Overview

The calendar view is where your events, tasks, notes, and other data is shown. It consists of a number of view types, each on a tab that can be dragged to an edge of the view to customize the layout or show multiple views simultaneously. These view types each have a unique intent, allowing you to select the view type most appropriate to the way you'd prefer to visualize your data.

• Day View - This view shows an day, divided into timeslots from top to bottom. Multiple days can be displayed side-by-side, so this view can be used as an entire week view, if you prefer this layout to the layout provided by the Week view. Up to 14 days can be viewed within the Day view.
• Week View - This view shows a week. It allows switching between two layout styles - a 3x2 grid similar to the Week view in older versions of Microsoft Outlook and a side-by-side day column layout.
• Month View - This view can be used to show an entire month, or between 1 and 16 weeks. Each week is a row, divided into days. The first day of the week is controlled via a Calendar Option.
• Year View - This view shows an entire year. Dates with events are color-coded to match the first visible event occurring on the date. Hovering the mouse over a date will show a summary of that date's activities.
• Timeline View - This view shows a horizontal representation of your schedule. Timeslots are arranged from left to right, and can be scaled to be between 15 minutes and 4 weeks.
• Events List - This view shows a listing of events. The list provides many capabilities, such as row filtering, grouping, sorting, and more. This is also where event search results will be shown.
• Tasks List - This view shows a listing of tasks, similar to the Events List.
• Notes List - This view shows a listing of notes, similar to the Events List.
• Contacts List - This view shows a listing of contacts. The list can show all contacts or only contacts whose name begins with a specified letter. The list can also be searched, sorted, filtered, exported, and more.

Selecting and Arranging Views

Each view type can be selected and displayed by clicking its tab, or by selecting the view from the Go menu. For example, in the following screenshot, the Month view is active. To make a different view active, such as the Day view, its tab name would need to be clicked. To see a brief video demonstrating how the tabs of the calendar view can be selected or arranged to customize the window layout, click here.

By default, each view will occupy the entire Calendar View area. Several alternative window layouts are provided where views are shown simultaneously, such as having all the List views (Events, Tasks, Notes, Contacts) at the bottom of the window and the Day view along the right edge. These window layouts can be loaded from the "Window Layout Presents" command on the Window menu. You can also define your own custom window layouts by dragging the view tabs to a desired area and edge. Any number of areas within the Calendar View can be defined, and only or more tabs dragged into it. A couple example layouts are shown below, to demonstrate the flexibility of the Calendar View.

In this example, the Day tab was dragged to the right edge, and the List tab to the bottom edge.

In this example, the Week view was dragged into the Day view area on the right edge, and the Timeline View dragged to the List view area on the bottom edge. Display of an analog clock was also enabled using the View menu.

In addition to dragging the tabs, they can also be right-clicked, and an option selected from the popup menu to control the positioning of the selected view.

Calendar views can also be maximized or restored, if there are multiple views displayed at the same time. This allows you to quickly toggle a full-size mode of a certain view, without needing to redo the window layout or lose your customizations.

Date Navigation

Left/right navigation arrows and the currently displayed date range will be shown the top of the Day, Week, Month, Year, and Timeline views. You can navigate to previous or next dates by clicking the left or right arrow buttons, or clicking the drop-down arrow to the left of the date label and selecting an entry.

Creating New Events

In most views, new events can be created in several ways:

• You can create a new event by double clicking an empty space in the desired date or time slot. A normal, non-recurring, event will be created.
• If a note or task calendar is active in the Calendar List, double-clicking an empty space in the Calendar View will create a new note or task, respectively.
• You can use the "New Event" command from the Main Toolbar or the File Menu, or use the Ctrl+N keyboard shortcut.
  
• You can create new events by right-clicking and selecting the "New Event", "New Recurring Event", or "New All Day", or "New Meeting Request" commands from the context menu. The Event Editor will be displayed for the new event.
• Other data types, such as tasks and notes, can also be created from the toolbar or menu commands.
  

Rescheduling and Editing Existing Items

In each view, existing events can be modified in several ways:

• You can open an item by double-clicking it.
  • If double-clicking an event, it will open in the Event Editor. If a recurring event is selected, you will be prompted to select whether you want to open the selected occurrence or the entire series. You can skip this question and open just the occurrence by holding the Alt key while double-clicking the event.
  • If double-clicking a task, it will open in the Task Editor.
  • If double-clicking a note, it will open in the Note Editor.
  • If double-clicking a contact, the contact will open in the Contact Editor.
  • If double-clicking a distribution list, it will open in the Distribution List Editor.
    
• You can also open an item by single-clicking it and then pressing the Ctrl+O keyboard shortcut, or right-clicking it and selecting the Open command.
• Events, tasks, and notes can be moved to different dates or timeslots by dragging. Click the item and hold the mouse button down. Then, move the mouse to drag the item to the desired date and/or time slot. Release the mouse button to complete moving the item.
  
• The duration of an event or task can be changed by resizing its box. The box corresponds to the starting and ending date and time of the event or task. Depending on the active view, these dates or times can be modified by resizing the event or task box. All-day events can have their left and right edges resized to adjust their starting and ending dates. Non all-day events and tasks that have a start time can have their top and bottom edges resized to adjust their starting and ending times.

Event Appearance

Event Colors

Events will be colored in 4 different ways, depending on the "Color Events Using" selection on the View menu. For example, if events are colored based on the current tab in the Calendar Items area, and the Calendar Items tab is set to Calendars, then events will be drawn based on the appearance settings of their associated calendar, as specified on the Appearance Toolbar or Calendar Properties. Events can also be colored based on associated category, priority, or location. All calendar views will color events the same, for consistency.

Event Blocks

Depending on the current view type, window size, and event font size, the information displayed in event blocks will vary slightly. For example, on the Month View, the event starting time, ending time, and location might be shown, depending on the level of detail selected from the Month View Settings sub-menu of the Go menu. The event text might also word-wrap, if it won't fit on one line. If you cursor over an event, a tooltip will be displayed showing additional information.

On the Day and Week Views, the event starting time is not displayed in the event block because the event block is located within its associated time slot.

Regardless of the view type, icons will be displayed in the event blocks to indicate any of the following conditions:

• An event with an associated reminder will display with an alarm bell icon. The reminder could be a popup reminder, desktop alert, email reminder, text message reminder, or any combination of those. When the reminder has been processed or dismissed, the icon will be removed.
  
• A recurring event will display with a recurrence icon.
  
• A variation of a recurring event will display with a recurrence icon that is crossed out. For example, if a recurring event normally starts at 10:30 AM, and you need to modify an instance of the event to occur at 9:00 AM, the variation icon will display to indicate the event is normally recurring but has been changed.
  

Task Appearance

Tasks do not provide the same appearance settings as events. Instead, they will be colored based on status. By default, overdue tasks will display with a red border and bold red text. Incomplete tasks that are not overdue will have a simple black border and plain black text. Completed tasks will have a gray border and crossed-out gray text. The task colors can be modified via the Task Calendar Properties window.

• An example of an overdue task:
  
• An example of a normal task, not overdue and not yet completed:
  
• An example of a completed task:
  

Note Appearance

Notes can be pinned to dates and appear within the various calendar views. Note appearances will default to the associated note calendar appearance, which can be specified in the Note Calendar Properties window. Appearances of individual notes can also be customized on the Appearance tab of the Note Editor. Notes that aren't pinned to dates will only appear in the Notes view. To see the full text of a note, hover the cursor over the note or double-click it.

Context Menu Commands - No Selection

Right-clicking an empty area within the calendar view, where there is no event, task, or note, will result in the following context menu appearing. Note, some options may vary slightly depending on the active view type.

New Event

• This command will display the Event Editor, where a new event can be defined.
• The event will default to being at a certain time of day and non-recurring. These settings can be modified from within the Event Editor.

New Recurring Event

• This command will display the Event Editor, where a new recurring event can be defined.
• The event will default to being at a certain time of day and recur weekly on the selected day. These settings can be modified from within the Event Editor.

New All Day Event

• This command will display the Event Editor, where a new all-day event can be defined.
• The event will default to being all day and non-recurring. These settings can be modified from within the Event Editor.

New Appointment For Contact

• This command provides an easy way of creating a new event that is associated with a contact. This could be a service call, office appointment, business lunch, birthday, etc.
• Selecting this command will display a Select Contacts window where one or more contacts can be selected for linking to a new event.
• After selecting contacts, a new appointment will be displayed in the Event Editor and automatically linked the contact that was selected. The event title will also default to the contact's name, but can be modified without breaking the link.

New Meeting Request

• This command will display the Event Editor, where a new meeting request can be defined.
• Meeting attendees can be added on the Attendees tab of the Event Editor.
• The meeting request will be sent to the specified attendees via email.

New Task

• This command will display the Task Editor, where a new task can be defined.
• The task will default to being on the day that is active or was clicked.

New Note

• The command will display the Note Editor, where a new note can be written.
• The note will default to being pinned to the day that is active or was clicked.

Cut

• This will cut the event, note, or task that is currently selected. The item will be removed from the calendar and placed on the clipboard.
• This menu option is enabled only when one or more events, notes, or tasks are selected.
• To select multiple items, hold the Ctrl key while clicking.
• The keyboard shortcut for cutting is Ctrl+X.

Copy

• This will copy the event, note, or task that is currently selected. The item will be copied to the clipboard.
• This menu option is enabled only when one or more events, notes, or tasks are selected.
• To select multiple items, hold the Ctrl key while clicking.
• The keyboard shortcut for copying is Ctrl+C.

Paste

• This will paste the event, note, or task that was previously cut or copied, into the currently selected date or time slot.
• The date of the original item is not preserved, but its time of day and duration are. This allows an item to be easily copied and pasted to multiple dates.
• If there is not an event, note, or task on the clipboard, this menu option will be disabled.
• The keyboard shortcut for pasting is Ctrl+V.

Today

• Selecting this will cause today's date to be selected and displayed.
• It will also make the current timeslot visible in the Day and Week views.

Go To Date

• This will display the Go To Date dialog, where any date can be selected for display.
• The Calendar View will update to show the selected date.
• The keyboard shortcut for going to a date is Ctrl+G.

Show Tasks in Calendar

• This toggles whether tasks will appear in the Calendar View.
• The default setting is to include tasks in the Calendar View, but if you prefer to only see these in the Tasks view, you can uncheck this option.

Show Notes in Calendar

• This toggles whether notes will appear in the Calendar View.
• The default setting is to include notes in the Calendar View, but if you prefer to only see these in the Notes view, you can uncheck this option.

Show Completed Events

• This toggles whether completed events will appear in the Calendar View.
• When unchecked, completed events will be shown as faded, to indicate they have been completed.

Show Completed Tasks

•  This toggles whether completed tasks will appear in the Calendar View.
• When unchecked, completed tasks will be shown with gray crossed-out text (unless otherwise modified via the Task Calendar Properties window), to indicate they have been completed.

View Settings

• Depending on the view type, a View Settings submenu may be displayed. This submenu contains menu options for adjusting the view's settings, such as the number of visible weeks or the timeslot interval.
• For more information, see the documentation for the Day View, Week View, Month View, Year View, Timeline View, or List View.

Context Menu Commands - Event

Right-clicking an event will result in the following context menu.

Open Event

• After selecting this command, the selected event will open in the Event Editor will display, allowing its properties to be viewed or modified.
• If the selected event is recurring, you'll have the option of either opening the entire series, or only the selected occurrence.
• The keyboard shortcut is Ctrl+O.

Quick Print

• This command will print the details of the selected event, as shown in the Details pane.
• The keyboard shortcut is Ctrl+Shift+P.

Completed

• Events can be marked as completed by using the Completed context menu option.
• After marking an event as completed, it will either be hidden or faded, depending on the View menu option for showing hidden events.

Assign to Calendar

• This menu command allows the selected event to be quickly re-assigned to a different calendar.
• The menu expands into a listing of your defined event calendars. Task, note, and read-only calendars won't be listed.
• To assign the event to a different calendar, click the desired calendar from the list.
• This menu won't appear for events that belong to a recurring series, are synced with Google Calendar, or are shared over the local network.

Categorize

• The "Categorize" menu option will expand into a list of categories, as defined in the Categories tab of the Calendar Items List
• Selecting a category from this menu will re-associate the event(s) with the selected category.
• If the event had multiple category associations previously, those will all be removed and replaced with the single selected category.
• Event categories can also be assigned via the Event Editor.

Prioritize

• The "Prioritize" menu option will expand into a list of priorities, as defined in the Priorities tab of the Calendar Items List
• Selecting a priority from this menu will re-associate the event(s) with the selected priority.
• Event priorities can also be assigned via the Event Editor.

Send via Email

• This will save the currently selected event(s) to an iCalendar (.ics) file, which will then be attached to a new email using your default email client.
• This command will only work if you have an email program (such as Microsoft Outlook) installed on your computer.
• Multiple events can be sent at the same time by Control-clicking the events you'd like to email.

Delete Event

• This command will delete the selected event(s).
• If the selected event is recurring, you'll have the option of either deleting the entire event series, or only the selected occurrence.
• The keyboard shortcut is the Delete key.

Context Menu Commands - Task

Right-clicking a task will result in the following context menu.

Open Task

• After selecting this command, the select task will open in the Task Editor, allowing its properties to be viewed or modified.
• The keyboard shortcut is Ctrl+O.

Quick Print

• This command will print the details of the selected task, as shown in the Details pane.
• The keyboard shortcut is Ctrl+Shift+P.

New Task

• This command will display the Task Editor, where a new task can be defined.
• The task will default to being on the day that is active or was clicked.

Completed

• Tasks can be marked as completed by using the Completed context menu option.
• After marking a task as completed, it will either be hidden or crossed out, depending on the View menu option for showing hidden tasks.

Assign to Calendar

• This menu command allows the selected task to be quickly re-assigned to a different calendar.
• The menu expands into a listing of your defined task calendars. Event and note calendars won't be listed.
• To assign the task to a different calendar, click the desired calendar from the list.

Categorize

• The "Categorize" menu option will expand into a list of categories, as defined in the Categories tab of the Calendar Items List
• Selecting a category from this menu will re-associate the task(s) with the selected category.
• If the task had multiple category associations previously, those will all be removed and replaced with the single selected category.
• Task categories can also be assigned via the Task Editor.

Prioritize

• The "Prioritize" menu option will expand into a list of priorities, as defined in the Priorities tab of the Calendar Items List
• Selecting a priority from this menu will re-associate the task(s) with the selected priority.
• Task priorities can also be assigned via the Task Editor.

Delete Task

• This command will delete the selected task(s).
• The keyboard shortcut is the Delete key.

Context Menu - Note

Right-clicking a note will result in the following context menu.

Open Note

• After selecting this command, the select note will open in the Note Editor, allowing its text to be viewed or modified.
• The keyboard shortcut is Ctrl+O.

Quick Print

• This command will print the details of the selected note, as shown in the Details pane.
• The keyboard shortcut is Ctrl+Shift+P.

New Note

• This command will display the Note Editor, where a new note can be written.
• The note will default to being pinned to the day that is active or was clicked.

Assign to Calendar

• This menu command allows the selected note to be quickly re-assigned to a different calendar.
• The menu expands into a listing of your defined note calendars. Event and task calendars won't be listed.
• To assign the task to a different calendar, click the desired calendar from the list.

Categorize

• The "Categorize" menu option will expand into a list of categories, as defined in the Categories tab of the Calendar Items List
• Selecting a category from this menu will re-associate the note(s) with the selected category.
• If the note had multiple category associations previously, those will all be removed and replaced with the single selected category.
• Note categories can also be assigned via the Note Editor.

Delete Note

• This command will delete the selected note(s).
• The keyboard shortcut is the Delete key.

 

 

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