Starting with version 8.1 of the App, the ALPHA version of the Calendar module has been replaced.


Stay organized and show all your tasks and important dates from all connected platforms using a traditional calendar view. 

In the 'view' drop-down men, you can set the first day of the week to be Saturday, Sunday, or Monday:

Navigation

You can navigate the Calendar by changing the date range or by scrolling when you hover the mouse over the calendar. 

The time period you are looking at is indicated at the top:

Date range

Tip!

You can use the following keyboard shortcuts to navigate:

Date rage navigation allows you to:

  • go to the current month using the 'Today' button
  • change year
  • change month

Full day-specific task list

To see all tasks relevant to a given date, click on 'Show all tasks' on the calendar. A pop-up with a task list will appear. 

Moving Tasks

Tasks can be repositioned on the calendar using a drag-and-drop mechanism.

Keep in mind, depending on the WBS, moving a task can affect other related tasks.

You can also move tasks using the pop-up with a list of all tasks relevant to a given day ('show all tasks' pop-up). When you move. the mouse to the right of a task, a clenched fist icon will appear. 

Creating tasks

Tip!

You can use the  shortcut to create a task. 

You can create new tasks directly in the Calendar module. You can create both the basic tasks and connected tool tasks (for example, Jira tasks). 

  1. Click the '+' button
  2. Select what kind of task you want to add
  3. Fill in the task details and click 'Create

You can create new tasks using Task Templates. Task templates of a particular Box can be edited and created in Box configuration. Templets can alco be inherited based on Box Type settings. 

Editing tasks

Tip!

After clicking on a task to select it, you can use the  shortcut to edit a task. 

To edit a task right-click on it. From the pop-up menu select the 'Edit' option:

  • In the calendar section
  • In the Upcoming tasks section

Inline editing 

Double click on an element to edit a field value. 

Inline editing works for the following module elements
Task details
  • Date (e.g. Date picker Jira fields, built-in fields (start/end date) when data type = date)

Upcoming tasks 
  • Summary

Day task list
  • Summary

Calendar
  • Summary

Deleting tasks

To remove a task right-click on it, then select 'delete' from the pop-up menu:




Quick filters

Quick filters are available in the Calendar module. 

Only the tasks that match the filter are displayed (parent tasks of filtered tasks are hidden if they don't match the filter). 

Search functionality

Search functionality is available in the Calendar module. 

Only the tasks that match the search are displayed (parent tasks of resulting tasks are hidden if they don't match the search).


Jira '.' shortcut

Use of Jira '.' shortcut is enabled. You can select a task and use the shortcut to perform operations. 


Calendar module gaget

You can add a Calendar gadget in Jira to monitor your upcoming tasks.