Calendar Overview

Set up your standard working vs. non-working days and track project-specific events using the project calendar.

Inside each project, you will find a project calendar. There are two main functions of the project calendar. They include:

Configure working vs. non-working days

Working and non-working days are used when you have workflows for project forms. Each workflow step has a "Days to Approve" field that is based on the working days of the project. For example, if a workflow step is in your court on a Friday, and you have 3 days to approve but Saturday and Sunday are non-working days, then your workflow action is required by Tuesday (Friday-1, Monday-2, Tuesday-3). 

  1. Inside of a project, click the Calendar icon in the secondary navigation.

    View project calendar
  2. Above the calendar view, click the ellipsis button and choose the Configure Calendar option.

    Configure calendar
  3. Check or uncheck the standard working days (Common working days might be to check Monday - Friday and leave Saturday and Sunday unchecked).
  4. Add non-working days such as holidays and special project days by clicking the New button in the Non-working Days section.

    non-working days
  5. Add a Subject and a Date for each non-working day (For example, Christmas for the Subject and 12/25/2022 for the Date).
  6. Click the Add Day button to add the non-working day to the list. 
  7. Repeat steps 4-6 until all non-working days have been added.
  8. Click the Save button to save your calendar configurations.

    save calendar configurations

Add project-specific events

  1. Above the calendar view, click the New Event button.

    Add new event
  2. In the modal window, add the event:
    • Subject
    • Starts At (date and time)
    • Ends At (date and time)
    • Location
    • Notes
  3. Click the Save button to add the event to the calendar.