Calendar Plus
How to use

How to use Calendar Plus logo Calendar Plus

Installation

If you’re ready to install Calendar Plus logo Calendar Plus by automagical.work logo automagical.work and you haven’t already done so, you can do so by following the steps below:

Click the install button

Add to monday.com (opens in a new tab)orView in the marketplace (opens in a new tab)

You may need to talk to your monday.com account administrator to have Calendar Plus installed in your account.

Select workspaces and review permissions

Screenshot showing the Calendar Plus installation page (click to view full size)

Select which workspaces you would like to make Calendar Plus available in, make sure to review the scope of access the calendar needs, and press install.

Start using Calendar Plus

monday.com will now add the Calendar Plus view to your account. Continue with the next section to learn how to add the calendar to your board.

Adding Calendar Plus to your board

Once Calendar Plus has been installed in your monday.com account, you can start using it right away. You can add the calendar to any board by following these steps:

Navigate to a board

Screenshot showing how to navigate to a board

Navigate to the board you want to add the calendar to.

Find the Calendar Plus view

Screenshot showing how to explore views, option 1 (click to view full size)Screenshot showing how to explore views, option 2 (click to view full size)Screenshot showing how to open in board (click to view full size)

Find Main Table, and then click the plus sign (+) or Add view, and then Explore more views. Enter Calendar Plus in the search bar. Select Open in board.

Configure your Calendar Plus view

Screenshot showing Calendar Plus installed on a board (click to view full size)

monday.com will now add the Calendar Plus view to your board. Continue with the next section to learn how to configure the calendar.

Configuring Calendar Plus

Screenshot showing how to open the view settings (click to view full size)

Calendar Plus has many settings that you can adjust to make it work just the way your team wants. To access these settings, click on the cog wheel (⚙️) in the top right corner of the calendar view.

The chapters below document the disparate settings you can adjust to make Calendar Plus work for you.

Event columns

Calendar Plus can display events in the calendar based on a variety of columns in your board: date columns, timeline columns, and subitems. By selecting one or more event columns, you can control which events are displayed in the calendar. Showing multiple event columns is a Pro feature.

  • Date column values are displayed as all-day events when no time is specified. When a time is specified, the event is displayed as a timed event.
  • Timeline column values are displayed as a multi-day event, spanning the duration of the timeline. If your timeline is a milestone, it is marked with a diamond (◆).
  • Subitems are displayed just like regular items. They will also show the name of their parent item. You can turn this off in the event settings. Subitems are part of our Pro plan.

Only the leftmost date or timeline column of your board's subitems is taken into account and used to display your subitems.

Color events by

This setting determines which column is used to color events in the calendar. You can choose from any of the columns in your board, including status columns, text columns, and dropdown columns.

If you clear this setting, events will be colored per event column.

Color by group

This setting determines whether events are colored according to the group they belong to. If you choose Also, events are colored by both group and column.

If possible, events take on the color of the column or group. When events are colored by both group and column, they assume a random color. Consult the color legend at the bottom of the calendar to see what each color represents.

Public holidays

This setting enables you to display public holidays in the calendar. At the time of writing, you can choose from 230 world countries.

Note that public holiday events are not subject to any coloring.

First day of the week

This setting determines which day is considered the first day of the week in the calendar.

Calendar functionality

Now that you have configured Calendar Plus to you and your team’s liking, you can start using it to manage your team’s work. You can perform the following actions in the calendar:

Navigate the calendar

  • Use the arrow buttons located in the top left of the toolbar to navigate to the next time period.
  • Click Today to jump back to today’s date.
  • Use the date picker to navigate quickly to a time in the past or future. Click the current time period in the center of the toolbar to open the date picker.
  • View your events per year, month, week, or as a list by selecting the appropriate mode from the top right of the toolbar.

Filter your view

Use the Search, Person, and Filter facilities provided above the calendar to filter down the events you want to see in the calendar.

Add and edit events

To add new events, click or drag any empty space in the calendar. Alternatively, use the New button near the top left of your screen to add new events to your calendar.

To edit events, either drag and resize events, or click on the event in the calendar to edit any of its columns.

Event duration

Calendar Plus also supports event durations by way of a second date column. To give events a duration, just resize it by dragging the end of the event down. Alternatively, you can click the settings icon at the top right of every event. A screen will appear to configure which column contains the end time.

To remove the duration from your events, you can clear the end time column via the settings icon at the top right of every event.

Note that event duration is only available in week view and setting an end time column will do so for all events from the same column as set up in the calendar settings screen.

View people's avatar in calendar item

Add people's avatars to your items by opening the event settings, here you can choose a people column to show on the item. The week view shows a maximum of 3 people and the list view shows a maximum of 10 people. People are not visible on month or year view at this moment. This feature is part of our Pro plan.

See extra info in calendar items

To add more information to your calendar item in week view, open the event settings and select the column you would like to use for extra information like a location or status. This information is only visible in the week view of the calendar. This feature is part of our Pro plan.

View the color legend

The color legend is located near the bottom of the calendar. This legend shows you what each color in the calendar represents.

Weather automations

With the addition of new automations, Calendar Plus makes it possible to integrate the weather forecast into your boards and calendars. Keep yourself and your team informed of the weather situation so you can plan and reschedule accordingly.

Screenshot showing the weather forecast on a board and in the calendar

Learn how to set up Weather

To set up the calendar to track your jobs and the weather forecast, you can follow these steps:

Prepare your board

Ensure your board has the following columns:

  • A start date/time and end date/time for your jobs.
    These will be used to display your jobs in the calendar, and sets the date and time for the weather forecast.
  • A location column for the job location and weather forecast location.
  • A text column to hold the weather forecast.

Set up weather automations

In the automation centre, select Templates, and search for “Weather”.

Set up these three recipes:

  1. Every time period forecast all items' Weather at Location on Start date and update Weather forecast.
  2. When Location changes forecast the weather at Location on Start date and update Weather forecast.
  3. When Start date changes forecast the weather at Location on Start date and update Weather forecast.

Next time these automations run, they will update the weather forecasts for your jobs.

Show your jobs in the calendar

Enable your start date/time column via the calendar settings ⚙️ on the top right.

Configure event duration

Configure your event’s duration by dragging the bottom edge of one of your jobs, or by clicking on the settings icon on the top right of an event. This opens the event series configuration dialog.

Select an end time column to set the duration of the event.

Display the weather forecast on your events

In the same dialog, choose your weather column under Information at a glance. This will display the weather forecast for the job location in the calendar.

You may need to wait until the next time the automations run to see the weather forecast.

All done! 🎉

At the moment, Calendar Plus supports a temperature (°F/°C) and conditions forecast for up to 2 days in the future. If you need to forecast further into the future, or you need to know about wind conditions, precipitation, or other weather-related information, please reach out to us at [email protected].

Conclusion

You now know how to install, add, and configure Calendar Plus logo Calendar Plus by automagical.work logo automagical.work. You also know how to navigate the calendar, filter your view, add and edit events, and view the color legend.

If you have any questions or need help, don’t hesitate to reach out to us here.