Help / Activity

Calendar

How to change the View on the Calendar?

  • Step 1: Click on the Calendar tab.
  • Step 2: Click on the Daily, Weekly or Monthly view in the upper right corner
  • Step 3: This will take you to the desired period.

How to Filter the Calendar?

  • Step 1: Click on the Calendar tab.
  • Step 2: Click on the Filter icon in the upper right corner.
  • Step 3: You can now filter by Calendar, Event Visibility, Member and Project.
  • Step 4: Select the desired Filter or Filters.
  • Step 5 (optional): To remove active filters click on the “x” icon next to the Filter icon.

How to Create a Calendar?

  • Step 1: Click on the Calendar tab.
  • Step 2: Click on the Calendar icon in the upper right corner of the Calendar tab.
  • Step 3: Click on the “+” icon from the drop down menu
  • Step 4: You can now enter Calendar Name, choose the desired color, select the participants, select whether to Include event duration to participant workload or not by clicking on the checkbox and Apply workload visibility to existing events from this calendar.
  • Step 5: After you are done, click on “Create” to create your new Calendar.

How to Create a Calendar Event?

  • Step 1: Click on the Calendar tab.
  • Step 2: Click on the big “+” icon in the upper right corner.
  • Step 3: You can now select the date (or the duration between dates) and should the event be repeated and at what frequency.
  • Step 4: You can then enter the Event name, Description, Attach any files and choose the subscribers.
  • Step 5: On the right side you can select the desired calendar where you wish to place the event from the drop-down menu, select the participants, Add to participants' workload and add any external meeting URL (Like a link for Zoom, Teams, etc)
  • Step 6: After you are done, click on the “Add Event” to create your event.
  • Step 6.1 Optional. You can delete an event by clicking on the “...” menu next to the name of the event and selecting “Delete” and confirming.
  • Step 6.2 Optional. You can edit the event by clicking on the “...” menu next to the name of the event and selecting “Edit”.

How to export a Calendar?

  • Step 1: Click on the Calendar tab.
  • Step 2: Click on the Calendar icon in the Calendar tab.
  • Step 3: Click on the “...” menu next to the desired Calendar.
  • Step 4: Click on Export events
  • Step 5: Choose if you wish to have a subscription link which you can paste into your external calendar or to download an ICS File. You can export to Google Calendar, OS X Calendar, Outlook, or any application that supports iCalendar feeds. You’ll see the calendar, it will update automatically, but you’ll still only be able to Add or Edit events from ActiveCollab.

How to Import my Outlook Calendar?

If you wish to import your Outlook Calendar into your ActiveCollab account, you'll need to do the following.

  • Step 1: Open your Outlook Calendar
  • Step 2: Click on "Settings" - "Calendar" - "Shared Calendar"
  • Step 3: Under "Publish Calendar" select the Calendar you wish to import and then select the desired permissions.
  • Step 4: Click on "Publish" and copy the ICS link
  • Step 5: Go to your ActiveCollab account
  • Step 6: Click on your Calendar tab
  • Step 7: Click on your Calendar icon in your Calendar tab.
  • Step 8: Click on the “Import Calendar” icon in the upper right corner
  • Step 9: Paste your ICS link in the field
  • Step 10: Click on Import and confirm your Calendar preferences by clicking "Create"

How to Import my iCloud Events?

If you wish to import your iCloud events into your ActiveCollab account, you'll need to do the following.

  • Step 1. Open your iCloud Calendar
  • Step 2. Click on the desired Calendar on your left side
  • Step 3. Make the Calendar public, copy the link and save the changes.
  • Step 4: Go to your ActiveCollab account
  • Step 5: Click on your Calendar tab
  • Step 6: Click on your Calendar icon in your Calendar tab.
  • Step 7: Click on the “Import Calendar” icon in the upper right corner
  • Step 8: Click on the "Add External Calendar" link and paste your link in the field
  • Step 9: Click on Import and confirm your Calendar preferences by clicking "Create"

How to Import my Google Calendar?

If you wish to import your Google Calendar into your ActiveCollab account, you'll need to do the following.

  • Step 1: Open your Google Calendar
  • Step 2: Click on "..." menu next to the desired calendar and select "Setting and Sharing"
  • Step 3: Scroll to the bottom of the page and copy the "Secret address for iCal format"
  • Step 4: Go to your ActiveCollab account
  • Step 5: Click on your Calendar tab
  • Step 6: Click on your Calendar icon in your Calendar tab.
  • Step 7: Click on the “Import Calendar” icon in the upper right corner
  • Step 8: Click on the "Add External Calendar" link and paste your link in the field
  • Step 9: Click on Import and confirm your Calendar preferences by clicking "Create"

How to Create a Recurring Calendar Event?

  • Step 1: Click on the Calendar tab.
  • Step 2: Click on the big “+” icon in the upper right corner.
  • Step 3: In the “Repeats” field you can select periods from the drop down menu. You can select Never, Daily, Weekly, Biweekly, Monthly, Yearly.
  • Step 4: You can now select the date (or the duration between dates)
  • Step 5: You can then enter the Event name, Description, Attach any files and choose the subscribers.
  • Step 6: On the right side you can select the desired calendar where you wish to place the event from the drop-down menu, select the participants, Add to participants' workload and add any external meeting URL (Like a link for Zoom, Teams, etc)
  • Step 7: After you are done, click on the “Add Event” to create your event.
  • Step 7.1 Optional. You can delete an event by clicking on the “...” menu next to the name of the event and selecting “Delete” and confirming.
  • Step 7.2 Optional. You can edit the event by clicking on the “...” menu next to the name of the event and selecting “Edit”.

What Can I See on the Daily Calendar View?

  • Step 1: Click on the Calendar tab.
  • Step 2: Click on the Daily view in the upper right corner
  • Step 3: This will take you to the desired Daily period.

In the daily calendar view you can see all the tasks that will occur on that day, all recurring tasks, events, recurring events and all the people who will not be available on that day.

How to Create a Whole Day Event?

  • Step 1: Click on the Calendar tab.
  • Step 2: Click on the big “+” icon in the upper right corner.
  • Step 3: You can now select the date, set should the event be repeated and at what frequency.
  • Step 4: You can click on the date in the upper left corner and you’ll see the option for “All day event” in a checkbox.
  • Step 5: Click on the checkbox to confirm that you wish to create an event that will last for that entire day.
  • Step 6: You can then enter the Event name, Description, Attach any files and choose the subscribers.
  • Step 7: On the right side you can select the desired calendar where you wish to place the event from the drop-down menu, select the participants, Add to participants' workload and add any external meeting URL (Like a link for Zoom, Teams, etc)
  • Step 8: After you are done, click on the “Add Event” to create your event.
  • Step 8.1 Optional. You can delete an event by clicking on the “...” menu next to the name of the event and selecting “Delete” and confirming.
  • Step 8.2 Optional. You can edit the event by clicking on the “...” menu next to the name of the event and selecting “Edit”.

How to manually Refresh an Imported Calendar?

  • Step 1: Click on the Calendar tab.
  • Step 2: Click on the Calendar Icon.
  • Step 3: Click on the "..." menu next to the desired calendar you wish to refresh.
  • Step 4: Click on "Refresh"
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