Andrej Sandorf
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README.md | 3 years ago | |
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README.md
sidebar_navigation | description | robots | keywords |
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[{title Calendar} {priority 840}] | Create a calendar in OpenProject. | index, follow | calendar |
Calendar
The calendar shows all of the project's work packages in calendar form.
Topic | Content |
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Calendar overview | How to use the calendar in OpenProject. |
Filters in calendar | How to filter in the calendar view. |
Zen mode | How to work distraction free in a calendar view. |
Project overarching calendar | How to display more than one project in the calendar. |
Calendar overview
To display a calendar in a project, the module calendar needs to be activated in the project settings.
When you open the calendar, all work packages within the current project are displayed on the calendar, displaying the title of the work package. The colors represent the different work package types.
The current month is automatically selected. You can change the date range between month or week and navigate through the views with the arrows on the left. The today button brings you back to the current date.
Hovering over one item displays more information to a work package, such as the type, status, start and finish date, assignee and priority, as well as the project to which the work package belongs.
Click on any item to open the work package details or to edit an item.
The numbers in the instruction below correspond to the numbers in the image above:
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Edit/change the name of your calendar or add additional calendars. Each calendar can be customized to display work packages from specific project(s). You can further fine-tune the information displayed using the filters.
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Change your calendar to be private to you or public to your organization: Select the [⋮] button -> Visibility settings
a. Check the Public box to make the calendar visible to your entire organization.
b. Check the Favored box to save the calendar to your favorites.
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Any calendar that has the Favored box checked in the "Visibility settings" will be displayed under the Favorite Views heading in the menu bar to the left.
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Any calendar that has the Public box checked in the "Visibility settings" will be displayed under the Public Views heading in the menu bar to the left.
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Any calendar that has the Public box unchecked in the Visibility settings will be considered Private, and hence displayed under the Private Views heading in the menu bar to the left.
Filters in calendar
You can filter the work packages in the calendar view by adding any number of filters, e.g. Author, Due Date, Priority, Assignee, etc.
Click the Filter button on the top right above the calendar to open the filter details.
To add another filter criteria, select the drop down next to + Add filter and choose a filter criteria.
The number of different filter criteria is displayed on the filter button.
You can also display the calendar on the dashboard in the project overview.
Zen mode
You can display the calendar in a full screen view to eliminate header and project menu and work distraction free.
Click the Activate zen mode button on the top of the calendar.
Click Escape (Esc) to leave the Zen mode.
Project overarching calendar
It is possible to display the work packages from more than one project in the calendar. To include, or exclude such work packages, use the Include projects dialog, where you can select/unselect the appropriate projects and sub-projects. To automatically include all subprojects for each project you chose to select, check the Include all sub-projects box at the bottom of the dialog.