Interactive and Actionable Calendar View

New features introduced in the release are focused on making the Calendar view actionable and configurable for users and managers to be able to update and view data in the best possible way.

Note: The new calendar features are not enabled by default. A System administrator can enable the new features in Clarizen Labs.

SELECTING A DAY WITH A MOUSE CLICK

Calendar's color-coding indicates the current and the selected day. The current day is highlighted in yellow. You can click and select a different day which will be highlighted in blue. When you schedule a new task, it is scheduled for the selected day by default.

TEXT WRAPPING

To display full names for tasks, you can enable text wrapping in the Calendar settings. Text wrapping is not supported for the Monthly calendar view.

ADDING A NEW TASK

You can add a new task directly in the Calendar. When using the Team View, select the person's name, if you wish the person to be automatically assigned as a resource. You can also assign a person as a resource manually when creating a task.

QUICK PEEK VIEW

The Quick Peek icon appears when you hover over a task. Click the icon to open the Summary Card.

CONFIGURABLE FIELDS IN THE PROPERTIES AND THE SUMMARY CARD

A System administrator can configure what fields appear in the Summary and Property Cards in Settings > Profiles> Item Types > Tasks.

ENABLING THE NEW CALENDAR FEATURES

To enable the new features:

  1. As a System Administrator, navigate to Settings > System Settings > Clarizen Labs.
  2. Enable the following properties:
    • ​Calendar view enhancements
    • Summary card customization.

 

 

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