Calendar | Online Help | Zoho Projects

Calendar


Track all your project activities using the Calendar module. Calendar is a simple and secure way to organize meetings, events, and manage tasks and issues. Calendar helps the team to stay on top of the schedule. It also helps the team to easily identify dates in which they are engaged so that they can plan and complete work on time.


Benefits

  1. View milestones, tasks, issues, meetings, time-offs, and events
  2. Color code modules to identify them easily on the calendar
  3. Add milestones, tasks, time-offs (requires Zoho People integration), events, milestones, and issues
  4. Schedule or start meetings
  5. Share calendar with other members of the team
  6. Stay up-to-date on appointments through timely reminders
  7. Export calendar to PDF
  8. Drag and drop on the Week or Day view to schedule events and add other activities. 

Add Activities in Calendar

Manage your project deadlines and key deliverables with your calendar modules. You can create milestones, tasks, time-offs (requires Zoho People integration), events, milestones, and issues within the calendar. You can also view all the project activities scheduled for particular dates in your calendar.

Drag and Drop on Week or Day view

Users can drag and drop on the week and day view to schedule tasks or other activities. Click on a cell to mark the start and drag until you reach the end date or time. This will open the Schedule Event form. Users can navigate from this form to add other activities.

Create a New Event

Schedule an event within your calendar. To do this follow the steps given below.
  1. Click Calendar on the left navigation panel.
  2. Click on a date or click Add Activity in the upper-right corner.
  3. Hover over more options icon () for more options
  4. Click the Event tile.
  5. Select a Project from the drop-down.
  6. Enter Event Title.
  7. Enter the Starts at and Ends at date and time.
  8. Select Attendees from the list of users in your project.
  9. Add a reminder from the Remind all drop-down and enter a Location.
  10. Enter your comments if any.
  11. Use Repeat option for a recurring event
  12. Click Save to schedule the event in your project.

Create a Task  

  1. Click Calendar on the left navigation panel.
  2. Click on a date or click Add Activity in the upper-right corner.
  3. Hover over more options icon ().
  4. Click the Task tile.
  5. Select a Project from the drop-down.
  6. Enter Task Name.
  7. Enter other details.
  8. Click Add. Click Add More if you want to add more tasks.

Add a Milestone  

  1. Click Calendar on the left navigation panel.
  2. Click on a date or click Add Activity in the upper-right corner.
  3. Hover over more options icon ().
  4. Click the Milestone tile.
  5. Select a Project from the drop-down.
  6. Enter Milestone name.
  7. Enter other details.
  8. Click Add.

Add an Issue

  1. Click Calendar on the left navigation panel.
  2. Click on a date or click Add Activity in the upper-right corner.
  3. Hover over more options icon ().
  4. Click the Issue tile.
  5. Select a Project from the drop-down.
  6. Enter Issue Title.
  7. Enter other details.
  8. Click Add. Click Add More to add more issues.

Schedule a Meeting  

  1. Click Calendar on the left navigation panel.
  2. Click on a date or click Add Activity in the upper-right corner.
  3. Hover over more options icon ().
  4. Click the Meeting tile.
  5. Select a Project from the drop-down.
  6. Enter the Title.
  7. Type in the Agenda.
  8. Select Participants.
  9. Set the date in the Schedule it on field.
  10. Set the start time and duration.
  11. Click Save.

Apply For Leave

Applying for leave from Zoho Projects requires Zoho People integration.
  1. Click Calendar on the left navigation panel.
  2. Click on a date or click Add Activity in the upper-right corner.
  3. Hover over more options icon ().
  4. Click the Time-Off tile.
  5. Enter the details.
  6. Click Save.

Date Picker

Date picker in Zoho Projects calendar allows users to navigate through years and months on the calendar.
 
  1. Click Calendar on the left navigation panel.
  2. Click to access the date picker.
  3. Select the month to view the calendar for that month.
  4. Click on the year to navigate through different years.
  5. Click on the year range to select decades.

Day and Week View

The calendar module lets you view milestones, tasks, issues, events, and meetings by week or by day.
  1. Click Calendar on the left navigation panel.
  2. Select the from Week or Day view.
  3. Drag and drop items to change their schedule.
  4. Work items with time (tasks, events, and meetings) will be shown against the 24-hour time frame.
  5. Milestones and issues will be shown at the top.

Customize Colors

Customize colors for different modules, projects, and assignees on the calendar:
  1. Click Calendar on the left navigation panel.
  2. Click  in the top-left of the Calendar to display colors by module (default).
  1. For Color by Module:
      1. Click the module color and choose from preset or standard colors.
      2. Click More Colors to create custom colors, which will be displayed in the Other Used Colors section for later use.
      3. Toggle Customize Task Colour for synchronized task color changes between Gantt chart and Calendar.
    1. For Color by Projects:
      1. Select Color by Projects from the drop-down.
      2. Choose colors for each project.
      3. Click More Colors to create custom colors.
    1. For Color by Assignee:
    1. Select Color by Assignee from the drop-down.
    2. Choose colors for each assignee.
    3. Click More Colors to create custom colors.

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