Managing existing calendars

Permissions

You need the Manage calendars permission to manage calendars. 

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Calendar management

To manage your calendars:

1. Click Settings in the top navigation.
2. Under Report settings in the left navigation, click Calendars.

The Calendars page shows:

• Calendar name: the name of the calendar.
• Type: the scope of the calendar. 
  • Organization calendars hold events applicable to the entire organization, such as company holidays and all-hands meetings.
  • Group calendars hold events relevant to one or more teams.
• Created by: the user who created the calendar.
• Show on: where the events from this calendar will appear.  
  • If you choose reports, events show in Project timeline.
  • If you choose Date picker, events show as custom ranges in the date picker. Learn how to set up custom date ranges.
  • If you choose both, events show in both places. This is not recommended.
  • If you choose None, events will not show up in the date filter or reports.
• Subscribed teams: the number of teams subscribed to the calendar.
• Trash can icon deletes the calendar.

From the Calendars page, edit calendars by clicking the check box next to the calendars you want to edit, then using the Actions dropdown menu to update Show and Type settings, as well as delete the calendars. For more editing option, click a calendar name to edit details for that specific calendar.

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Edit calendar details

To edit a calendar on the calendar details page:

1. Click the Edit calendar button.
2. In the pop-up modal, edit the calendar name, calendar description, calendar type, and calendar visibility.
3. Click Save.

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View, add, and manage calendar events

View and manage events in the calendar details page under the Events tab.

1. Use the Actions dropdown to bulk edit events selected using the checkbox in the left column. Once events are selected, you can delete them, set categories, and update Show/Hide settings. Showing or hiding events determines if the event is visible in your reports.
2. Click Add event to add events to your calendar.
3. Toggle Show event to show or hide an event.
4. Click the trash can icon to delete an event from your calendar.

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View and manage team subscriptions

Subscribe teams to group calendars and all associated events. This means the events for the calendar will appear when the subscribed teams are selected in the team filter in reports. You cannot subscribe teams to organization calendars since those events are already visible for all teams.

To subscribe a team to a group calendar:

1. On the Calendars page, click the calendar you want to edit.
2. On the calendar details page, click the Subscriptions tab.
3. Click Subscribe teams.

   

4. In the pop-up modal, search for the team you want to add to the calendar. To include nested teams in the subscription, click the check box next to Also subscribe nested teams.
5. Click Subscribe.

When you're done, find the teams under your Subscriptions.