In this section we discuss the various parts of calendar (what you are looking at when you open your Actionstep Calendar).
We will break it down into three parts to help explain it better:
1. The Left Hand Bar
In the left hand bar you have the Create new event button, a monthly summary and a list of calendars that you have access to.
Create new event button
It does what it says. Click on this button to create a new appointment.
The monthly summary
This will default to the current month. Today's date will be highlighted in bold and the day or week that you are currently viewing in the main appointment display will be highlighted. Other events that you have in your calendar will also be highlighted on this mini-calendar.
You can change the month that is currently showing by either using the drop down menus for month and year or by clicking the left and right arrow buttons on either side of "Today" at the top of the calendar.
If you click on a day on the calendar the main appointment display will be updated to that day (or the week containing that day if you are in week view).
The list of calendars
These are all the calendars that you have permission to view. They could be calendars that you have created yourself (see Creating a new Calendar) or ones that someone else owns and has shared with you (see Sharing your Calendar for more details).
You can change the order of how these appear by clicking and dragging the box that represents the calendar. You can also edit the calendar, share it or change its display color by clicking on the drop down arrow to the right of the calendars name.
You can hide or unhide appointments from any calendar by using the tick box to the left of the calendars name.
2. The Top of the Screen Options
The top of the My Calendar screen handles basic display navigation through your calendar options as well as links to be able to print and access your preferences.
Display and Navigation options
Refresh - this allows you to refresh your current view. If you have one or more synchronized calendars or if you have other peoples calendars in your My Calendar view refreshing will allow you to see any changes.
Print - print off a copy of your calendar as it is currently displayed.
Preference - This allows you to customize how your calendar looks and what information is shown in it. See our section on My Calendar View's Preferences for more information.
3. The Main Appointment Display
This section shows you all the appointments for the period that you have selected. You can click on an appointment to edit it (see Edit an Appointment for more information) or click on an empty space to create a new appointment (see Creating An Appointment if you would like to know more about how this works).
All day event appear at the top of the calendar (highlighted by Box 1 in the screenshot above).
You can have more than one time zone showing on the list left hand side (Box 2 in the screenshot above). To add a second time zone read about them in our user guide on My Calendar View's Preferences. The standard time zone is based on the time zone for your login.
The white section (Item 3 in the screenshot above) is your standard working day. If you want to adjust this you can under My Calendar View's Preferences.
You can choose to have your weekly calendar view include weekend days or exclude them (Box 4 in the screenshot below).
Viewing details of objects in your calendar
Appointments in you My Calendar screen
You can get more detail on an appointment by hovering your cursor over it.
Tasks in your My Calendar screen
If you have tasks displayed in your My Calendar view, you will be able to tell these apart from the appointments by the rectangular icon (Calendar Preferences or for example) before a task's name. To learn more about how set your preferences so that you can see tasks read here: .
You can also hover the cursor over a task to bring up details on it. Click on the task if you want more details. After clicking on a task in the calendar view you will be given a summary box like the one below.
You can click on the matter name or number to open the matter or the task ID to open the task.
Custom Data on your My Calendar screen
If you have custom data displayed in your My Calendar view, you will be able to tell these apart from a task or appointment by the computer icon (Showing Custom Data in Your Calendar. or , for example) to the left of the custom data's title. To learn more about how set your preferences so that you can see custom data read here:
You can also hover the cursor over the custom data to bring up details on it. Click on the custom Data to be able to access more details again. After clicking on a custom data block in you will be given a summary box like the one below.
You can click on the matter number or name to open up that matter.