Understand additional calendar report options

Transcript

Understand additional calendar report options. First, we’ll show you how to copy a calendar. We have our creative team calendar open. Let’s say we want to create a similar calendar showing the marketing team. First, we go to Calendar Actions and choose Copy. You’ll be in the new calendar with the default of Copy of in front of the copy calendar name. You can edit the name here. All the groupings from the creative team calendar were copied over, but none of the ad hoc events came over in the copy. You’ll have to manually add those if you want them. To edit a calendar grouping, choose the Edit option here. This is where you can change the grouping name in any of the filters. Be sure to navigate to the correct tab The editor will always default to the task tab. We want to go over here to Issues, and we want to change the team ID here to Marketing. To delete a calendar grouping, just choose the Delete option here next to it. To share a calendar, click on Calendar Actions and choose Sharing. Type in the name of the person you want to share it with, and they’ll come up with View Rights by default. Most likely, you will want to give people only view rights to a calendar you share with them. If you give them managed rights, they can edit the calendar. If you give them delete rights, they can delete the calendar. If they do this, they’re not just deleting the calendar they can see, but they’re deleting the calendar from the system. So everyone who it was shared with, and even the person who created it, will lose it. Best practice is to remove the Delete option when sharing with managed rights. You may also have the option to make this publicly available. So click up here. You’ll see this option, Make this public to external users. Click on that. You can copy this link. And then you can send that to whoever you want. They won’t have to log in to Workfront to see your calendar. They won’t have any editing rights, of course, but they will have view rights. To delete a calendar, click on the Calendar Actions again. You can only delete a calendar if you have rights to do so. You would normally only delete a personal calendar that you haven’t shared with anyone. Typically, you won’t have rights to delete a shared calendar, but if you do, it’ll appear here.