Lakewood High School)
* **Events** are the jobs booked for that client (e.g., Fall Portraits 2025)
* **Tasks** are the work items assigned to your staff
Tasks can be linked to a specific event, to an account directly, or assigned to an employee as standalone internal work.
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### Working with tables
Most pages — Accounts, Events, Tasks — display data in a table. There are two ways to control what you see:
#### Filtering
The filter bar runs along the left side of every main table.
* Use filters to narrow the list down (e.g., "Today's Jobs," "My Tasks")
* Save filter combinations you use often for quick access later
Save your custom filters to search them later.
#### Columns
Click the **3 dots** at the top right hand of any table and select **Set Columns** to choose which fields are visible. Drag and drop column headers to reorder them.
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### Global search
The search bar at the top of the screen finds records across the whole system. Results are grouped into tabs:
* Accounts
* Events
* Tasks
* Contacts
* Employees
Click the relevant tab to find what you're looking for.
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#### Your profile
Click your avatar in the top-right corner and select **My Profile**.
#### Personal information
Update your photo, name, phone number, and email. Keep this current so managers and teammates see the right details on schedules and notes.
#### Security
Change your password here at any time.
#### Notifications
Control how often ScheduLink emails you. Adjust your email reminder frequency to fit your preference.