Calendars

Studiometry 11.2 and newer have the ability to create and manage multiple custom calendars. These calendars can have custom colors, names, and groups, and can be shared between employees. 

Studiometry 11.2 and newer also have the ability to simultaneously select and display multiple calendars. More information on those features are available in the bottom of the KB article.

View and Create Custom Calendars

You can access calendars via the Calendars group in Studiometry's main window. Selecting this group will bring up a list of available built-in calendars, resources, employees, and custom calendars.

If the Calendars group does not appear in your main window, click the large Gear icon in the bottom left of the window, select View Settings, and make sure Show Groups: Calendars is checked.

Custom Calendars appear in the list with their color as their icon, as can be see above with Design Team, Coding Team, and Account Team. The calendars are grouped based on the entered "Calendar Group" while editing. For example, in the screenshot above, the Design Team, Coding Team, and Account Team calendars all have "Teams" as their calendar group.

To create a new calendar, click the plus (+) button in the bottom left of the main window, and select New Calendar. This will bring up the calendar editing window.

Calendar Name
The name of the calendar.

Calendar Group
Studiometry’s list of calendars will organize by Calendar Group if a value is entered. For example, if you enter a group “Production” for multiple calendars, the group “Production” will appear in the calendars list and each calendar within the group will appear within the group. Selecting the Production group will display all calendars within the group.

Color
This is the color that will be used when displaying items that match this calendar.

Color Priority
When multiple calendars are displayed and an item matches more than one selected calendar, the color priority will determine the color for that item. For example: Calendar A has a color priority of 1, while Calendar B has a color priority of 2. Items that match both Calendar A and Calendar B will be shown in Calendar B’s color, since the color priority is higher for Calendar B than for Calendar A.

Public Calendar
Calendars can be shared between employees in Studiometry. If you set a calendar to public, other employees can choose to add the calendar to their calendars list. If you do not make the calendar public, other employees can only see the calendar if you’ve assigned it to them.

 

Filters

Calendars have three ways of filtering out items to display the exact information you want. Items can be filtered by Item Type (to do, event, etc), Associated Group (using your groups and smart groups), and Employees. For an item to appear on the calendar, it must match all three filters. More information on each filter type is available below.

Include Types
Calendars have the ability to show many different types of data from your Studiometry database. When creating a custom calendar, you can automatically show or hide certain data types from that calendar. Check any items types you’d like to appear within the calendar.

Please note that if you check To Dos, for example, the To Do must also match the Employee and Group settings for the calendar to be shown. Separately, you can temporarily filter any items out of a calendar view using the filter options at the bottom of the main window.

Associated With Groups
If All Groups is not checked, then any items that would appear on the calendar must be associated with one of the selected groups. For example, if you have a group of Projects named “Recently Added Projects” checked, and the calendar is set to show To Dos, then any To Dos associated with a project in Recently Added Projects will appear in the calendar. 

Employees
If All Employees is not checked, then only items assigned to the selected employees will appear. Using this filter, you can quickly create a calendar for groups of people and color code each to show multiple teams simultaneously.

 

Viewing Multiple Calendars Simultaneously

Studiometry 11.2 and newer have the ability to select and display multiple calendars simultaneously. You can select custom calendars, individual employees, resources, or any combination of the three. To select multiple calendars, simply hold down the Command key (on Mac) or Control key (on Windows) and click each row you'd like to select.

 

Being that calendars can overlap (items can be part of more than one calendar), Studiometry will attempt to intelligently color items.

If an item matches multiple custom calendars, it will be displayed in the color of the calendar with the highest color priority.

If an item matches only one custom calendar, it will be displayed in that calendar's color.

If an item doesn't match any custom calendars, but is still displayed (because All Items, an employee, or a resource is selected), the item will be displayed in its own color. For example, a project deadline that does not match any custom calendar (but is currently displayed because All Items is selected) will be displayed in the Project's color. 

Managing, Sharing, and Deleting Calendars

To share calendars with other employees, use the Gear icon in the bottom left of Studiometry's main window and select Manage Calendars. This will bring up the Manage Calendars window that is very similar to the Manage Groups window. Here, you can share your calendars with other employees, subscribe to publicly shared calendars, and manage the list of calendars in your calendars list. If you'd like to remove a calendar from your list without completely deleting it from Studiometry, you can do so in this window.

To delete a calendar, you can either right-click on it in the calendars list and select Delete Calendar, or select the calendar within the Manage Calendars window and press the delete key.