We bet that you have some great boards that include everything you're working on. They're thorough, organized, and detailed, but you may still find yourself getting a little overwhelmed scanning and reviewing everything each day.  Great news - now you don't have to!

 

We've created a board view that will break down your board and display your items by date in a visually appealing calendar - the Calendar View! 🗓 

 

 

How it works 

The Calendar View and Widget is a great tool to use for meetings with clients, scheduling appointments, and displaying the dates from your items in calendar mode. You can filter the view based on month, week, and day, according to your preference! In one view, you can see all of the items you have coming up without getting bogged down by the things that can wait a little longer. 

 

Additionally, you also have the possibility to view your calendars within one board or multiple boards (via a Dashboard). 🎉

 

 

Add the Calendar View to a board

To add the Calendar View to your board, click on the located at the top of your board and select "Calendar" from the dropdown menu or "More Views" to access the Views Center. From here, search and locate the Calendar View and click on it to add it to your board!

 

 

You can also add a new board view by clicking on "Board Power-Ups". Click on the three dots in the upper right corner of your screen. Select "Board Views" and choose "Calendar" from the Views Center:

 

 

 

Add the Calendar Widget to your Dashboard

To add the Calendar Widget to a Dashboard or Dashboard View, select "Calendar" from the widget options:

 

 

 

Settings and Customization

Open up your Calendar settings by clicking on the cogwheel icon at the top right corner:

• Choose time column

If you have more than one time column on your board (Timeline, Date, or Week Column), then you can choose which ones will be displayed in your Calendar View or Widget! From here, you can change what you want to display in your calendar by selecting which of the compatible columns you want to showcase in your calendar! 

 

 

 

• Color your items however you want

Your calendar automatically color codes the events according to the group that the items come from. To adjust this, you can use the drop-down menu to choose how you want them to be colored! You can choose to color by groups (using the colors of your groups), Status Column (using the colors of your labels), or People! 

 

 

Time and date customization

You can view the items in your Calendar View by month, week, or day. In the screenshot below, we're viewing the 'Month' tab in the calendar in order to see the items that need to be completed throughout the month ahead!

 

Use the arrows to jump to the next or previous month, week, or day (depending on which tab you're viewing!). If you get lost, you can always click the 'Today' button to bring you back to today's date on the calendar!

 

 

View your item card

If you want to see and edit additional details about one of the items in your calendar, all you have to do is click on it within the calendar to expand the item card! Change the information in any of the groups you have in your board, from its status or date, to the group that the item belongs to, and more!

 

 

Additional settings

• Search within your chart

Use key words to search for anything specific within your chart! Let's say you just want to see a specific delivery location for the month. Enter the detail in the search bar as seen below and only items matching the description will appear!

 

• Filter your chart

Use the "Filter" button to filter your board by any column including Group, Person, Status, Date, and more! Just select any of the filters you want, and then you can even click "Save to this view" to see these results every time you open your Calendar View!

 

• Share view

Learn more about sharing your board views here. 

 

 

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.