Calendar Tutorials

Before you can use a calendar, its Calendar Type must be created and added to a Menu Group (any menu), and user access must be set (see Calendar Type Tutorials).

💡These tutorials explain how to adjust a calendar’s display, create recurring and custom events, edit events and allocate unallocated events.

Adjusting a Calendar’s Display#

1. Navigate to a Calendar.
2. Use the slider on the right to zoom in or out. This slider scales from the smallest interval (15 minutes) to the largest interval (day).
3. Check the Navigator box to show the navigator:
   • Click a calendar on the navigator to show the selected date.
   • Check (include) or uncheck (exclude) the entries on the left to show only the checked entries.

How to Manually Create Calendar Events#

1. Navigate to the Calendar.
2. Click a blank space on the calendar, in the row of the resource (on the left) and the column of the timeslot (at the top). The space turns blue to show that it is selected.
   • Note: If you skip this step, the event is created for the first resource on the list.
3. Right-click the spot you selected under Step 2 and select one of these options:
   • New Event
   • New All Day Event
   • New Recurring Event (different sequence)
4. If recurring, complete the recurring details on the popup (see How to Complete the Recurring Fields below).
5. Complete the popup that opens:
   1. Subject = Enter a name for the event.
   2. Location = Enter a location.
   3. Label = Select a label from the dropdown list.
   4. Dates and Times: These fields are prefilled from the selection you made but can be edited.
   5. Show time as = Select an option from the dropdown list.
   6. Note = Enter a note about the event.
6. Click OK (button).

How to Complete the Recurring Fields#

1. Start = Select a start time for the event.
2. End = Select an end time for the event, or select a duration to fill it in automatically.
3. Duration = Select a duration for the event. This field is filled in automatically if you select an end time.
4. Recurrence = Click one of the radio buttons to indicate how often the event recurs. The options are:
   • Daily
   • Weekly
   • Monthly
   • Yearly
5. Day of the Week = Select the days of the week on which the event recurs.
6. End date = Select one of these options for when the event must stop:
   • No end date: The event continues forever.
   • End after = Enter a number in the box to stop the event after that number of occurrences.
   • End by = Select a date on the calendar.
7. Click OK (button).
8. Proceed with Step 5 of How to Manually Create Calendar Events.

How to Edit a Custom Event#

1. Navigate to the Calendar.
2. Right-click an entry and select Open.
3. Edit any of the fields.
4. Click OK (button).

How to Edit a Transaction Event#

1. Navigate to the Calendar.
2. Do any of the following:
   • Drag and drop the event to change the resource.
   • Drag the sides of the event to change the event’s duration.
   • Right-click an entry and select Open to edit the note. Click OK (button) when done.
   • Right-click an entry and select Open Transaction to open the transaction. The fields, other than the note, can be edited only on the transaction. Then return to the calendar and click Refresh (button) to apply the changes from the transaction.

How to Allocate an Unallocated Event#

1. Navigate to the Calendar.
2. Drag an entry from the Unallocated resource row to a resource.