Creating an Event from the Calendar

Creating an event can be done from multiple places, but the Calendar View is the main place where you can create an event. This guide will show you how to create an event from the Calendar View, and how to visualize it, edit, and even delete it.

Caution

Due to recent incidents with accidental deletions of Users, all DELETE permissions has been disabled. We are currently working on a definitive solution that includes logging and record of every action made by every user.

Create an Event

Being on the Calendar View, click on the ”+” button located at the bottom right corner of the screen. This will open the “Add Event” view, where you can fill in the details of the event you want to create.

Name, Date, and Time

The first fields to fill in are the name of the event, the date, and the time. Name and Start Date are required fields, while the end date and time are optional.

Note

If you don’t fill the time fields, the event will be created as an All-Day Event, and will be displayed in the “All Day” section of the Day View

Description

The description field is optional, but it can be useful to provide more information about the event.

Tip

Be as much descriptive as you can. Remember this will be available for other teammates to check, as well as Management

Tasks

This is the good way for categorize Events and group within completion progress. This is a required field, since an event must belong to any task.

Employees

You can assign the event to one or more employees. At least one employee must be assigned to an event, but you can add ass many employees as you want. This is useful to notify the employees involved in the event.

By clicking on the ”+” button will open a modal window where you will be able to select One Employee At a Time. Employee Searching is also available.

Once Selected, you can remove them by clicking on the “Trash Can” button right to the employee name.

Client | Job Selection

Events are grouped around Jobs, and every Job has a Client. Due to this, it’s important define what Job is going to group the event you are creating. For assign a job to an event, please click on the “Arrow” button.

Caution

You can’t create an event without associate it with a client and a Job

This will open a modal window where you will select the Client and the Job this event will be associated with.

Note

When this modal window appears, you will notice no jobs on the list. This is because you need to select a Client FIRST and then you will see all the Jobs related to that client.

Tip

If you don’t have the client or job created before creating the event, you can Add them from this modal window. Otherwise, Just select the client and the job

Visualizing the Event

Once you have filled in all the required fields, click on the “Save” button. This will create the event and will be displayed on the Calendar View.

Events can be visualized in the Calendar View, and you can click on them to see more details about the event.

Conclusion

Creating an event from the Calendar View is a simple process, and it allows you to create events quickly and easily. You can visualize the events on the Calendar View, and you can edit or delete them if needed. This guide has shown you how to create an event from the Calendar View, and how to visualize it, edit, and delete it.