Calendar and events

The calendar shows your meetings, calls and days off next to the tasks that are due. Use it to plan the week, invite colleagues, note when a customer is coming in, and put company-wide dates in front of everyone.

Open Calendar in the left menu.

Find your way around

• Use the arrows to go back or forward, and Today to come back to now.
• Switch between Month and Week at the top right. The calendar remembers your choice.
• Coloured bars are events; a time before the title means it is not all day. A small megaphone marks an event for everyone, and a small group icon an event for departments.
• Grey items with a tick box are tasks on their deadline day. Overdue tasks are red. Click a task to open it.

People whose role lets them see everyone's calendar get two more buttons, Mine and Everyone, to switch between their own events and the whole team's.

Add an event

1. Press New event, or double-click a day.
2. Type the title in What is it?.
3. Set Starts and Ends, or tick All day.
4. Under Remind, choose when to be reminded. The default is 15 minutes before.
5. Add colleagues under Attendees.
6. Add Where, Notes and a Colour if they help.
7. Press Create.

Everyone the event is for gets a notification, and a reminder before it starts.

Guests from outside

Fill in Guest (outside), Guest email and Guest phone for a customer or visitor. These are kept with the event for your reference.

Link the event to a deal or contact

A new event can be tied to a record with About a deal and With a contact, so you can see what the meeting was about.

Events for a department or the whole company

Who is it for lets you choose Chosen people, Departments or Everyone. You only see the choices your role allows.

• Departments: pick one or more departments. Everyone in them, and in the departments under them, sees the event.
• Everyone: the event goes on everyone's calendar. Everyone is told and reminded, and people who join later see it too.

With Departments or Everyone, you can still invite other people with Also invite.

Who may do what

An owner or admin decides this for each role under Settings → Access, in the Calendar box:

• See and arrange everyone's calendar: see other people's events, and choose another person as an event's Owner.
• Invite colleagues: add attendees to events.
• Department events: None, Their own departments and those under them, or Any department.
• Company events, on everyone's calendar: make events for Everyone.

Owners and admins can do all of it. Departments are set up under Settings → Team, in the Teams list.

Change or cancel an event

Click an event to open it, change what you need and press Save. People who are added or whose event moves are told. Cancel event removes it after you confirm, and the attendees are told.