How do I filter what shows on my calendar?

Control what types of events appear on your calendar view.

  • Under the Calendar tab, within the menu on the lefthand side, navigate to the Calendars section.

    v2 calendar menu gif

  • Select which types of tasks you want to appear by checking or unchecking the corresponding box. You can learn about Task Types here.

    v2 calendar menu tasks

  • Choose the types of Contacts you want to see on the calendar. Depending on whether or not you have the Contact Scheduling feature enabled, you can filter the Contacts based on their assigned Workflow.

    v2 calendar menu contacts

  • If you have the Work Orders feature enabled, you can see when they are scheduled using this section. You can filter the Work Orders by the Workflows to which they are assigned. Material Orders are also visible on the calendar. 

    v2 calendar menu WOs and MOs