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Calendar View

The Calendar view provides a traditional calendar interface for viewing and managing activities within a project.

Overview​

The Calendar view displays:

  • Activities (appointments, meetings, events)
  • Schedule tasks (from Gantt schedules)
  • Company holidays

This view is ideal for day-to-day planning and quickly creating new activities.

Accessing the Calendar View​

  1. Navigate to your project
  2. Click Schedule in the project navigation
  3. Select the Calendar tab

Calendar Navigation​

View Modes​

Switch between different time scales:

  • Day - Detailed hourly view of a single day
  • Week - Seven-day view with time slots
  • Month - Overview of the entire month
  • Previous/Next - Move backward or forward in time
  • Today - Jump to the current date
  • Date Picker - Click the date header to jump to a specific date

Event Display​

Events appear as colored blocks on the calendar:

Event TypeDescription
ActivitiesAppointments and meetings with customizable colors
Schedule ItemsTasks from schedules, colored by template
HolidaysCompany holidays in a distinct color (read-only)

Event Colors​

  • Activity colors are based on activity type configuration
  • Schedule task colors are defined in schedule templates
  • Holidays appear in pink/magenta and cannot be edited

Creating Activities​

Quick Create​

  1. Double-click on any empty time slot in the calendar
  2. The activity form opens with the date/time pre-filled

Activity Form Fields​

Complete the following fields:

FieldDescription
SubjectActivity title (required)
LocationWhere the activity takes place
Date/TimeStart and end time
All-DayToggle for full-day events
Assigned ToTeam member responsible
Activity TypeCategory of activity
Activity CategorySub-category
ContactAssociated customer
ProjectLinked project (auto-filled)
Team MembersAdditional participants
NotesDetails and attachments
Travel TimeTime needed to reach location

Saving Activities​

Click Save to create the activity. It immediately appears on the calendar.

Viewing Activity Details​

Click any activity on the calendar to:

  • View full activity details in a side panel
  • Edit activity information
  • Add notes or attachments
  • Update the activity result (Open, Completed, Cancelled)
  • Delete the activity

Filtering the Calendar​

Show Filter​

Control what appears on the calendar:

  • Everything - All activities and schedule items
  • Activities Only - Only activities (appointments, meetings)
  • Schedule Only - Only tasks from schedules

Schedule Selection​

When showing schedule items:

  • A multi-select dropdown appears
  • Choose which schedules to display
  • Useful when projects have multiple schedules

Filter Synchronization​

Filters are shared with the Activities view. Changes in one view apply to both.

All-Day Events​

For events without specific times:

  1. Toggle All-Day when creating the activity
  2. The event appears in the all-day section at the top of the day
  3. Useful for deadlines, milestones, or full-day appointments

Holidays​

Company holidays automatically appear on the calendar:

PDF Export​

Generate a printable version of the calendar:

  1. Click the PDF button
  2. The current view exports to PDF
  3. Useful for printing weekly schedules or sharing with team members

Calendar Integration​

Activities can sync with external calendars:

  • Google Calendar
  • Microsoft Outlook

When calendar sync is enabled:

  • Activities automatically appear in your external calendar
  • Team members receive calendar invites
  • Changes sync bidirectionally

See Calendar Sync for setup instructions.

Tips​

  • Double-click to create - The fastest way to add a new activity
  • Use the right view - Day view for detailed scheduling, Month view for overview
  • Filter by schedule - When viewing schedule items, select specific schedules to reduce clutter
  • Check availability - The system warns if team members have conflicts

Troubleshooting​

Activities Not Appearing​

  • Check the filter settings (Everything vs Activities Only)
  • Verify the date range includes your activities
  • Confirm activities were saved successfully

Holidays Missing​

Can't Create Activities​

  • Verify you have permission to create activities
  • Ensure you're double-clicking on empty calendar space