Calendar

In the Calendar workspace, you can plan your work schedule and track task deadlines. The following are displayed here:

• Events you created.
• Events added by other employees if you are a participant.
• Events imported from external calendars.
• Tasks assigned to you tasks.
• Calendars of your subordinates if you are a department manager.

This article describes the structure of the Calendar workspace, the toolbar for displaying events, and the types of events you can view in your personal calendar.

начало примера

Useful articles:

• Create and edit personal calendar events. Learn how to create an event, check participants’ availability, set up email notifications and reminders, and edit or delete an event.
• Share personal calendar. Learn how to give other employees access to your calendar.
• Export events to external calendars. Learn how to display events from BRIX in an external service.
• Import events from external calendars. Learn how to connect an external service to display events from an external calendar in your personal calendar.
• User profile settings. Learn how to enable email or #Activity stream notifications for personal calendar events.

конец примера

How the calendar works

The Calendar workspace is structured as follows:

1. The counter above the workspace name shows the number of events scheduled for the current date. Closed events are not included in the counter.
2. The following calendars are available in the left menu of the workspace:

1. • My Events. Your personal calendar.
   • My Department. This folder is displayed for department managers and contains calendars of their subordinates. Click its name to open the My Department page.
   • Available to Me. This folder is displayed if another employee has given you access to their calendar. Click the More link to open the full list of calendars shared by other users.

3. Under the Settings separator in the left menu, the following pages are available:

1. • Share My Calendar. You can grant access to let other users access and interact with your calendar.
   • Export Events. Here you can configure exporting events to external calendars. Import Events.

4. The toolbar is located at the top of the personal calendar page:

• Switch the display mode between the list of events and tasks and the standard calendar.
• Configure access the following actions:

• • Export events from your personal calendar.
  • Change calendar access settings.

• Go to the current date.
• Switch the time period, for example, to display the next month.
• Set the display period: month, week, or day.
• Create an event. When you add an event, the system checks the calendars of the specified participants. If any of them are busy, you can schedule the meeting for a time that works for everyone.

5. Scheduled events are displayed in calendar cells. Completed events are crossed out. The cell color reflects your work schedule according to the business calendar: working days and hours have a white background, while non-working days and hours have a gray background. The current day is highlighted in yellow.

By default, Monday is displayed as the first day of the week in the calendar. Users who belong to the Administrators, can set Sunday as the first day. For more information, see Locale settings.

Events available in the personal calendar

In addition to events you create, the following can be displayed in your personal calendar:

1. Items of Event-type apps.

In BRIX, you can create custom calendars using an Event-type app. If you are a participant in an event from such an app, a record for it is also added to your personal calendar.

For example, HR employees use two calendars created using an Event app: one for interviews, and another for department meetings. An employee adds meetings with candidates to the first calendar, while participating in events in the second. In this case, both interviews and department meetings are displayed in the employee’s personal calendar.  

2. Tasks created by the user.

If an employee creates a task, it is automatically added to the personal calendar of the assignee. The event starts on the task start date and ends on the day the task is completed. If the Start date field in the task page is not filled in, the event is scheduled for the date specified in the Due date*.

You can change the time you work on a task in the calendar, as well as remove the task from the calendar.

3. System information and approval tasks.

If a document is sent through a preconfigured information or approval route and the task has a deadline, it is displayed in the assignee’s calendar. To keep the calendar from becoming cluttered, you can disable the creation of such events in the user profile on the Document Management tab.

4. Tasks configured in a business process.

A task assigned to you as part of a business process configured by the system administrator appears in your personal calendar if it has a deadline and the task settings enable displaying it in the assignee’s calendar.

5. Events from external calendars.

You can configure an integration with an external service to display events from an external calendarThis is useful for creating a unified meeting schedule.