The Calendar View Widget allows you to present data in a calendar format on your dashboard, making it ideal for organizing and visualizing time-based information such as events, deadlines, and schedules.
Plan Availability | All plans |
Permissions | To use: General Access, To create: Solution Manager |
Related Reading |
Benefits of the Calendar View Widget
Visual Organization: Easily see and manage events and tasks.
Customizable Views: Switch between day, week, month, year, and list formats.
Interactive Features: Drag and drop events, open detailed records, and streamline workflows.
Overview & Uses
The Calendar View Widget is highly customizable, allowing you to select and display specific fields of data. The various view modes provide flexibility in how you organize and visualize information:
Popular Use Cases
Project Management: Track project milestones, deadlines, and deliverables.
Event Planning: Schedule and manage events, meetings, and appointments.
Task Management: Organize and prioritize tasks and to-dos.
Resource Allocation: Plan and allocate resources like team members or equipment.
Marketing Campaigns: Schedule and monitor marketing activities.
Personal Planning: Keep track of appointments, reminders, and important dates.
Interactive features such as drag-and-drop and clickable events make managing time-based data seamless and efficient.
Configuring the Calendar View Widget
Follow these steps to configure the Calendar View Widget:
Navigate to Your Dashboard:
For help on creating a dashboard view, refer to related articles.
Add the Widget:
Toggle the View/Edit Dashboard Modal.
Click on the Add Widget button.
Select Calendar View:
Locate and select the Calendar View from the Add New Widget Sidebar.
Configure Widget Settings:
Solution: Select the Solution containing the data.
Table: Choose the specific Table with the events or tasks.
Select Display Options:
Allow Edit: Enable editing for users with appropriate permissions.
Report Toolbar: Allow users to access date fields, sorting, and spotlight options.
Open Record Details: Let users view and edit individual records directly from the calendar.
Customize Toolbar Configuration:
Fields to Display: Select the date fields to display on the calendar
Filter: Organize and display data based on specific conditions.
Spotlight: Highlight records matching set criteria.
Choose Calendar View Mode:
Day View: Display events for a single day.
Week View: View events for an entire week.
Month View: Get a monthly overview.
Year View: Visualize events over the year.
List View: Show events in a list format.
Add the Widget:
Once customized, click Add Widget to finalize the configuration.
Updated Toolbar and Navigation Layout
The Calendar widget toolbar has been updated to create a more natural and consistent navigation experience. The Previous and Next arrows are now grouped together on the left side of the date display, and the current date label has also moved to the left.
This updated layout makes it easier to scan and navigate through time periods, especially when working quickly inside a dashboard. It also brings the Calendar widget more in line with the layout conventions used across other SmartSuite widgets.
What changed
The Prev and Next arrows now appear together on the left
The current date display is now left-aligned instead of centered
Navigation feels more consistent across widget sizes and layouts
Note:
If the toolbar is enabled, these updated controls appear within the toolbar area.
Record Listing Button
The Record Listing button has been repositioned to improve visibility and access. It now appears below the main toolbar, making it easier to find and use.
This button remains accessible even when the toolbar is turned off. In smaller widget sizes, the button also scales down automatically so it remains usable without taking up unnecessary space.
What to expect
The Record Listing button is displayed below the toolbar
It remains available even when Display Toolbar is turned off
It automatically adjusts in size as the widget is resized
This update helps ensure that record access remains consistent, regardless of how the Calendar widget is configured.
Scale Controls in Smaller Widgets
When the Calendar widget is displayed in a smaller width, such as a 2-column widget, the scale controls automatically adapt to fit the available space.
Instead of showing separate buttons for each calendar scale, SmartSuite replaces them with a single dropdown menu. This keeps the widget clean and uncluttered while still giving users access to all available calendar views.
In smaller widget widths
The standard scale buttons are replaced with a dropdown
The dropdown includes:
Hours
Day
Week
Month
This responsive behavior makes the Calendar widget easier to use on smaller dashboards and helps preserve space without removing functionality.
Editing an Existing Calendar Widget
To update a Calendar Widget:
Enter Edit Mode:
Toggle View/Edit to Edit.
Edit Widget Modal:
Hover over the widget
Click on the Edit button
Save Changes:
Click Save Changes to apply the updates.
Practical Use Cases and Scenarios
1. Project Management Dashboard
Scenario: Manage project milestones and deadlines.
Solution: Use the Calendar View Widget to visualize tasks and deadlines by month, ensuring your team stays on track.
2. Event Planning Dashboard
Scenario: Plan and track meetings, conferences, and events.
Solution: Display event schedules and allow easy updates with drag-and-drop functionality.
3. Marketing Campaign Dashboard
Scenario: Schedule and monitor marketing activities.
Solution: Use the Calendar View to organize campaigns, set reminders, and highlight critical dates.
The Calendar View Widget combines flexibility and ease of use, making it an essential tool for managing time-sensitive data effectively.