Calendar

Calendar Colors

Calendar colors can be used to color code tasks assigned to certain employees, or key words in the title of the visit. 

Calendar colors will show in the Month and Week view calendars. You can click 'Filters', in the top right of the calendar to see what the colors correspond with. 

Create a Calendar Color

To make a new calendar color, go to the Month or Week view > Filters > Customize Calendar Colors.

Or go to the Settings Gear > Settings > Calendar (under Work Settings). 

To create a new calendar color click 'Assign Another Color'. If you haven't made a calendar color yet, it will say 'Assign your First Color'. 

You'll then get a prompt like this:

You can apply the color to a certain employee, by selecting from the first drop down 'When Assigned'. Then in the second drop down, you can select the employee. 

To apply the color to a certain word in the visit title, select "When Visit Title" from the drop down menu. In the box below you can enter the word or phrase you'd like the color associated with. 

The visit title is the title given to a job's visit in the calendar. You can edit the template for visit titles in the Job Settings area. For example you can make the client's city or their postal code show in the template, so it displays in the calendar.

To edit a calendar color after you have made it, click on it and an edit box will pop up. 

Color Order

The colors are dominant bottom to top. You can drag colors into the order you want them using the 'drag' button beside a color. If a visit was assigned to two employees, in the calendar it appear in the color assigned to the employee closest to the bottom.