The Calendar View is mainly use to visualize your data in the Calendar. It is specially useful when you want to check how is your availability for meetings or to review your team members availability as well.
Edition Qualifier: The Calendar View is available in all FreeAgent Editions.
User Permissions: No special permissions are required to use the Board View.
Calendar View
Customizing the Calendar view will allow you to see the information about your apps just in the way you need it. This view is great to review for example, how many meetings you have scheduled for the week, or how is your task load looking for the month.
It also allows you to review your team member's calendar to find the perfect time to invite them to a meeting.
Calendar Configuration
There are a few options when it comes to configuring your Calendar view.
Filter, Sort & More
Here you can apply filters, define your sorting rules, specify your calendar settings, and add calculations. To learn more about these options, please visit the following tutorial:
Filter, Sort & More
| Calendar Settings | DESCRIPTION |
| Calendar View |
The available options are: Month - Shows all the records organized in the monthly calendar using the Date field specified below. Week - Shows all the records organized in the weekly calendar using the Date field specified below. Day - Shows all the records for the current day using the Date field specified below. Agenda - Shows all the records of the month in an agenda like structure. Resource Week/Month - Allows you to specify a resource field* to use as a base to select the resources for the resource value**. The records of the specified team members will be shown in a weekly/monthly calendar view one next to the other for comparison purposes. |
| Date Field |
5 different options: Count - Shows the total of records based on the field selected in 'Pivot By' Average - This shows the average of the field selected, great to see the average deal size. Max - Shows the maximin value of the selected field. Min - Shows the minimum value of the selected field. Sum - Adds all the values for the selected field, great to see the total amount of all Opportunities. |
| Save Date Range | If you enable this option, your view will show the date range you have selected in the Calendar. |
Manage Data
You can change the views configuration as needed. If you are looking to use the same view on multiple occasions, we recommend that you save it. To learn more about Saved Views, please visit the following tutorial:
Saved Views
Note: Any changes you make to the configuration will only be visible under your own profile. They will not impact your team members. To keep your current configuration or share it with your team, save it as a View, and don't forget to check the Share with team box.
If you are the team's administrator, you can make changes to the configuration of calendar view and save them for your entire organization.
All your existing Saved Views can be used for reporting purposes. With them, you can create powerful dashboards. To learn more about Dashboards, please visit the following tutorial:
Dashboards