Event Editor

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Overview

The Event Editor window enables you to create new events or modify existing ones. When you create a new event, the following window will be displayed. The initial/default values will be different, based on your options, the Calendar Properties, and the active calendar name. This window will also be displayed when opening an existing event, enabling you to view or modify any of the event's parameters. Tabs are displayed enabling modification to the event actions, recurrence settings, meeting attendees, description, file attachments, links to other items, and appearance. If any data or settings have been entered on a tab, the tab's name will be bold to indicate data is present.
The Event Window when creating a new event.

Basic Information

Basic information about the event, such as its title and date, is displayed at the top of the Event Editor window.

Title

Location

Calendar

Category

One or more categories can be assigned to an event.

Priority

A priority can be assigned.

Completed

Start and End Time

The event date and time.

Toolbar Commands

A toolbar appears at the top of the Event Editor, providing a number of commands.

From left, to right, the commands are defined below:

Event Defaults

The "Event Defaults" button enables the currently specified action settings, as well as the description and other basic information, to be saved as the default for any new events that are created belonging to the same calendar. This is equivalent to modifying the event default under the Calendar Properties, but is a convenient shortcut. You can also load the default settings and assign them to the current event.

The current action settings can be saved as defaults, or reset to previously specified defaults.

Action

A list of available actions is shown on the Action tab of the Event Editor window. Actions can be enabled or disabled using the associated checkbox. Actions that have already been performed will be indicated with gray checkmarks.

The list of available event actions.

When an action is enabled, additional options will be displayed to enable the action's settings to be viewed or modified. The Action tab name will also be made bold to indicate the event has associated actions. An event can have one or more of the following actions:

Recurrence

The following event recurrence types can be specified on the Recurrence tab when the "Recurring Event..." box is checked. Each recurrence type provides a number of additional options to customize the event recurrence exactly the way you want.


You can also specify a date range or maximum number of event occurrences using the Recurrence Range controls.

Meeting

The Meeting tab can be used for sending the event as a meeting request to any combination of individual contacts, distribution lists, or contact groups. This tab will be automatically enabled when "New -> Meeting Request" is commanded from the File menu. It can also be used to convert an existing event into a meeting request. To define a meeting request, click the checkbox on the Meeting tab and specify the required and optional attendees.

The Attendees tab can be used to specify required and optional meeting attendees.

Have Replies Sent To

If you'd like to initiate the meeting request on behalf of someone else, check the "Have replies sent to" box and enter their email address. Any meeting responses will be sent to that email address instead of your own.

Individuals

You can specify individual contacts to receive the meeting request. When clicking this field, a drop-down list of contacts will be shown. Use the checkboxes to select the desired contacts. If you need to add a new contact, click the "..." button to access the Contact Editor, where a new contact can be defined.

Distribution Lists

The meeting request can be sent to one or more distribution lists. To select the desired distribution list(s), click the drop-down button and use the checkboxes. If you haven't defined any distribution lists, or if you'd like to view/modify existing distribution lists, click the "..." button. A menu will appear enabling creation, modification, or deletion of distribution lists.

Contact Groups

The Contact Editor contains a "Group/category" field. If this field is used, you'll see a drop-down list of the currently used contact groups. Use the checkboxes to select the desire contact groups. This can be used as an alternative to distribution lists. Any contacts associated with the selected group(s) will receive the meeting request.

Sending a Meeting Request

When the event is a meeting request, the "Save and Close" and "Save" buttons on the toolbar at the top of the editor window are renamed "Send and Close" and "Send". When either of these buttons are clicked, the meeting request will be sent via email to the specified attendees.

Note, before this will work, your email settings will need to first be specified.

Required attendees will be on the "To" line of the email, and optional attendees will be on the "CC" line. If you make changes to an existing meeting request, you can use the Send button to send the meeting attendees the updated meeting information. If you add additional attendees to a meeting request, but make no other changes, the Send button can be used to only send the meeting request to the new attendees. Also, if you later delete the event, a meeting cancellation notice can be sent to the attendees.

Description

An event description can be entered on the Description tab using a full-featured text editor.

Custom Data (Ultimate Version Only)

VueMinder Ultimate provides the ability to define custom data fields for events via the Custom tab of the Event Editor. Custom data can also be imported or exported, and will sync over a local network when using VueMinder Server. See the Custom Data documenation for more information.

Files

Any number of file can be attached to the event (as links), using the Files tab. If a popup reminder is configured to show the event's description, linked filenames will appear in the reminder window. The files will also appear in the Details Pane when the event is selected. Files can be opened from the Files tab by double-clicking or using the Open command on the toolbar and right-click context menu. More information can be found here.

Events can be linked with other events, tasks, notes, or contacts by using the Links tab. When a link is created, it becomes 2-directional, meaning a backlink to the event will be automatically added to the linked item. Linked item details will be shown on the Links tab. For example, when an event is linked to a contact, the Links tab will show the associated contact's email address and phone number. More information can be found here.

Appearance

The event appearance tab.

The appearance tab enables a custom appearance and/or day background to be specified for the event. The custom appearance will override any associated calendar, category, priority, or location appearances. To reset a customized appearance, click the "Reset Appearance" button, or uncheck the appearance override checkbox. More information can be found here.

 

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