¶ Team Calendar
It's a convenient tool to set and see your company's schedules, duties, time periods, vacations, holidays and other time-related activities.
¶ First Steps
Calendar in doBoard operates with roles and locations. Please, create them on the page People.
This guide may help you with that: https://help.doboard.com/teams-and-roles
¶ Calendar Modes
Open the page Calendar in the Main Menu.
Select what mode you want to see at the top of the page: Tasks or Shifts.
¶ Tasks Mode Interface
In this mode you can see what ongoing tasks are planned on each day of the month or week. Use the interface elements to change the view as you like:
- Select time period: Month, Week or Today
- Select whose tasks to show with the drop-down menu People (by default it's everybody)
- Enable/disable showing completed tasks
- Select what month/week/day to show (click the arrows)
¶ Shifts Mode Interface
Similarly, this mode offers a few selectors to modify the view of the calendar:
- Select whose shifts to show with the drop-down menu People (by default it's everybody)
- Filter the participants by working hours: All, Active or Not active
- Select what department roles to show (uses Permanent Roles)
- Select what duty roles to show (uses Temporary Roles)
- Select what month to show (click the arrows)
- Enable/disable showing roles with no shifts
¶ How to create a shift in the calendar
1. Click on any cell even if it already has something or click on any participant in the list to the left
Reminder: You can create and edit only your own shifts unless you are a Project Admin.
2. A popup window will appear where you can select the necessary parameters of the shift
3. Click the button Save and see the results
4. If you want to edit an exisiting shift, click on it and then click on the pencil icon
Learn more about doBoard:
- Changing your location → https://help.doboard.com/changing-your-location
- Setting your Time Zone → https://help.doboard.com/setting-your-time-zone
- Automated Due Dates → https://help.doboard.com/automated-due-dates