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Calendar

From Group-Office Groupware and CRM Documentation
Revision as of 10:12, 30 December 2009 by Admin (Talk | contribs) (General settings)

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Collaborative calendering is very easy with Group-Office. You have a very intuitive web interface with different views and you can invite participants.

Configuring the calendar

The calendar should work well for most people out of the box but there are a couple of things you can configure.

General settings

At Settings -> Calendar you can setup:

  1. The default calendar
    In case you have multiple calendars this calendar will be used to schedule events in when people use the "add appointment directly to calendars" option when inviting participants (see below). It will also open first when you launch the calendar.
  2. Default reminder
    If you set a default reminder here every event you schedule will have a reminder
  3. Default background color
    Select a different default background color for your events.

Settings per calendar

At Calendar -> Administration -> Doubleclick calendar you can setup:

  1. Show birthdays from the addressbook
    All contacts with a birthday set in the addressbook will show up in the calendar and summary page
  2. Show tasks from tasklists
    You can select the tasklists you want to see in the calendar view too.

Sharing calendars

By default, all calendars are writable for the user group "Internal". All users are in that group by default as well. So, by default, all users can write to eachothers calendars.

If you want to edit the calendar permissions to share a calendar you must go to:

Calendar -> Settings -> Double click calendar -> Write / Read permissions

Here you can add the users and user groups you want to grant access. Read more about managing permissions here.

Views

With views you can view multiple calendars in one page. By default there is a view created that contains the first 15 calendars created in Group-Office. You can add and remove views at:

Calendar -> Settings -> Views

You can also edit them here to add and remove calendars from views.

Schedule an appointment

To schedule an appointment go to:

Start menu -> Calendar

At the left you see a list of all calendars you have access to. Select the calendar you want to schedule the appointment in. Browse to the right date and click and drag the appointment into the grid. The edit appointment dialog pops up where you can enter the details. Only the subject field is mandatory.

Inviting participants

You can also invite participants to the appointment. Click at the "Participants" tab to add participants. You can add users or contacts. When you add a system user Group-Office can determine if the schedule of this user is free. You can click at the "Check availability" screen to find a free time.

There are also two tick boxes:

Send invitation

If you tick this box Group-Office will send an e-mail to all the participants like this:

Invitation.png

When they accept it users can add the appointment to their calendar. External contacts can import the appointment using the calendar attachment.


Add appointment directly to the calendars

If you tick this box the appointment will be saved directly to the all the user calendars if you have write permission to their calendars.


Participants.png

In the participants panel you can easily check the availability. If it's an external contact the availablity can't be checked and a question mark is shown.

Resources

todo...