Exploring Calendar Module in Trident (macOS)
Trident's integrated Calendar module enables you to track, plan, and manage your schedules and team events from one place.
Understanding Unified Calendar
Trident offers a variety of calendar types as follows, so you can have a unified calendaring experience.
My Calendars
Personal calendars help you manage your individual schedule. These calendars can be made public or shared with a specific group or person.
Group Calendars
Group calendars serve as a perfect way for your team to manage your team activities from a common calendar. Members of the group can manage events and view any updates in the group calendar.
App Calendars
App calendars sync information from other Zoho applications, so you can manage all your calendars from one place. For example, if you have enabled the Zoho Mail add-on in Zoho CRM, the events that you accept through emails that are related to the app will be automatically added to your Trident calendar.
Shared Calendars
System Calendar
Subscribed to Calendars
You can subscribe to any available holiday or regional calendar, or to other calendars by specifying the web URL, or request to subscribe to a user's or a group's calendar.
Viewing Calendar Events
You can customize the way you want to display your Calendar using the various set of views available in Trident.
Grid View
- Day: Displays a 24-hour grid with your planned events for the selected day.
- Week: Displays a 24-hour grid with your planned events for the selected week.
- Work: Displays a 24-hour grid with your planned events for the selected work week.
- Month: Displays all the days in a month with all of your planned events.
Agenda View
The Agenda View is a mini-calendar that lists all of the scheduled events for each day.
Time Zones
You can set a secondary time zone for your calendar grid display and choose from a variety of time zones while creating events. This allows you to seamlessly organize your work, even when your team members are spread across time zones.
Creating Different Types of Calendar Events
With all of your calendars in one place, you can create various types of events, such as all-day, private, and recurring events, to plan and organize your schedules effectively.
- All-Day Events: You can create all-day events to indicate that they are happening throughout the day.
- Private Events: When you create an event, it is public by default. This indicates that anyone who has access to the calendar (personal/group) can view the event and details. To restrict this option for non-attendees, you can create private events.
- Recurring Events: This refers to an event repeating after the set recurrence pattern. Using this option you can set the repeat window as daily, weekly, monthly, or yearly, as well as set a custom recurrence pattern. You can choose to never end the recurring event or limit its recurrence to "n" times or until a particular date.
Event Details
While creating a new Calendar event, you can fill out the following details so you can manage your time and appointments effectively.
- Calendar: Select the calendar where you'd like to create this event.
- Title: Provide a title for the event.
- Date and Time: Choose the event's date and time. If it spans an entire day, you can mark it as an "All Day" event.
- Recurrence: Set how often this event should repeat if it's a recurring one.
- Attendees: Add the participants who will join the event.
- Visibility: If you want to keep this event private and hide its details from others who have access to your calendar, mark it as a "Private Event."
- Conference: Opt to include a conference platform link (e.g., Zoho Meeting, Zoom) for the event.
- Location: Specify the event's venue or location.
- Reminder: Decide if you'd like to receive reminders for yourself and your attendees through email, notifications, or pop-ups.
- Description: Include additional details or a description for the event.
- Links: If there are any relevant web links or resources related to the event, you can add them here to support the discussion
Note: Calendar, Title, and Date and Time are mandatory fields.Searching in Calendar
Using calendar search, you can optimize your search experience to find specific events with details such as event title, attendee name, calendar name, and date range.
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