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Calendar
Calendar

An add on to Subjects / Issues / Campaigns to keep track of calendar events.

Adam Giles avatar
Written by Adam Giles
Updated over a year ago

The calendar, is an area of the platform, which is linked to the Subjects area. This enables teams to log when specific events occur. This can then be viewed in multiple areas:
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  1. Via the subject they are attached to;
    This allows confirmation, of the area's of communication the team have taken over the course of a campaign or subject.

  2. Via the Planner. This is simply a calendar view of the events historically and coming up.

To add items to the calendar, firstly, navigate to the Subjects (This is sometimes called "Issues") module >

You may then, select a Subject as you would and click Add Related to add a calendar entry >

On the left side of the screen you have several fields to potentially complete (Only the fields with the * are compulsory) >

  1. Date - The date the calendar entry occurs.

  2. End Date - If the entry requires a range of dates, this is when the event ends.

  3. User - The owner of the entry (who created it).

  4. Team - Some accounts may have more than one team using the platform, e.g. comms or marketing etc.

  5. Title - The name of the event/entry.

  6. Reminder - If you wish to set a reminder, the owner of the entry will receive an email at the date and time added.

  7. Diary - Teams may have dedicated calendars, e.g. Events / Interviews etc.

  8. Notes - Further information for the entry.

On the right, there are some additional "Attributes" which help to categorise and allow filtering in the future >

  1. Category - This is a way of sorting entries so you may filter or report on them in the future (These usually come with just one "Corporate" category to start with, but our support team can help you to expand and add/remove these).

  2. Product - Another way of sorting entries. Contact [email protected] to amend.

  3. Status - Planned / Confirmed / Completed.

  4. Colour - Adds a colour to the title which is then shown in the planner view.

  5. Related Subject - If you have created the event via the subjects module i.e. Clicked Add Related, this will already be related to a Subject.

  6. Published - Tick the box to enable this calendar entry so it is added to the calendar.

"Save" on the top right, once all required fields have been completed.

See also:

Communicate - What is a Subject?

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