Skip to main content

Calendar

The Calendar provides a unified view of all activities, project schedules, and external calendar events. Use it to see your day at a glance, schedule activities, and coordinate with team members.

Accessing the Calendar​

Navigate to Calendar from the main navigation menu.

Calendar Views​

Switch between different time views using the view selector:

ViewDescription
DayDetailed hourly view of a single day
WeekSeven-day view showing all events
MonthFull month overview

Use the navigation arrows to move between time periods, or click Today to return to the current date.

Event Types​

The calendar displays three types of events, each with a checkbox filter:

Activities​

Internal activities such as appointments, phone calls, tasks, and emails. These are created directly in Readybuild.

  • Filter by Activity Types (e.g., Appointment, Phone Call, Task)
  • Filter by Activity Categories (e.g., Sales, Service, General)

Schedule​

Project schedule items from the production and design schedules.

  • Filter by Schedule Types: Production or Design
  • Filter by Subcontractors to see only items assigned to specific vendors

External Calendar​

Events synced from connected Google Calendar or Microsoft 365 calendars. These appear as read-only events.

Filtering Events​

Use the filter controls at the top of the calendar to narrow down what you see:

Event Types​

Check or uncheck Activities, Schedule, or External Calendar to show or hide those event types.

Users​

Select specific team members to view only their events. Leave empty to see all users.

Project​

Search for and select a specific project to see only events related to that project.

Activity-Specific Filters​

When Activities is checked:

  • Activity Types - Filter by appointment, phone call, task, etc.
  • Activity Categories - Filter by sales, service, general, etc.

Schedule-Specific Filters​

When Schedule is checked:

  • Schedule Types - Show Production, Design, or both
  • Subcontractors - Filter by specific vendor/subcontractor

Creating Activities​

From the Calendar​

  1. Click the New Activity button in the top right
  2. Fill in the activity details:
    • Category (Appointment, Phone Call, Task, etc.)
    • Title
    • Date and Time
    • Assigned Users
    • Related Contact or Project
  3. Click Save

Quick Create by Clicking​

  1. Click directly on a time slot in Day or Week view
  2. The activity form opens with the selected time pre-filled
  3. Complete the form and save

Viewing Event Details​

Activities​

Click on any activity to open the Activity Info Panel, which shows:

  • Activity details and notes
  • Related contact and project information
  • Activity history and updates
  • Quick actions (edit, delete, reschedule)

Schedule Items​

Click on a schedule item to view:

  • Project name and contact
  • Scheduled date range
  • Assigned subcontractors
  • Schedule notes

External Calendar Events​

External events display as read-only. Click to view the event title, time, and source calendar.

Calendar Navigation​

ActionHow To
Go to todayClick Today button
Next periodClick right arrow
Previous periodClick left arrow
Change viewClick Day, Week, or Month
Jump to dateClick on the date header

Company Holidays​

Company holidays configured in Admin > Calendar > Holidays appear as highlighted days on the calendar. These affect availability calculations.

External Calendar Integration​

To see events from external calendars:

  1. Connect your calendar in Admin > Integrations
  2. Set up Google Calendar or Microsoft 365 Calendar
  3. Enable the External Calendar checkbox in the calendar filters

Tips​

  • Color coding - Events are color-coded by type for quick identification
  • Overlapping events - In Week and Day views, overlapping events stack side by side
  • Drag and drop - Some event types support drag-and-drop rescheduling
  • Quick filters - Uncheck event types you don't need to reduce visual clutter