The fp. Calendar & Filter Building
Your fp. system includes a Calendar, through which you can see work (tasks *& jobs) for both yourself, and any colleagues, as well as add and view your work related, or personal events. You can also build calendar filters, and push this information out to iCal. Please review this article to learn more.
Accessing the Calendar
You will see the Calendar in your top navigation bar. Click the word CALENDAR to open it in a separate window.
Note that if you have customized your Dashboard, the Calendar may also appear as a tile on your main screen.
Navigating in the Calendar
1. Select whether you want to see the Calendar in Month, Week or Day View. The current selection displays in grey.
2. Events display in blue over the dates specified.
3. Tasks display in green on the date they are due.
4. Jobs display in yellow on the date they are due.
Adding Events to the Calendar
Unlike Jobs and Tasks which pull from your fp. system, Events are added directly onto the calendar. Events are useful for adding things like staff meetings, appointments or company events to the calendar.
Click once anywhere in the date box for the date you wish to add an event to.
Clicking "Event" will bring up the Event Quick Add window. As with other areas of fp. the fields highlighted in yellow are required.
1) You can choose whether all staff can see the event or if it is a private event that only you want to see.
2) You can also choose whether this is a recurring event, or a one-time event.
Click Submit when you have filled out the Event information. It will now show on the date entered.
Back on the calendar view, hold your mouse over the event to see the details.
Filtering the Calendar
Your Calendar will be pre-set with one filter called "Classic." The Classic view will display:
- ALL Calendar Events (with staff wide visibility, not events you added and marked as private
- ALL Jobs
- ALL Tasks with a Status of Draft, Assigned or In Progress
You can edit the Classic filter, or create as many more calendar filters as you wish, and toggle between these views via the Filter button. Perhaps you want to build out a filter that only shows events for your team, tasks assigned to you, and jobs for only one particular client company.
Begin by clicking the word Filter, and choosing Add Filter from the menu.
Choosing Add Filter, will bring you to the Manage Calendar Filters window. Here, you'll want to follow the items numbered 1 through 3, and in that order, to create your own calendar filter. First, are you indeed adding a new filter, or editing the Classic. If you are editing the Classic, click its name. If adding new, move straight to the next step.
Give the filter a name.
Next we'll move through each of the tabs for events, tasks and jobs. Beginning with Events. In this example, we only want to see events for our team, so from the Created By drop down, we choose Senior Designer.
Then click Save & Continue.
Move to the Tasks tab. Here you will have several options including to filter by job name, and who to tasks were assigned by or assigned to. For our example, we only want tasks assigned to us, so from the Assigned To drop down, we'll choose our own name.
Finally on the Jobs tab, you again have several choices, including to filter by Company, and Job Status. For our example, we only want to see jobs for a particular client company - Branson Incorporated. You can type just part of the name into the Company field, and then leave the field using your tab key. The system will then either auto-complete the company name, or give you a list of matches to select from.
Having now built the filter to our liking, we can hit Save & Finish.
Clicking the Filter button again, you'll see your new filter, as well as a tick mark to indicate which filter you are currently using.
Choosing a different filter will immediately change the calendar information being displayed.
Subscribing to Filters
Filters you build can be shared to certain external calendars you use - such as iCal, and Outlook 2012 for PC. To do so, choose the Filter button, and then the "S" for subscribe, beside your chosen filter.
When your external calendar opens, the fp. calendar url will appear. Click Subscribe.
Other Calendar Functionalities
The calendar can be refreshed if you think data has been added to it. Simply click on the refresh button on the top right.
Navigate between days, weeks, or months with the left and right arrow keys. Click on Today, to get to today's date.