Calendar Layout
Calendar Layout is available on date-oriented pages, like Events and Donations. You can toggle between day, week, month, and agenda calendar scales. View a different month in the thumbnail to plan for things to come. Don't want to see the thumbnail? Click the icon in the calendar header to hide it. Want to make it even better? Add a legend to your calendar!
- When you add a legend to your events, they become color-coded by selected criteria. Users can select or clear the checkbox next to the field filter (under the calendar thumbnail) to show or hide those events from their calendar.Note: Global filters override this feature. So, even if a user applies a global filter, events from other congregations do not display.
- The Events Page record determine the dates the calendar uses, no matter which scale you use.
- Users can select all or clear all of the field filters to customize their calendar to fit their needs.
- All-day and multi-day events are styled the same, with color-coded bars that fill the day.
- Single-day events are represented by a color-coded dot.Note: The filter criteria are automatically colored based on their order in the list. You can't customize these colors.
Calendar Layout looks great on mobile, too. However, if you're looking at a month, you can see the dates where the previous and next months overlap, but you can't select days in those months. Need to see what's happening in the next month? Click the arrow to the right of the month's name to see the next month.
Calendar Scales
Calendar Layout offers four scales so each user can see events in the way that works best for them.
When you select your scale, consider the following.
- Global Filter
- If your calendar feels full, apply a global filter to limit events to a single congregation. This is a great option for campus/parish pastors. Want to further narrow the events happening for a congregation? Add a legend to help ministry leaders focus on their ministry's events in their congregation.
- Legends
- If your SPoC added a legend, users can select which events they want to see. So even if you don't apply a global filter, congregational leaders could select to see only their congregation from a congregation legend. Or ministry leaders could select to see only events related to their ministry from a ministry legend. See Add a Legend to set up the legend that works best for your organization.
- Views
- Select or create a view that displays exactly what the user wants to see. For example, if your Worship Ministry leaders need to quickly see all of their rehearsals, they can use a view that shows only events in the Worship Ministry with a Rehearsal Event Type.
- Thumbnail Calendar
- Above the legend is the handy-dandy thumbnail calendar which puts everything into perspective. You can toggle through the thumbnail independently of your scale, to see what's happening on a specific day, what day of the month it is, and what day the 14th falls on next month. Even better? You tap the hamburger menu on the right to collapse the thumbnail to see even more on your chosen scale.
- View Today
- No matter which scale you use, click View Today to bring the scale to the current date. So look as far into the future or past as you want, and know that you can quickly return to what is happening right now.
So, which scale is the right scale for you? Well, as we like to say, you get to do your church your way, so consider the benefits of each scale and dive right in! And don't be afraid to change the scale you use based on what you want to see and the work you need to get done.
Agenda
We probably shouldn't have a favorite, but if we did, it would be the agenda scale. It looks and feels familiar (think the calendar app on your phone) and displays the event's name, start and end time, and the day of the week for the event. Pair the agenda scale with the month thumbnail for a winning combination.
- Best For: Everyone! But especially good for casual users who want to see a quick overview of your upcoming events. So Pastor Paul can take a quick glance at the agenda to see what's happening in his congregation this week with all the necessary details in an accessible format he's already familiar with.
- Best When: Anytime!
Month
The month scale is a classic for a reason; it shows you the entire month at a glance. But it's just that: an at-a-glance option. You may have a lot of events happening on a given day and we'll show you as many as space allows. If there are more events than display on a specific day, click more to see other events occurring that day. Want to avoid displaying too many events on the month scale? Use a global filter, legend, and/or custom view to limit the number of visible events to those relevant to the user.
- Best For: Event Manager Evelyn, who needs to see which events are on the calendar before she schedules the next business meeting. Or Children's Ministry Charlie, who needs to make sure that the VBS dates don't conflict with summer camp.
- Best When: Users need to see an overview of what's happening during a given month to select the best date for an event. It may be obvious that there are lots of events on Sunday, but it's also good to know that Thursdays are particularly busy, for example.
Day
The day scale shows you what is happening on a given day. With its color coding and time bands, it provides a great way to see how all of the day's events fit together. So, if you use the month scale to find a day with capacity for another event, toggle over to the day scale to find the best time.
- Best For: Opportunity Coordinator Olivia, who needs to find the best time. Receptionist Rhonda, who tracks what is happening in the building every day so she can answer questions and direct visitors.
- Best When: You need to see what's happening on a specific day.
Week
The other scales are great, but don't overlook the week scale! It may be simple, but seeing relevant events occurring on a week is helpful for project management and planning workflow.
- Best For: Secretary Sally, who needs to know where the pastor she supports is scheduled to be on a given week. Or Media Mike, who needs to schedule audiovisual support whenever the sanctuary is in use.
- Best When: You plan your upcoming week. Or you planned a week-long event and need to see other events happening at the same time.
Add a Legend
Add a color-coded legend to the calendar based on the field that works for you!
When you add a legend, it's automatically color coded for you. The legend is created based on the referring table's Pick List view. For example, if you add "Events.[Congregation_ID]" to the Calendar Type Field for the Events page, the Calendar Layout on the Events page will show a legend with color-coded congregations. If the Congregations page has a Pick List view, those items display in the legend. Otherwise, all congregations would display.