Changing or Adding Calendar Views

In this article

  1. View a Conventional, Monthly Calendar
  2. View a Calendar by Assignees

Background

The Calendar can be customized by creating Views. In addition to creating shared Calendar Views for use throughout the business, each user can create personal views to see information in a format most relevant to them.

1.) Example - Calendar in conventional monthly format

A monthly calendar is great if you're the owner or manager of a countertop shop, or if you previously used a whiteboard to manage your schedule. This is how to create a monthly calen

  1. Select Calendar::View Calendar menu
  2. Click Options... button
  3. Number of Days: Select 30
  4. Display Type: Select Week by Weekday
  5. Color Activities By: Select Activity Type or Assignee (Custom fields or Form fields that contain a list of values that have been color coded will also be available for selection.)
  6. Click Select Fields... button and check the fields to display on the Calendar View. Click OK
    (Example: To display the City, click on Job Address, then click on City.)
  7. Click OK to display the Calendar as specified.
  8. To save the new Calendar View, click Save View... button, enter a name and select Shared View or My View.

2.) Example - Calendar by assignees

A calendar that's organized to include days and assignees is useful if you're trying to assign work to certain employees in your office. Usually, this works best if you have a large number of people doing your templates, installs or fabrication.

  1. Select Calendar::View Calendar menu
  2. Click Options... button 
  3. Click Select... button at right of the Assigned To: field and select the Assignee(s) to include.
  4. Number of Days: Select 10
  5. Display Type: Day by Assignee
  6. Color Activities By: Select Activity Type or Assignee (Custom fields or Form fields that contain a list of values that have been color coded will also be available for selection.)
  7. Click Select Fields... button and check the fields to display on the Calendar View. Click OK
  8. Click OK to display the new Calendar View
  9. To save the view click Save View... button, enter a name and specify My View or Shared View

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