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Calendar View filters

You have way more control over what is shown on your Calendar with our new filters.

NOTE: The Calendar Filters sidebar is closed by default. Click it on the left side of the screen next to the vertical navigation bar to open it.

We’ve added filters for:

  • Items - Do you want to see Improvements, Projects, Tasks, and/or Incidents (if you have the Incident Add-On enabled)?

  • Type(s) - What types of Improvements, Projects, and/or Incidents (if you have the Incident Add-On enabled) do you want to see?

  • User(s) - Which users’ items do you want to see? By default, only your own items will be displayed.

  • Role(s) - How do you want the chosen users to be affiliated with the items displayed? By default, only items for which the chosen user(s) is the Responsible/Assignee, Assigner, Leader, Facilitator, or Participant will be displayed.

    You can choose between:

    • Responsible/assignee - The person responsible for an Improvement or Incident, or to whom a Task is assigned.

    • Assigner - The person who assigned an Improvement, Incident, or Task.

    • Leader - A person leading a Project.

    • Facilitator - A person facilitating a Project.

    • Participant - A person taking part in a Project.

    • Author/Reporter - A person who came up with the idea of an Improvement, Incident, or Task.

    • Collaborator - A person who is helping to complete an Improvement or Incident, but who is not the Responsible Person.

    • Sponsor - A person sponsoring a Project.

    • Follower - A person who is kept in the loop about the Project, Improvement, or Incident but who has no responsibility for it.

  • Location(s) - Choose which Location(s)  you want the displayed items to be affiliated.

  • “Start and End Dates Only” - If checked, only the start and end dates of events will show up on the Calendar. Uncheck if you would like the events to span the days from start to end.

  • “End Dates Only” - If checked, only the end dates of events will show up on the Calendar.

    NOTE: You cannot check both “Start and End Dates Only” and “End Dates Only.”

Calendar_Filters.jpg

 

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