SmartSuite recognizes ANY date fields (including First Created and Last Updated system fields) within records to display on a dynamic and interactive calendar. Also, Calendar View supports adding other Calendar Views from a Table in the same Solution, allowing you to pull together a consolidated calendar of related activities and events.
The Report Toolbar Introduction outlines the primary controls for modifying views and provides links to dive deeper into each control's functionality. Calendar View has all of the Report Toolbar controls, except the Fields to Display option is replaced with a "By Date" control.
Why would I want to use Calendar View?
To visualize when work is due, key project milestones and quickly + easily adjust key dates using drag & drop on the calendar.
Project Managers use the Calendar View to improve the organization and efficiency of Project Management.
Select "Calendar" from the view dropdown to generate Calendar View, then adjust the date field as needed.
Working with Calendar View
Calendar View recognizes date field types within records, including Date, Due Date, and Date Range fields, along with First Created and Last Updated system date fields. Records are added to the calendar and color coded by date.
The Report Toolbar includes a "By: [Date]" dropdown listing all date fields. SmartSuite automatically selects a default date field and color - both of which can be changed in the same control.
Visualization is a key feature of Calendar View. Multiple date fields in a record can be viewed on the same calendar and easily identified by color.
For example, a hiring manager may want to view all Interview Dates and also keep track of Applicant Review Periods, their internal timeline for assessing final candidates and preparing job offers.
Adding Calendars from Other Tables
A powerful feature of Calendar View is the ability to add calendars from other Tables. Each calendar can be displayed in its own color, visually highlighting the different event "types" so they stand out.
To add additional calendars, just follow these steps:
Click on the By button in the toolbar
Expand the Add Other Calendars section
Click Add another Calendar
Click the dropdown to select a calendar (They will be displayed in groupings by Table)
Select your desired color
You can then either close the dialog, or click Add another Calendar again to select a third calendar
Note that each Calendar View supports a maximum of 4 additional Calendars in its display.
To remove an additional Calendar View from the current Calendar View, click the X icon displayed to its right. The Calendar will be removed, allowing you the option to select a different Calendar View for display.
Record Listing Panel
The Record Listing Panel in Calendar view provides a summary of interactive records displayed in the calendar. Hovering over a tile displays an option to Show in Calendar, and clicking a tile opens the record.
With the exception of the Fields to Display and Row / Card Size options, the full power of the Report Toolbar controls are available in Calendar View, including Sort, Filter, Group, Spotlight, and Find.
Note: These toolbar controls sort, filter, group, spotlight and find records in the Record Listing Panel.
Calendar Navigation
Quickly shift between Day, Week, Month, Year, and List views.
List view shifts from a calendar to an agenda format, displaying records for a week.
Weekends are collapsed by default in Calendar view. Clicking Sun or Sat column headers will expand the weekend days.
Calendar view is interactive, allowing Members to quickly drill into specific dates.
When in Year view → clicking on any day in a Month opens Month view
When in Month view → clicking on any day in a Week opens Week view
When in Week view → clicking on any day in the column header opens Day view
Changing Dates
Easily change dates in a record:
Using drag & drop by grabbing any record on the calendar and dragging to a new date or time slot
Using drag & drop with the Record Listing panel by grabbing cards and placing them anywhere on the calendar
Using drag & drop in a Date Range field to adjust the start and end dates by grabbing the left or right side of the calendar item
Clicking into records on the calendar to modify dates, or click Expand to open the record
Creating New Records
Clicking any open spot on the calendar opens the New Record window, defaulting to the date selected. When in Day view, clicking a time slot applies a Time value to the record.
For Calendar saved views with multiple dates selected in the Report Toolbar, you'll be prompted to pick the date field that should be auto populated in the new record.
Displaying records across multiple tables
When you click on the "date" button in our view toolbar, you can select which date field or fields to use in the calendar.
These date fields are limited to the data fields in the Table you are viewing.
However, below this selection, you can select calendars from any other Table in SmartSuite to also display in the calendar you are viewing.
Examples of Use
Event Flow Schedule
Marketing Plans
Client Engagements
Business Strategy
Media Plans
Turn off Weekend Display
You now have the ability to turn the display of weekends on and off in Calendar View.
Simply check the "Display Weekends" box from the reporting toolbar.
