Editing Your Calendar

Modified on Fri, 9 Aug at 11:47 AM

You can edit your calendars. Some editing options are available only to users who own the calendar. 


To do this:

  1. In Actionstep, go to Calendar > Today
  2. Click the drop-down arrow next to the name of the calendar and choose Edit Calendar.
  3. Choose from the following options:
    • Calendar Name: Specify the name that will be displayed for the calendar when you share it.
    • Custom display name:  Specify the name that will be displayed for your own view of the calendar. 
    • Sort order: When working with multiple calendars, you can choose which order they appear in by specifying a sort order. Calendars with a lower number will appear before those with a higher number. 
    • Color/Theme: Choose the color theme that will be applied to the calendar and any appointments.
    • Alerts/Busy: Toggle this option to YES if want to receive pop-up alerts for the selected calendar. Otherwise, you won't be notified.
    • Suggestions: Toggle this option to YES if you want appointments on your calendar to be suggested as potential entries on your Timesheet. See Viewing Your Timesheet for more information.
    • External Changes: Toggle this option to YES if want to be emailed when others make changes to appointments.
    • Append to Title: Enter the text in this field that will appear after the appointment title when you create the appointment and link it to a matter. You can use merge fields that will pull information from the linked matter.
    • Prepend to Description: Enter the text in this field that will appear in the description of the appointment when it is linked to a matter. You can use merge fields in this field that will pull information from the linked matter. 
  4. Click Save to save and apply your changes. 


NOTE:  Two additional options are available at the bottom of this page:

Remove from My Calendar: This removes the calendar (and its appointments) from your My Calendar view. The calendar thumbnail will no longer appear on the left side of your calendar. Anybody else who has access to this calendar will still see it on their My Calendar page. (See Adding and Removing Calendars for more information.)

•Delete From Actionstep: The deletes the calendar and all the appointments under it. They will be removed from your view and the My Calendar view of anybody else who had access to this calendar. This can only be done by the owner of the calendar.


 

 


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article