What is the calendar board view?

The calendar board view allows you to visualize your pulses in a chart format of the day, week, or month.  Cool, right?  Well, let's take a look!

How to add the Calendar Board View?

Step 1

Click the Add View button at the top right of your board. 
Add_Board_View.png

Step 2
Choose the Calendar from the Views Center.Screen_Shot_2018-07-05_at_12.54.29_copy.png

Step 3
Success!  You've just created a calendar board view.Hotline_Testing_Calendar_Board_View.png

 

IMPORTANT!  Only the below column types are configured to work with this board view:

  • Date
    Date.png
  • Timeline
    Timeline.png
  • Week
    Week.png

 

How to use the Calendar Board View?

Use the calendar filter

When viewing the calendar board view, the current calendar day will be highlighted in blue.
To filter the board view by Date, Timeline, or Week columns, click the hamburger icon at the top left of the board name. Then simply check any columns you wish to display and uncheck those that you don't wish to display. Once you're done with your selections, click the hamburger icon once more to collapse the menu.


Calendar_View_Hamburger_Menu_Icon.png

To filter the board view based upon column values (i.e. only pulses assigned to you, only pulses due this week, etc.), make the desired selection using the board filter and then re-open the calendar. Learn more about the board filter here.Hotline_Testing_Board_Filter.png


To filter the calendar by day, week, or month, click the corresponding filter at the top right of the board view. 

How to exit and open the calendar?

To exit the calendar board view, click the X at the top right.
To reopen the calendar board view, click the calendar icon at the top right of your board.


Calendar_Board_View_Filter_or_Exit.png

To rename or delete the board view, click the arrow at the top right of the board name. 

Rename_or_Delete_Calendar.png

How to navigate in your calendar?

To view earlier or future dates on the board view, click the arrows at the top right to navigate back or forward on the calendar.

To expand the calendar, click and drag the grey bar at the bottom.


Resize_the_Calendar_by_Clicking_the_Grey_Bar.png

Find more helpful resources like this by clicking the ? at the bottom right of your account.  Further questions?  You can contact us 24/7 at [email protected].  

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