We’re sure you have great boards that hold everything you’re working on. Your boards are neat, organized, and detailed, but you may still feel overwhelmed at times as you scan and review everything every day. Good news – now you don’t have to!
We’ve created a board view that will detail your board and display the items by date in an attractive calendar format – the Calendar View!
How does it work?
The calendar view and widget are a great tool to use during client meetings, to schedule appointments, and to view the dates from your items in calendar mode. You can filter the view by month, week, or day, depending on your preference! In one view, you can see all of your upcoming items without being pushed around by things that can wait a little longer.
In addition, you also have the option to view your boards within one or multiple boards (via a dashboard).
Add a calendar view to a board
To add the calendar view to your calendar, click the
located at the top of your board and select “Calendar” from the drop-down menu or “More Views” to access the Views Center. From here, search for and find the Calendar view and click on it to add it to your board!
You can also add a new board view by clicking “Board Views”. Click the three dots in the upper right corner of your screen. Select “Board Views” and select “Calendar” from the Views Center:
Adding a Calendar Widget to Your Dashboard
To add the Calendar widget to a dashboard or dashboard view, select “Calendar” from the widget options:
Settings and customization
Open your calendar settings by clicking the gear icon in the top right:
- Select a time column
If you have more than one time column in your calendar (Timeline, Date, or Week Column), you can choose which ones to display in the calendar view or widget! From here, you can change what you want to display on your calendar by selecting the corresponding columns you want to display on your calendar!
- Color your items as you wish.
Your calendar automatically labels events by the group of items that arrive. To customize this, you can use the drop-down menu to choose how you want them labeled! You can choose to label groups (using your group colors), a status bar (using your label colors), or people!
Customizing the time and date
You can view your calendar items by month, week, or day. In the image below, we see the ‘Month’ tab in the calendar to see the items that need to fail over the coming month!
Use the arrows to jump to the next month, week, or day (depending on which tab you’re viewing!). If you get lost, you can always click the ‘Today’ button to return to today’s date on the calendar!
View your item card
If you want to see and edit more details about one of the items on your calendar, all you have to do is click on it within the calendar to expand the item card! Change the information in any of the groups you have on your calendar, from its status or date, to the group the item belongs to, and more!
Additional settings
- Search within your chart
Use keywords to search for anything specific within your chart! Let’s say you just want to see a specific delivery location for a month. Type the detail into the search bar as shown below and only items that match the description will appear!
- Filtering your chart
Use the “Filter” button to filter your calendar by any column including groups, people, status, date, and more! Simply select any of the filters you want, and then you can even click “Save to this view” to see these results every time you open the calendar view!
- Share a view
Learn more about sharing your board views here.
