Adjusting Calendar Preferences

In this article, you will learn how to set your calendar preferences.

To access calendar preferences:

1. In Actionstep, go to Calendar > Today. The calendar appears.
2. Click Preferences in the top-right corner of the page. The Calendar Preferences window appears.
3. Click the General tab and choose from the following options:
   • Default view: Choose how much of the calendar is displayed when you first view it. 
   • Custom time zone label: Enter a custom name for the calendar's default time zone.
   • Show weekends / public holidays: Select whether you want to include weekends or show public holidays on the calendar.
   • Workday start / end: Specify the hours of your availability you want displayed on the calendar.
4. Click the Tasks tab and choose from the following options:
   • Add Participant: Click this option to add participants for your tasks. Use the Theme to assign participants their own individual colors.
   • Task Status: Click this drop-down list and choose whether to show incomplete or all tasks. 
   • Task Source: Click this drop-down list to choose whether tasks from timesheets or hidden or shown.  
   • Show tasks as all-day: Select this option if you want to display tasks as all-day events.
5. Click the Custom Data tab and use the available options to to auto-create appointments for custom date fields created against each System User or Participant Type. Any custom data collections that use date fields will be displayed and can be checked to create appointments for the said fields.
   
6. When finished making your changes, click Save Preferences to apply them to the calendar.

Related Articles

• Calendar Overview
• Adding and Removing Calendars
• Creating an Appointment