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The Calendar can be viewed by month, week or day, and as a new feature, there is also a list view.

  1. From the Dashboard, click the Calendar icon. By default, the current Day view appears.
NOTE: Scheduling displayed as paled indicates that either the operating user has limited privileges and thus no access to that specific scheduling. When double-clicking on any such event, an error page appears informing about permission being denied.


IMPORTANT: Events that have timeslots scheduled can only be edited in Advanced Scheduling, thus appear paled even for users with the necessary privilege(s).

2. Click the date forward or back buttons to scroll through the calendar.
The back and forward arrows jump back or ahead a day, a week or a month according to the actual view.

3. Click the calendar icon to select an exact date.

In Day view, the selected day, while in Week view, the week including the selected date is displayed.

NOTE: The calendar icon is only available in Day and Week views.

4. Click the Choose a type drop-down menu next to the calendar icon to narrow the events displayed based on the type of activity in which they have been created.

The color-coded events appear.
Delete the selected activity type in the drop-down to return to displaying all events.

5. Display all hours by deactivating the Business hours switch.

NOTE: The Business hours switch is only available in Day and Week views.

6. Click the Week button to display a weekly calendar view.
Scheduling displayed as paled indicates that the operating user has limited privileges and thus no access to that specific scheduling.

7. Click the Month button to display a monthly calendar view.

8. Click the List view to have all the events listed chronologically by day and the next 6 months in yearly view displayed on the right.

NOTE: The chronological daily listing of events starts with the day selected on the yearly view (calendar on the right). By default, it is today's date.

For further information, visit our Calendar Module and Calendar - How to pages, or watch our Calendar Module Training Videos.

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