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Calendar & Scheduling

Create an event

Calendar & Scheduling

Create an event

Calendar & Scheduling

Create an event

Who can do this ?

All users whose organization has access to schedule management can create personal events, all users with either the administrator or service provider role can create events on projects.

Steps

Go to the Projects page by clicking on the ‘Briefcase’ icon in the left menu or by going to the following URL:

Choose a project by clicking on its name to open it

Click on the ‘Calendar’ tab at the top right of the interface

or

Go to the Calendar Page by clicking on the ‘Calendar’ icon in the left menu or by going to the following URL:

Click in the Calendar grid on the day from which you want to create the event to open the event creation window

Enter the name of your event in the Name field

Click on the colored dot to the right of the Name field to display the list of Event Labels

Choose an Event Label

Choose a start date and an end date for the event

Enter a description of the event in the Notes field

Select the project in which you want to create this event

Select the team(s) who will be able to see this event

Enter a name, email address or scroll down the list to assign people

Enter a name, resource label or scroll down the list to assign resources

Click on the chosen name, if you wish to select a resource from the list

See a red dot if the resource is not available for the selected date range

Click on the avatar of a resource to remove its association with the event

Click on the ‘Create’ button at the bottom of the window to create the event

View the event in the Calendar

Information

Your account administrators can create new labels from the administration console.

You can involve people external to your project in your events.

These people will see the events in their Calendar but will not be able to access the project and its details.

Your account administrators can create and manage resources from their account.

By default, assigned people receive a reminder 1 day and one hour before the event.