Contents

Overview

Why upgrade to Pro?

The Pro version adds the following views types:

  • Year View - Shows an entire year with color-coded dates.
  • Timeline View - Shows a horizontal representation of your schedule.
  • List View - Shows a list of events, tasks, notes, contacts, and distribution lists. Rows can be sorted, filtered, and grouped.

The calendar view is where your events are 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 need 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. Up to 14 days can be viewed within the Day view.
  • Week View - This view shows a week, with days either side-by-side or divided into 3 rows and 2 columns, depending on the selected layout style.
  • 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.



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.
Each calendar view can be selected by clicking its tab.

Why upgrade to Pro?

The Pro version adds a Window menu, where the Calendar View layout can be saved or loaded. A number of preset layouts are also included.

By default, each view will occupy the entire Calendar View area. 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.

The default layout.

In this example, the Day tab was dragged to the right edge.
An example Calendar View Layout.

In this example, the Week view was dragged into the Day view area, on the bottom edge.
An example Calendar View Layout.

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.
Right-click a tab to create tab groups or move the tab to a different group.

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.

Click the Maximize button to switch the selected view into a full size mode. Click the Restore button to restore the selected view to its previous size, and show the other calendar views.

Date Navigation

Left/right navigation arrows and the currently displayed date range will be shown the top of each view type. You can navigate to previous or next dates by clicking the left or right arrow buttons.

Dates can be navigated by clicking the left or right arrow buttons.  The current date(s) will be displayed.

Creating New Events

Why upgrade to Pro?

In addition to events, the Pro version allows creation of meeting requests, notes, and tasks. Like events, these can be created via a right-click menu in the Calendar View. They can also be dragged to different dates or timeslots.

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.
  • 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" commands from the context menu. The Event Editor will be displayed for the new event.


Rescheduling and Editing Existing Items

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

  • You can open an event by double-clicking it. 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 also open an event by single-clicking it and then pressing the Ctrl+O keyboard shortcut, or right-clicking it and selecting the Open command.
  • Events can be moved to different dates or timeslots by dragging. Click the event 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 event.
  • The duration of an event can be changed by resizing its box. The box corresponds to the starting and ending date and time of the event. Depending on the active view, these dates or times can be modified by resizing the event. All-day events can have their left and right edges resized to adjust their starting and ending dates. Non all-day events 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 will be displayed for events that aren't all day. The event location will also be displayed, but due to space limitations, may not fit completely. If you cursor over an event, a tooltip will be displayed showing the complete event title, location, and starting/ending times.

Example event in the Month View.

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.

Example event in the Day View.

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 and/or desktop alert. When the reminder has been processed or dismissed, the icon will be removed.
    The reminder icon is an alarm bell.
  • A recurring event will display with a recurrence icon.
    The recurring event 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.
    The recurrence variation icon.

Context Menu Commands - No Selection

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

The calendar view context menu when no events are selected.

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.

Cut

  • This will cut the event that is currently selected. The event will be removed from the calendar and placed on the clipboard.
  • This menu option is enabled only when one or more events are selected.
  • The keyboard shortcut for cutting is Ctrl+X.

Copy

  • This will copy the event that is currently selected. The event will be copied to the clipboard.
  • This menu option is enabled only when one or more events are selected.
  • The keyboard shortcut for copying is Ctrl+C.

Paste

  • This will paste the event that was previously cut or copied, into the currently selected date or time slot.
  • The date of the original event is not preserved, but its time of day and duration are. This allows an event to be easily copied and pasted to multiple dates.
  • If there is not an event 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 time visible in the Day view.

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 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.

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, or Month View.

Context Menu Commands - Event

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

Why upgrade to Pro?

The Pro version adds a "Send Event(s) Via Email" command to the right-click menu, where one or more selected events can be sent via email.

The Calendar View context menu when an event is selected.

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.

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 calendars. To assign the event 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 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.

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.

 

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