Calendars allow you to visualize organization level events in your reports down to team level events and meetings. Use these instructions to set up a calendar and create events within that calendar.
Reports - Events will appear directly in your reports
Date Picker - Use this option to create creating custom date ranges or sprint cycles. Events will appear in the Date Range filter in your report so you can easily navigate to a specific time frame.
Click Save.
Your calendar is now available in the calendar list on the Calendars page.
You need the Manage calendars permission to bulk import calendars. You can import many events into your calendar at the same time. To do so, first create a CSV file of events.
To bulk upload calendar events:
Prepare a .csv file with the following columns:
Calendar Name
Event Name
Start Date/Time
End Date/Time
Timezone
All Day
Category
Hide
From the Calendars page, click Bulk upload (.csv).
In the modal, choose a file to import.
Select Overwrite items if found and Add calendars if not found according to your needs.
Click Next.
Confirm your import and click Yes, import.
If no errors were found, you will see a success message.
If errors were found, you will see an error message with a link to view the results of your upload. Click See detailed results to view the fields and rows that need edits.
Your file should look something like this:
Tips & Next Steps
After creating a new calendar, check the group type and show the columns on the Calendars page. Organization means the calendar and its events are for the whole org. Group means they are just for certain teams. The Show on column determines where the events for that calendar are visible either in the Date Picker, on the Reports, Both or None.
Subscribe teams to calendars to be sure that the events are visible to relevant teams. See Calendar subscriptions for more information.
You can see your calendar events in two different places depending on the Calendar Show On setting.
Show On: Reports
If you set your calendar events to show on reports, those events appear in your reports.
To make sure your events are showing up where needed:
Set the events filter to include the type of calendar events you are wanting to view:
If your calendar events are under a group calendar, filter by the subscribed team. Once you have those two filters set appropriately you'll see your events appear as shown below:
Tip: Filter to both organizational and group calendars to see both types of events. As seen above, the org level event is in pink and the group level event is in purple.
Show On: Date Picker
The Date Picker is designed to create custom date ranges, specifically sprints. These are generally associated with a group calendar with specific teams subscribed. Events associated with a calendar that appear in the Date Picker will appear regardless of what is or is not selected in the Events filter. For any event that is set to show on the Date Picker, ensure you are properly filtered to the correct team, if the events are only assigned to a specific team.
To turn on custom date ranges:
Click Settings in Flow's top navigation bar.
In the left navigation under Report settings, click Configurations.
Scroll to the bottom of the General tab to the Custom Date Ranges section.
Toggle on Enable custom date ranges and customize your label.