In this ProTip we are going to show you how you can use Teamwork’s calendar to prepare for upcoming time off… maybe a vacation… or maybe you just want to see how much work you have on an upcoming day.
In order for Teamwork Calendar to work properly… you will need to ensure that your tasks are all assigned to you and given a proper due date.
Within Teamwork, you can view your events and tasks via the site-level Calendar area.
In the top right of the Calendar, you can switch the calendar view between month, week, and day. The current date will be highlighted in yellow in each view.
You can use the controls in the top left to switch to a different month/week/year, go to the next or previous month, or jump to the current month.
You can also click the link for the week number or the day of the month to jump straight to the week or day view.
Ministry Events
Events are shown on the day they are scheduled, or spanning multiple days based on their duration:
- All events will be displayed using a colored bar to match the associated event type.
If you are interested in viewing our Ministry Calendar, try using this filter.
Personal Tasks
Within the Filter options of your calendar, be sure to clear all filters first, then select yourself as the user. When looking at the calendar, The total number of tasks will be shown on the calendar. Hovering over the task count will show you the corresponding list of tasks. If you click on the total number of tasks within the date on the calendar, you have the ability to change due-dates or assignees from directly in the calendar. This is a great way of looking ahead, looking at busy days you may have on your calendar or preparing for a vacation. Let your project manager know if you have any questions.
There are a few variances to the way the tasks will show:
- Tasks with no start or due date will not show on the calendar.
- Tasks with a due date but no start date will show only on the day that they are due.
- Task with a start date but no due date will show on each day until the task is completed.
- Tasks with a start and due date will show on each day until they reach the due date in week view.
- In month view, tasks will only show on their due date (if there is one set).
Filtering
Clicking the filters button in the top right of the Calendar area will open the filters pane on the right-hand side.
By default, the calendar will be filtered to the current user’s events and the tasks shown will default to display based on due date.
Using the filters, you can refine the calendar to show events with specific criteria:
- Event name
- Event types
- User – created or is attending the event.
- Projects – events private to certain projects’ members.
- Show/hide tasks and milestones
Note: Only users on paid subscriptions can save filters in the Calendar and other areas of Teamwork.
Other options
If you click the options (three dots) button in the top right of the calendar section you will find:
- iCal Feeds
- use this option to generate a feed for your calendar you can add to any calendar system that supports adding a calendar by URL.
- Print – select from:
- Agenda: list events in agenda format, select from the time frame you wish to view, and whether to include task tags.
- Calendar (beta): generates a printable calendar view of your events.
- Edit event types – to manage the event types (this option is only available to administrators in the owner company).