Setting up calendar category groupings

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Calendar categories enable you to color code calendar entries in the Manage Staff screen.

Note: Calendar categories appear only in Day or Timeline view. Use the Infotip to see calendar categories in the other views (Work Week, Week, or Month). Hold your mouse pointer over an item in the calendar to see the Infotip.

To create calendar categories, follow these steps.

  1. Choose Setup > Groupings > Calendar Categories.
  2. Click the Add button.
  3. In the Description field, enter a name for the calendar category (for example, Out of Office).
  4. In the Color field, click the Down arrow Down arrow button button and select a color from the drop-down list.
  5. Click Enter to save the calendar category.

To apply a calendar category, right-click the calendar entry and choose the category from the context menu.

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