Schedule jobs and events on the calendar
Add a calendar event, link it to a project, set an all-day or timed slot, and add a location and notes.
How do I schedule a job or event on the calendar?
From the Calendar, click New event. Give it a title, optionally link it to a project, choose an all-day or timed slot with start and end times, and add a location and notes. Click Create and it appears on your calendar. To schedule a whole job instead, set start and end dates on the project itself — that shows up as a blue job block.
There are two ways to put work on the calendar: an event for a specific appointment (a site visit, an inspection), or a project schedule for the span of a job. Use events for moments, project schedules for the work itself.
Create a calendar event
- 1Click New event
On the Calendar, click New event to open the event form.
- 2Title and link a project
Type a title. Optionally choose a project from the dropdown so the event is tied to that job.
- 3Set the time
Check All day for a full-day event, or leave it off and pick start and end times. The end must be after the start.
- 4Add location and notes
Add a location and any notes, then click Create.
Linking an event to a project keeps related appointments together — open the event and you can jump straight to the project it belongs to.
Schedule a whole job
To block out the dates for an entire job rather than a single appointment, set the project's start and end dates on its Details tab. See Schedule a project on the calendar for the full steps. The job then appears as a blue block on this calendar.
An event is a single appointment you create on the calendar. A scheduled job is a project's date range, set on the project's Details tab, and shows as a blue block.
Yes. Check the All day box in the event form and the time fields switch to a full-day slot.
Click the event on the calendar to open its details, then choose to edit or remove it.
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