How to use Calendar Plus
Installation
If you’re ready to install Calendar Plus by automagical.work and you haven’t already done so, you can do so by following the steps below:
Click the install button
(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
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
Navigate to the board you want to add the calendar to.
Find the Calendar Plus view
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
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
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.
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, day, 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 configuring event duration is only available from month, week, and day views and setting an end time column will do so for all events with the same start column.
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 or day 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 or day 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.
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:
- Every time period forecast all items' Weather at Location on Start date and update Weather forecast.
- When Location changes forecast the weather at Location on Start date and update Weather forecast.
- 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 by 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.