How do I add an event in Calendar from the Dashboard?

Adding events to the Calendar helps your team keep track of important activities, deadlines, and appointments. Events can be assigned to employees so everyone knows what is scheduled and who is responsible.

Access the Calendar

1. From the Main Menu, select Calendar.
2. The Calendar opens in the current view. You can switch between Day, Week, and Month views.
3. Navigate to the date when you want to add the event.

Add a Calendar Event

1. Locate the date on the Calendar where you want to create the event.
2. Double-click the date/time area where you want the event to occur.
3. Enter the required event information in the event window.
4. Assign the event to the appropriate employee, if applicable.
5. Enter the event details, including the date and time.
6. Save the event.

The event will then appear on the Calendar for the selected date and assigned employee.

Calendar Filters

The Calendar also provides filters that allow you to control which information is displayed. Depending on your account and permissions, options may include:

1. Employees
2. Crew Schedule
3. Projects/Opportunities
4. Other available calendar record types

Use these filters to focus on the schedules and activities relevant to your team.