Use the calendar

The calendar is where you plan and view your firm’s events: board meetings, appeals, client meetings, site visits, leave and anything else. Open it from Calendar in the sidebar.

​

Choose a view

Switch between four views using the control at the top right.

• Month shows the full month. Click any day to start an event on that date. Busy days collapse extra events into a +N more link.
• Week is a seven-day time grid. Click an empty slot to start an event at that time.
• Day is a single day’s grid, with the same click-to-create.
• Agenda lists everything in the next three months. Click a row to expand it, then Edit or Delete.

Use the arrows to move between periods and Today to jump back. Agenda always starts from today, so it has no arrows. The All types filter narrows the calendar to one event type.

​

Create an event

1. Click New Event, or click a time slot in Day or Week view.
2. Enter a Title, which is required.
3. Set the type, status, date and time, and turn on All day if it has no specific time.
4. Optionally add a location, attendees, a description, and link it to a project or a client.
5. Save.

​

Event types and statuses

An event is always Scheduled, Completed or Cancelled, and you can move between them at any time.

​

Use all-day events

Turn on All day for things like leave or a full-day site visit. All-day events show in a separate lane above the timed grid in Day and Week views, and can span more than one day.

​

Link an event to a project or client

1. In the event window, find Link to.
2. Choose Project or Client.
3. Search for the one you want and pick it.

An event links to one or the other, not both. Switching between Project and Client clears whatever you picked before. Once linked, the event shows that name and you can jump straight to the project or client from the event’s detail panel.

​

See events on projects and clients

Linked events also appear where the work lives.

• On a project: open it and go to Tasks & Events. Events are listed above the tasks.
• On a client: open them and scroll to Events. You get events linked to the client plus events on any of their projects. The panel is hidden when there is nothing to show.

Click any row for the full details, and delete it from there if you need to.

​

Next steps