Regular and External Users on all Business and Enterprise accounts can create Calendars. Collaborators can view Calendars shared with them.
⏱ 4 min read
- Overview
- Important Information
- Navigate Calendars
- Classic vs. Smart Calendars
- Create a Calendar
- Layering Calendars
- Edit and Delete Calendars
- Change Calendar Color
- Choose the First Month of a Fiscal Year
- More Resources
Calendars help you keep track of what needs to be worked on and when, stay in sync with your team, and visualize your project’s schedule. There are 2 types of Calendars:
- Smart Calendars Set up and done. Automatically display tasks or Projects: 1) from a specific Folder/Project and 2) for task-based Calendars which meet the specified criteria (if you’ve applied filters).
- Classic Calendars Flexible and manually curated by you. Display tasks which you’ve individually selected, add tasks from any Project/Folder and with any properties.
- Overlay a maximum of 10 task-based smart Calendars and an unlimited number of classic or Project-based smart Calendars.
- Smart Calendars are designated with a funnel icon in the Calendar list.
- There’s no limit to how many Calendars you can create or to how many can be shared with you.
Basic Navigation
- A left-hand panel 1 shows available Calendars (either created by you or shared with you).
- Change the time frame 2: view a Calendar by week, month, quarter, or year.
- Switch to a different month/year: click the carrot icons on either side of "Today".
- Navigate back to the current month from any month: click Today button.
Customize the View
- Open a Project's info panel or the Task View: click a bar representing a task or Project.
- Display tasks or Projects by Calendar color or by status color: click the menu button in a Calendar's upper right-hand corner and select "By Calendar color" or "By status" 3.
- Display or Hide Weekends: Click the menu button in the Calendar's upper right-hand corner and select "Show weekends".
- Switch between calendar and fiscal year: whilst viewing a Calendar by year, click the menu button in a Calendar's upper right-hand corner and select "Fiscal" or "Calendar".
Use classic Calendars if:
- Tasks you need to monitor are spread across multiple Folders/Projects and the bulk of tasks are not in any particular Folder.
- You only want to display certain tasks (and filters don’t help to specify these tasks).
Use task-based smart Calendars if:
- Tasks you need to monitor are in the same Folders/Projects.
- You want to apply filters and display tasks based on those filters.
- Tasks should be automatically displayed based on the selected Folder/Project and applied filters (vs. manually added).
Use Project-based smart Calendars if:
- You want to monitor Projects tagged in certain Folders/Projects.
Regular and External Users can create Calendars.
- Select the Calendars tab (at the top of the Workspace). 1
- Next:
- If it’s your first Calendar: click “Create a Calendar”. 2
- If you already have Calendars: expand the left-hand Calendar panel and click "+ New Calendar".
- From the pop-up:
- Enter the Calendar’s title.3
- Choose a Calendar type: classic, smart based on tasks, or smart based on Projects.
- Choose how to display tasks/Projects. Task or Project bars can span the full duration or only the due date.
- For smart Calendars: select which Folder(s)/Project(s) to pull tasks/Projects from, choose whether or not to include tasks/Projects from Subfolders and Subprojects, and apply filters.
- Click “Save”. 4
Your Calendar is created!
Layering Calendars
View one Calendar at a time or display multiple Calendars at the same time. To select which Calendars you want to layer:
- Select the Calendars tab (at the top of the Workspace).
- Expand the left-hand Calendar panel.
- Display Calendar: check the box next to a Calendar’s title.
- Stop Displaying a Calendar: uncheck the box next to a Calendar's title.
Wrike Tip 🔥Display only a specific Calendar by hovering over its name, clicking the right-hand menu button, and selecting "Display this only".
Regular and External Users can edit and delete Calendars they created.
Edit a Calendar
- Select the Calendars tab (at the top of the Workspace).
- Open the Calendar you want to edit.
- Hover over a Calendar's title on the left-hand Calendar panel and click the menu button to the right.
- Select “Settings and Sharing”.
- In the pop-up that opens you can:
- Change the Calendar’s title.
- Change what the Calendar should display: full task durations or their due dates.
- For smart Calendars: change which Folder(s)/Project(s) to include tasks/Projects from, include or exclude tasks/Projects from Subfolders and Subprojects, and apply different filters.
- Click “Save”.
Your settings are applied.
Delete a Calendar
- Select the Calendars tab (at the top of the Workspace). 1
- Open the Calendar you want to delete. 2
- Hover over a Calendar's title on the left-hand Calendar panel and click the menu button on the right. 3
- Select “Delete”. 4
- Click “Yes” in the pop-up that appears to confirm your decision. 5
Your Calendar is deleted from your Workspace and from the Workspace of anyone who it was shared with.
To change the color of tasks or Projects on a Calendar:
- Hover over a Calendar's title in the left-hand panel.
- Click the menu button.
- Hover over "Change color".
- Select a color from the panel.
Tasks or Projects on the Calendar immediately change color ().
Admins on Business and Enterprise accounts can nominate a month the fiscal year should start with. Admins on Enterprise accounts may have this right disabled.
- Click your profile image in the Workspace's upper right-hand corner.
- Select "Account Management".
- Switch to the "Settings" tab.
- Click in the "First month of the fiscal year" field under "Fiscal Year Settings" and select a month from the dropdown list.
- Click "Save changes".
Comments
0 comments
Article is closed for comments.