NEW CALENDAR

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Figure: Calendar module preview

In version 3.2.7, we introduced a completely redesigned Calendar capable of handling more demanding operations. Our main goal was to optimise performance so that it remains fast even when working with a large volume of records. We also made visual improvements to make working in the Calendar more intuitive and comfortable.

Compared to the original Calendar, the new version offers multiple views and perspectives, making it adaptable to various business types and working styles. Notably, it includes user agendas and schedule views.

We’ve also expanded the number of modules visible in the Calendar. Currently displayed modules include:

  • Requests
  • Tasks
  • Leave requests
  • Fulfilments
  • Deals
  • Holidays
  • Work orders
  • Planned work
  • Borrowings

Basic Settings

If you’ve used CDESK in previous versions, the New Calendar has been automatically made available to you.

For new users, the New Calendar must be enabled via the toggle in Global Settings > New Calendar. Once activated, a new section with the main module settings will appear in the same window.

Figure: View selection in Global Settings

This section includes the following fields and toggles:

  • Displayed views – Choose from predefined views such as day, week, or year view, or select the Schedule style with multiple view types. You may select multiple views at once.
  • Default view (required) – Set the primary view displayed when the module is opened. Choose from the views selected above.
  • Show empty rows – Toggle to display rows without content.
  • Show assistant assignee records – Displays duplicate records for assistant assignees in Requests and Tasks modules.

Filter Settings

To set up filters, go to the Shared Filters tab in the calendar’s global settings.

The tab contains the following sections:

  • Shared filters for the left list – Create filters for the user list on the left.
  • Shared filters for the right list – Create filters for events in the right-hand panel.

Both types of filters offer visibility settings:

  • Visible to admins
  • Visible to assignees
  • Visible to customer accounts

Note: The number of right-panel filters will increase in future versions.

Figure: Setting filter visibility for users

Holidays

In the Holidays tab, you can create and edit holidays. They are grouped by country, and one scheme can be set as default by clicking the blue button. Holidays can be added or removed from the schemes.

Module Interface

The New Calendar screen is divided into three sections.

In the left section, you’ll find a monthly overview with the current day highlighted. Below this is a list of users with a search function. For added convenience, user groups are also included in this list, so you don’t need to manually select each member of a group.

By selecting a user/group, you will display the linked objects in the Calendar.

Figure: Left section with user list, middle with calendar interface, and right used for calendar settings or editing the selected object

The middle section of the Calendar module contains the main interface, in which the information is arranged in columns and rows. The layout of the elements depends on the selected view type:

  • Classic calendar view – A grid layout where the rows represent smaller time units, and the columns represent larger ones. For example, the days of the week are shown in columns, while the hours are in rows.
  • Schedule – A simplified column-based view without rows. For instance, in the case of a weekly schedule, the days are displayed in columns, but hours are not shown in rows.
  • Agenda – Displays a simple vertical list of objects over a given time period.

You can switch between these views using the top right corner of the section.

Figure: View change menu. Upon clicking, a list of available views is displayed.

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The available views in the Calendar are:

  • Day
  • Week
  • Work week – does not show weekends
  • Month
  • Year
  • Agenda
  • Monthly agenda
  • Schedule (multiple types) – In the schedule view, time units are displayed in columns and modules in rows.

The right section is used for Calendar settings. Here, users can select which modules should be displayed in the Calendar and adjust the layout of the columns.

Group by owners – Allows objects in the Calendar to be shown according to individual users. When this option is enabled, tabs with the names of selected users appear at the top of the calendar.

Figure: Example of using the “Group by Owners” view

Clicking on a specific tab displays all the objects assigned to that user within the currently selected calendar view. This function is especially useful when managing the tasks of multiple employees and you want to review their planned activities one by one.

  • Group by modules – Allows objects in the Calendar to be divided by individual CDESK modules. When this option is enabled, each time unit (hour, day) is divided into separate sections based on modules such as Requests, Tasks, or Leave.

If this option is not enabled, all objects are displayed together in a single view, without differentiating by module. This function is especially helpful when you need a quick overview of which tasks or requests are scheduled for a particular day, without needing to manually distinguish between different types of objects.

Users can customise which modules appear in the calendar. Only those that are linked to the Calendar and selected for display in the right section will be visible.

Selecting Assignees

The left part of the Calendar is used for filtering and selecting assignees and assignee groups. By selecting them, you determine whose work you want to monitor in the Calendar.

Selection works via checkboxes. You can select one or more assignees/assignee groups or use the bulk selection option.

When the Calendar is first opened, the “My Calendar” filter is enabled by default. This displays only the objects assigned to the active user. Clicking on this filter will deactivate it.

Figure: When enabled, the “My Calendar” filter is highlighted (blue). Clicking on it will disable the filter and show the complete list of users, assignees, and groups.

Adding a New Filter

By clicking the plus icon, you can add values to be included in the new filter. You may add multiple values, which will be combined using the OR function in the filter:

  • User
  • Assignee
  • Assignee group
  • Assignees from the group
Figure: Example of filter creation. We want the Calendar to show objects assigned to the assignee group “Technicians” and the assignee “Elisabeth Green”.

Next, you can create the filter by clicking the icon. You will then need to enter the filter name and choose its colour.

Figure: Now we can save the filter by clicking the “New Filter” option.

Search function:
The search field above the filters is used to search through values in the selected filter.
If no filter is selected, you can search the entire list. After entering a name and clicking Search, the Calendar will display only the selected assignee/group and their associated objects.

Figure: No filter is active (none highlighted). We want to find objects assigned to assignee Alena Lane. After typing her name and pressing Search, the Calendar displays the assignee and their objects.

Filtering Objects by Status

In the right panel, you can save filters for displayed objects. Currently, it is possible to filter records by status, but many more filtering options will be added in upcoming versions.

To save a filter, you must set a condition by clicking the plus icon below the search field in the right panel. Select the condition, then choose its value. Apply the result by clicking the Apply button.

Figure: We want to save a filter that shows only open requests. Therefore, we selected the condition “Request Status” with the value “Open”. The choice must be confirmed, and the filter saved.

Once all values are selected, click the icon next to the search field and choose the “New Filter” option. After selecting the colour and name, confirm your choice.

Figure: After entering the name, click “Create”. In the meantime, the Calendar filters out all open requests.

Creating and Editing Objects in the Calendar

By clicking on a date/time field, you can create an object from the available modules.
In the current version, it is possible to create Requests (including from the catalogue) and Work Orders within the New Calendar. The number of object types that can be created will increase in future versions.

Figure: Creating an object in the Calendar

The day you select represents the starting time (“resolve from”). By default, the due time is set to 24 hours.

Objects in the Calendar can also be edited. Like other CDESK modules, this is done via the right panel, which appears when you click on the object.

Objects in the Calendar

When you hover your cursor over an object, a preview window appears showing the basic information. The type of data displayed varies depending on the specific object, and the arrangement of this data cannot be changed.

Figure: Displayed object details – in this case, a request

When you click on an object, an authorised user can edit its fields, which are shown in the right panel. All fields are available here, along with the ability to add attachments or discussion posts. Clicking the object’s name in the top part of the right-hand section will take you directly to its detailed view.

As of version 3.2.8, it is also possible to add and edit companies in the right panel.

Figure: Click to enable object editing in the right panel