Activity center — Calendar tab

Availability

Overview

Turning on Calendar view

To enable Calendar view, follow these steps:

1. Go to Activity center.
2. Click Calendar view icon at the top.

Today/Month selector

Calendar view is month-based. To select a month to display on the Calendar, use the month selector backwards or forwards. The selected month is displayed on the right of the control ( in the picture below). To jump to the current month, click Today ( in the picture below).

Filters/Show

The view shares filters and both preset and saved views with other Activity center views. For individual calendar filters, see below. Other global filters include:

• Show activities without dates,
• Show parent activities,
• Show activities without calendars.

Adding a calendar

To add a calendar:

1. Click "+" in Calendars section of the Calendar view screen in the top right.
2. Entitle the calendar in the Title text box.
3. Assign a color to it.
4. In the Filters section:
5. Select the filters you want to apply to the calendar being created. For example, the calendar may include activities only from a certain portfolio, and those assigned to certain people. In this case, you will want filters under group headings of Portfolios and Activity assignees.
6. Click Save when you are done.

Editing a calendar 

To edit a calendar:

1. Click Calendars button in the top right. Hover the mouse pointer over the calendar you would like to edit.
2. Click the more actions button on the right and choose Edit.
3. Make changes as may be required.
4. Click Save.

Deleting a calendar 

To delete a calendar:

1. Click Calendars button in the top right. Hover the mouse pointer over the calendar you would like to delete.
2. Click the additional options button on the right .
3. Click Remove.