How to see the month calendar

See a whole month of bookings, tasks, deliveries and inspections, and move tasks by dragging them.

The Schedule's Calendar view shows a whole month at a time: who's booked where, and what's due each day. It's the quickest way to see whether a job's tasks line up with the people you've booked.

Open the month

  1. Click Projects in the sidebar, then Schedule.

  2. Beside the page title, click Calendar.

Every project has its own month too: open the project, click Schedule in its menu, then Calendar. Use the arrows beside the month to go back and forward, and Today to come back to this month.

What's on it

  • Bookings show as bars with the person's name, and the project's name on the Schedule for all projects. Click one to see its details, change it or cancel it.

  • Tasks show as bars from their start date to their deadline, or on their one date. Tasks with no dates aren't on the calendar.

  • Deliveries and inspections sit on their day.

  • Public holidays are shaded and named.

Turn off Show tasks to see only the bookings. Use the filters above the calendar to narrow down the tasks it shows.

Move a task

  • Drag a task's bar to another day to move it.

  • Drag either end of the bar to change its start or its deadline, so it runs over more or fewer days.

Each change shows straight away.

Add something on a day

  1. Click an empty part of a day.

  2. Choose Add a task, Book someone or Add a delivery or inspection.

Add a task is only offered while Show tasks is on.

Why can't I drag a booking on the calendar?

Bookings can't be dragged on the month. Click the booking and choose Edit, or switch to People and drag it there.

Why are some tasks missing?

The calendar only shows tasks with a start date or a deadline, and only those that match the filters above it. If a month has more tasks than the calendar can show, it says Showing … of … tasks this month — narrow the filters to see the rest.

Why can't I add or move anything?

On a project marked complete, nothing new can be added and its tasks stay where they are. You can still open its tasks to read them.

I used to have a Calendar page

The old Calendar page is now the Schedule's Calendar view. Old links to it open the month there.

Did this answer your question?
😞
😐
😁