Views
Calendar view
A calendar view places records on dates by month, week, day, or resource. Learn how to set the date fields, colors, and scheduling lanes.
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A calendar view places each record on a date. Use it for anything you plan in time: appointments, deliveries, shifts, site visits, deadlines. With a resource field, the calendar becomes a scheduling board with one lane per room, person, or vehicle.
What a calendar needs#
- A Start Date Field: a Date column, or the record's created or last-modified date. This is required.
- A Title Field: what each event is called. This can be a Text, ID, Single Select, Status, or Number column. This is required.
- An End Date Field if the work takes longer than a moment. With an end date, each event spans a range.
Pick a date column whose precision fits the work: a date-only column for a whole day on the month grid, a date and time for an appointment in the week view.
Create a calendar view#
- In the sidebar, hover over a folder and click +, then choose New view.
- Enter a Name and pick Calendar View as the View Type.
- In Calendar Configuration, choose the Start Date Field and the Title Field.
- Optionally choose an End Date Field, a Subtitle Field, a Color Field, and a Default View Mode.
- Under Parent Data View, pick the access filter the calendar reads from.
- Click Create.
To change these settings later, open Settings and choose General.
Calendar settings#
| Setting | What it does |
|---|---|
| Start Date Field | Where each event starts. Required. |
| End Date Field | Where each event ends. Choose No end date (single-day events) to leave it out. |
| Title Field | The event's name. Required. |
| Subtitle Field | An optional second line on each event. |
| Color Field | Colors events by a Single Select or Status column, so each option has its own color. |
| Default View Mode | Which mode the calendar opens in: Month, Week, Day, or Resource (Scheduling). |
| Swimlane / Resource Field | Splits the calendar into one lane per value. See Resource scheduling. |
| Swimlane Height (px) | How tall each lane is. |
| Start Time, End Time | The hours shown in the week and day views. |
| Slot Duration | The size of each time slot in the week and day views: 15, 30, or 60 minutes. |
| Show weekends | Shows or hides Saturday and Sunday. |
| Show empty swimlanes | Shows lanes that have no events in the visible range. |
| Show event time | Shows the time on each event. |
Resource scheduling#
Choose a Swimlane / Resource Field and switch to Resource to see one lane per value: a bay, a technician, a vehicle. This lets you plan "this bay, this technician" without a separate table. The field can be a Status, Single Select, Multi Select, Text, Person, Relation, or ID column.
Work in the calendar#
- Switch modes. Use Month, Week, Day, and Resource in the calendar's toolbar.
- Reschedule. Drag an event to another day. If the event has an end date, the end moves by the same number of days.
- Reassign. In resource mode, drag an event to another lane to change its resource field.
- Open a record. Click an event to open its record page.
Rescheduling is a normal update, so business rules still apply. If a rule refuses the change, you see the reason and the record isn't changed.
If you see Calendar Not Configured, open Settings, choose General, and set a start date field and a title field.
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