Activities & Calendar

There are four types of activities available in the Portal:

  • Meetings
  • Calls
  • Tasks
  • Assignments

There is ‘My Activities’ dashlet showing actual and upcoming activity records related to the current user.

Meetings & Calls #

Reminders #

There are two types of reminders: Popup (in-app message) and Email.

Tasks #

Date Start and Date Due fields are not required. Dates can be specified with or without time parts.

Reminders #

Reminders for the task record will be available only if Date Due is specified.

Scheduler (Work in Progress) #

Provides the ability to view free & busy time ranges for attendees (users) when scheduling an event. Available for Meetings, Calls and custom entities of Event type.

Scheduler panel can be added or removed at Administration > Layout Manager > select needed entity type > Bottom Panels.

What entity types will be taken into account when showing busy time ranges can be configured at Administration > Settings > Free/Busy Entity List.

Calendar #

Calendar displays Meetings, Calls, Tasks, and Assignments.

Supported views:

  • Month
  • Week
  • Day
  • Timeline
Calendar Modes

Users can add Calendar on their dashboard.

It’s possible to view calendar of another user (is you have an access determined by roles). Calendar button is available on the user’s detail view.

To add an event to your calendar, press the cell with the needed time. Then choose the type of the event, configure its status, duration, attendees and their invitation status, etc.

Create New Meeting

Our newly created meeting will be displayed not only at our calendar, but also on the Activity panel/dashboard if the event status is planned or on the History panel if the event status is held or not held.

Activities

Moreover, our filtering tool will come in handy for those that want to choose what kind of information they want to be displayed on their calendar. To start using it, press the drop-down menu button at the top right corner and choose the events you want to see.

Events Filter

Refreshing calendar #

To refresh calendar items you can click on the date range title at the top in the center.

Shared calendar #

Users can create custom shared views that will display events of specific teams.

Note: User must have a proper User Permission set in Roles to be able to use shared calendars.

Note: Shared view displays events of users of the selected team. It doesn’t necessary display events assigned to that team (e.g. event is assigned to the team, but doesn’t assigned to any user of that team).

Shared view is also available for Timeline view. It allows to view events of multiple users.

Shared View Settings
Shared View Calendar

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