Calendars

Calendars visually represent time to view and manage events, activities, or schedules. It offers a structured layout with dates, days, and months and the ability to add, edit, and navigate through time-based information.

1. Features and Benefits

The following are the key features and benefits provided by the Calendar View:

• Enables efficient planning and scheduling of events.
• Provides an overview of upcoming and past activities.
• Display dates, days, and months clearly and legibly.
• Provide options for multiple views (e.g., daily, weekly, monthly).
• Allow easy navigation and switching between dates.

2. Create and Apply a Calendar View

Watch the guided demo below to create and apply a Calendar View.

You can also follow the same steps using the written guide below.

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Warning

The default view is visible to all users. To make sure it works for everyone, create a default setting that works for all users. If you need a personalized experience, copy the default view or create a new view as needed.

1. Open the record and find the Views icon in the top-right corner of the screen.
2. Click on the "New View" button within the Views menu.
3. Choose the "Calendar View" option.
4. Specify the settings as follows:
   1. View Name: Enter a name for the layout.
   2. Date Field: Select the field that contains the event dates.
   3. Title Field: Choose the field to be displayed as the label on the calendar for each event.
   4. Location Field: Select the field that contains the event locations.
   5. Attendee Field: Choose the field that includes the event attendees.
5. Configure the Day view column settings:
   1. Use as columns: Select the desired columns displayed on the Day view.
   2. Columns to display: Specify the specific columns on the Day view.
6. Set the field that will determine the colour of the events on the calendar.
7. [Optional] Utilise quick filters to pre-define specific filter criteria for easy data filtration.
8. [Optional] Utilise Advanced Settings to add configuration to your list view.
   1. Report Widgets are simple “number widgets” that can display a calculation over a list of entries. To add a report widget, insert a configuration. Here are sample configurations for reference: Link to the report widget.
9. Click on the "Save" button to save the changes.

To set up and use a Calendar view for a desired record, follow these steps:

1. Open the record and find the Views icon in the top-right corner of the screen.
2. Choose the desired layout you wish to display from the available options.
3. To set the selected view as the default display for the record, click on the "Set as default" option > Click "Save".
4. Alternatively, if you only want to apply the selected view without setting it as the default, click the "Apply" button.

📌 Need Help?

If you require assistance or encounter any issues, please don't hesitate to contact us for further support.

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