Calendars

Calendar Views

• The calendar offers several viewing options.
• Filter by item type:
  • Tasks only
  • Events only
  • Appointments only
  • All Items
• Choose a time view:
  • Month (default)
  • Week
  • Day
• With the correct permissions, you can also view other users' calendars.

Calendar Access

• You can give users access to see each other's tasks, events and appointments, either:
  • Across all other users, or
  • Just users within the same user group
• This helps teams work more efficiently.
• To enable this, go to Settings > Users > Edit.
• Under the Teams section:
  • Tick Enable access to availability calendar of other users to turn the feature on
  • Tick Only access availability of users own group(s) to restrict access to the same group
• Note: unless User can see full details of other user's tasks/events/appointments is ticked, only the dates/times and priority will be shown when viewing another user's calendar.
• Ticking Enable as a team manager automatically enables both calendar availability and full access options.

Exporting the Calendar

• Calendar entries can be exported to an iCal file, supported by most popular calendar applications.
• The export includes:
  • Entry description
  • Due date
  • Summary of the related client, including reference number