Calendar View

The Calendar View in Consultia provides a comprehensive visual overview of all important dates, events, and deadlines across your consulting business. It helps you stay organized and never miss critical dates.

Overview

The calendar view displays all time-sensitive events in an intuitive monthly calendar format, with color-coded event types and interactive features for easy navigation and management.

Screenshot: Main calendar view showing all events and color coding

Event Types

Color-Coded Events

The calendar uses different colors to distinguish between various event types:

Screenshot: Event type legend showing color coding

Event Categories:

• 🔵 Proposals: Proposal deadlines and submissions
• 🟢 Purchase Orders: PO creation and approval dates
• 🟡 Invoices: Invoice due dates and payment deadlines
• 🔴 Payments: Payment due dates and overdue payments
• 🟣 Meetings: Client meetings and appointments
• ⚫ Projects: Project milestones and deadlines

Event Details

Proposal Events:

• Submission Deadlines: When proposals are due
• Client Reviews: When clients are reviewing proposals
• Follow-up Dates: When to follow up on proposals
• Approval Deadlines: When decisions are expected

Purchase Order Events:

• PO Creation: When purchase orders are created
• Approval Dates: When POs need approval
• Delivery Dates: When deliverables are due
• Completion Dates: When projects are completed

Invoice Events:

• Invoice Creation: When invoices are generated
• Due Dates: When payments are due
• Reminder Dates: When to send payment reminders
• Overdue Alerts: When payments are past due

Payment Events:

• Payment Due: When payments are expected
• Payment Received: When payments are confirmed
• Partial Payments: When partial payments are made
• Late Payments: When payments are overdue

Calendar Navigation

Month Navigation

Navigate between months using the calendar controls:

Screenshot: Month navigation controls

Navigation Features:

• Previous Month: Click left arrow to go to previous month
• Next Month: Click right arrow to go to next month
• Current Month: Click today button to return to current month
• Month Picker: Use dropdown to jump to specific month
• Year Picker: Use dropdown to jump to specific year

Week and Day Views

Switch between different calendar views:

Screenshot: Calendar view options (month, week, day)

View Options:

• Month View: Full month overview (default)
• Week View: Detailed week view
• Day View: Detailed day view
• List View: Chronological list of events

Event Management

Viewing Event Details

Click on any event to view detailed information:

Screenshot: Event detail popup with complete information

Event Information:

• Event Title: Name or description of the event
• Event Type: Category and color coding
• Date and Time: When the event occurs
• Related Entity: Customer, project, or invoice
• Status: Current status of the event
• Notes: Additional information or notes

Event Actions

Perform actions directly from the calendar:

Screenshot: Event action menu with available options

Available Actions:

• View Details: Open detailed view of related entity
• Edit Event: Modify event details
• Mark Complete: Mark event as completed
• Add Reminder: Set up reminder for the event
• Create Follow-up: Schedule follow-up action
• Delete Event: Remove event from calendar

Calendar Settings

Display Options

Customize how the calendar displays events:

Screenshot: Calendar display settings

Display Settings:

• Event Types: Choose which event types to display
• Color Scheme: Customize event colors
• Show Weekends: Toggle weekend display
• Show Business Hours: Highlight business hours
• Event Density: Control how many events to show
• Default View: Set preferred calendar view

Filter Options

Filter events by various criteria:

Screenshot: Calendar filter options

Filter Criteria:

• Event Type: Filter by specific event types
• Customer: Show events for specific customers
• Date Range: Filter by date range
• Status: Filter by event status
• Priority: Filter by event priority
• Assigned To: Filter by assigned user

Integration Features

External Calendar Integration

Sync with external calendar applications:

Screenshot: External calendar integration settings

Integration Options:

• Google Calendar: Sync with Google Calendar
• Outlook: Sync with Microsoft Outlook
• Apple Calendar: Sync with Apple Calendar
• iCal Export: Export calendar as iCal file
• WebCal: Subscribe to calendar feed

Notification Settings

Configure calendar notifications:

Screenshot: Calendar notification settings

Notification Types:

• Email Reminders: Receive email notifications
• In-App Alerts: Get in-app notifications
• SMS Alerts: Receive SMS notifications
• Push Notifications: Get push notifications
• Desktop Alerts: Desktop notification alerts

Best Practices

Calendar Management

Event Organization:

• Consistent Naming: Use consistent event naming conventions
• Color Coding: Use color coding to quickly identify event types
• Regular Review: Review calendar regularly for accuracy
• Update Status: Keep event status current
• Add Notes: Include relevant notes with events

Time Management:

• Set Reminders: Use reminders for important events
• Buffer Time: Add buffer time between events
• Priority Events: Highlight high-priority events
• Follow-up Scheduling: Schedule follow-up actions
• Deadline Tracking: Track all deadlines carefully

Team Collaboration

Shared Calendar:

• Team Visibility: Share calendar with team members
• Event Assignment: Assign events to team members
• Collaboration: Allow team to add and edit events
• Notifications: Set up team notifications
• Reporting: Generate calendar activity reports

Troubleshooting

Common Issues

Events Not Displaying:

• Check filter settings
• Verify event dates are correct
• Ensure event types are enabled
• Check user permissions
• Refresh calendar view

Sync Problems:

• Verify integration settings
• Check internet connection
• Review sync permissions
• Clear cache and refresh
• Contact support if issues persist

Performance Issues:

• Reduce number of displayed events
• Use filters to limit events
• Clear browser cache
• Check system resources
• Update browser if needed

Next Steps

1. Event Types: Learn about Event Type Configuration
2. Notifications: Set up Calendar Notifications
3. Integration: Configure External Calendar Sync
4. Reporting: Generate Calendar Reports

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Last updated: January 15, 2025 at 14:50 UTC

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