Calendar Events Setup

General Calendar Events Settings

In the field that appears when you click on the "Calendar Events" section of the "Setup," labeled "General Calendar Events Settings," you can specify whether or not you would like to require all projects to have a specified client.

Should you decide to check the box labeled "Client For Action Event Required," every time you create a new event, you will be unable to save it until you select a client to connect it to.

Default Settings

In the "Default Settings" portion of the "Calendar Events" setup section, you will see a window labeled "Action Item Settings," where you can specify default settings for notifications.

Simply check the boxes next to the desired notification options, and, unless you specify otherwise when creating individual calendar events, the settings specified here will be used to determine when leaders and assigned users are notified about specific changes to events.

Event Types

In this portion of the "Calendar Events" setup, you can modify and manage the list of calendar event types.

The "Action Types" window within this section allows you to view a complete list of the existing types which are available for classifying calendar events.

In order to add a new event type to the list, simply click on the "Add New Type" icon located in the upper right-hand corner.

Within the window that appears (pictured below), simply enter a unique name for the event type and select a favorable icon from the drop-down menu provided.

Once this is done, click "Save" and the new event type will be added to the system.



Should you wish to modify an event type, simply click on its name within the "Action Types" window, alter the information as desired, and click "Save."

Statuses

This section allows you to to modify and manage the list of statuses used in classifying calendar events.

You can add a new status option to the list by clicking on the "Add New" icon in the upper right-hand corner of the "Status List" window.

When presented with the status creation form, simply fill out the fields as follows:

Name: Enter a unique name for the new status.

Active Group: Check this box if you would like the new status to be used to describe active calendar events (an example of an inactive group status would be "Done").

Status: Check this box if you would like the new status option to become available right away and appear in the "Status" drop-down menu for calendar events.

Color: Select a color that you would like all calendar events with this status to be highlighted in.

Once you have completed the fields, click "Save" and the new status will be added to the system.

In addition to creating new status options, you can easily change the settings for each existing status by clicking on the status's name within the list and altering its details as desired.

Should you wish to change the order in which the status options are displayed in their drop-down menu, simply use the arrow icons in the "Position" column to move individual options up or down within the list as desired.

And should you want to remove a particular status option from the list entirely, simply click on the "Remove" icon within the desired status's row.

Priority

This portion allows you to modify and manage the list of priorities used in creating calendar events.

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Within the window labeled "Priority List," you will a list of the different priority options available for calendar events.

You can modify the settings for each priority by simply clicking on the desired option's name.

Once you have selected the desired option to modify, you can changes its name, make it inactive by unchecking the "Enabled" box (so that it will not appear in the list of available priority options when creating calendar events), and pick a color for events with that particular priority to be highlighted in.

You can also change the order in which the priority options are displayed within their drop-down menu by using the arrow icons in the "Position" column to move individual options up or down within the list.

And should you wish to remove a particular priority from the list entirely, simply click on the "Remove" icon located in the desired priority's row.

In addition to modifying existing priority options, you can add new priorities to the list by clicking on the "Add New" icon located in the upper right-hand corner of the "Priority List" window.

Simply enter a name for the new priority, check the "Enabled" box if you would like the priority to become available and appear in the "Priority" drop-down menu for calendar events, and select a color that you would like to be used to highlight events with this specific priority.

Once you have completed the fields, click "Save" and the new priority will be added to the system.