Working With Calendars

You can create and manage one or more calendars. On your calendars, you schedule and manage meetings, appointments, and tasks. Meetings and appointments are called events. You can make events private or you can invite other attendees.

When managing your calendars, see the following topics:

Creating Calendars

Your account comes with a default calendar. You can create additional calendars. For example, you can create a calendar that tracks holidays and vacations, and create another calendar that tracks social events.

To create and manage a calendar:

  1. From the toolbar in the Calendar section, select the Create or Subscribe to Calendar icon (the calendar icon) and select Create Calendar.

    The Create Calendar dialog box appears.

  2. In the Calendar Name field, enter a unique name for your calendar.

  3. (Optional) In the Description field, enter a description.

  4. To enable events on the calendar to affect your free and busy time, select Include in Free/Busy Lookup.

  5. From the Timezone list, select the default time zone for the calendar.

  6. From the Color list, select a color for the events and tasks that you add to this calendar.

  7. Select OK.

    The calendar is added to the Calendar section.

Related Topics

Calendar Page

Editing Calendar Properties

You can edit the following calendar properties: the calendar name, description, time zone, free and busy availability, and color.

To edit calendar properties:

  1. In the Calendar section, select a calendar.

  2. From the toolbar in the Calendar section, select the Calendar Properties icon (the cogwheel icon), and then select Calendar Properties.

    The Calendar Properties dialog box appears.

  3. Do any of the following:

    • To rename the calendar, enter a name in the Calendar Name field.

    • To enter or change the description, enter a description in the Description field.

    • To set whether events scheduled on this calendar affect your availability, select or deselect Include in Free/Busy Lookup.

    • To change the calendar time zone, select a time zone from the Timezone list.

    • To change the color of your calendar, select a color from the Color list.

    • Copy the calendar URL

  4. Select OK.

Related Topics

Calendar Page

Deleting Calendars

You can delete any calendar except the default calendar for your account.

To delete a calendar:

  1. In the Calendar section, select the calendar to delete.

  2. From the toolbar in the Calendar section, select the Delete or Unsubscribe Calendar icon and confirm the deletion.

Sharing Calendars and Unsharing Calendars

Sharing calendars makes it possible for other users to subscribe to them. You can grant one of the following permissions to users from your corporate address book:

  • None: the selected user cannot subscribe to this calendar.

  • Read: the selected user can subscribe to your calendar and see event details.

  • Read + Write: the selected user can subscribe to your calendar and can see event details and create events on the calendar.

  • Owner: the selected user can subscribe to your calendar, has Read + Write permission, and can modify calendar properties.

To share and unshare a calendar:

  1. In the Calendar section, select a calendar.

  2. From the toolbar in the Calendar section, select the Calendar Properties icon (the cogwheel icon), and then select Share Calendar.

    The Share Calendar dialog box appears.

  3. Select the Share Calendar check box.

  4. Specify who to share the calendar with and what users who subscribe to the calendar can do:

    • To share the calendar with anyone who subscribes, select an access permission level for the anyone user.

    • To share the calendar with only specific subscribers, select the address book icon and select the contact to share the folder with. Select the Add icon to add another email field and share the folder with another contact.

  5. Select Save.

    The users to whom you gave permission can now subscribe to the calendar.

  6. (Optional) To stop sharing a calendar with a specific user, from the Share Calendar dialog box, set the Access Permissions list to None for that user.

  7. (Optional) To completely stop sharing a calendar, from the Share Calendar dialog box, deselect the Share Calendar check box.

Related Topics

Subscribing to and Unsubscribing from a Shared Calendar

Calendar Page

Subscribing to and Unsubscribing from a Shared Calendar

You can subscribe to any calendar that has been shared with you.

To subscribe to and unsubscribe from a calendar:

  1. From the toolbar in the Calendar section, select the Create or Subscribe to a Calendar icon (the calendar icon), and then select Subscribe to Calendar.

    The Subscribe page appears.

  2. In the Find field, enter the email address of a contact to whose calendar you would like to subscribe.

    The shared calendars belonging to that user are listed.

  3. Select the calendars to which you want to subscribe and select the Subscribe button.

    Calendars to which you have subscribed are added to the Calendar section under the Subscribed folder. Convergence creates the Subscribed folder automatically when you subscribe to a folder for the first time.

  4. (Optional) To unsubscribe from a shared calendar, in the Calendar section, select the calendar, and then select the Delete or Unsubscribe Calendar button.

    The Remove Subscribed Calendar dialog box appears asking you to confirm that you want to unsubscribe from the calendar. Select OK.

Related Topics

Sharing Calendars and Unsharing Calendars

Calendar Page

Printing Calendars

You can perform a quick print or an advanced print of your calendar. When printing calendars, see the following topics:

Performing a Quick Print

Printing a calendar means that you print a list of its events and tasks. You can print multiple calendars at a time.

To perform a quick print of your calendar:

  1. In the Calendar section, place a check mark beside each calendar whose events you want to print.

  2. From the Calendar Page toolbar, select the view you want to print: Calendar or Agenda.

  3. Select the icon for the time period you want to print. For example, to print your calendar for the month, select the Month icon.

  4. From the Calendar page toolbar, select the Print icon.

    The print function for your browser appears.

  5. Follow the instructions for your browser to print the calendar.

Performing an Advanced Print

Printing a calendar means that you print a list of its events and tasks. You can print multiple calendars at a time.

To perform an advanced print of your calendar:

  1. In the Calendar section, place a check mark beside each calendar whose events and tasks you want to print

  2. From the Calendar Page toolbar, select the down arrow beside the Print icon and select Advanced Print.

    The Print Calendar dialog box appears.

  3. From the View list, select the view you want to print.

  4. In the Starts list and Ends list, set the date range that you want to print.

  5. For the Daily and Weekly view, use the From field and To field to specify the time period to print.

  6. From the Calendars list, deselect any calendars whose events and tasks you do not want to print.

  7. Select OK.

    The print function for your browser appears.

  8. Follow the instructions for your browser to print the calendar.

Importing Events and Tasks from Other Calendars

You can export events and tasks from another calendar service or application and import them into Convergence to quickly populate your Convergence calendars.

Note:

On tablets, you cannot import tasks or events.

When you export events and tasks, the service or application generates an export file. This is the file that you import into Convergence. You can import events and tasks that have been exported as ICS files into Convergence.

This section assumes you have already exported events and tasks from another service or application.

To import events and tasks:

  1. From the toolbar in the Calendar section, select the Import/Export icon (the book icon with a small device on top) and select Import.

    The Import Events and Tasks dialog box appears.

  2. Select Browse and navigate to and select the ICS file to import.

  3. From the Calendar list, select the calendar into which to import the events and tasks.

  4. Select OK.

Related Topics

Working With Calendars

Exporting Events and Tasks from Your Calendars

Exporting Events and Tasks from Your Calendars

You can export events and tasks from your calendars to an export file, which you can then import into a calendar service or application to quickly populate your calendar.

Note:

On tablets, you cannot export tasks or events.

You can export events and tasks as an ICS file.

To export tasks and events:

  1. From the Calendar toolbar, select the Import/Export icon (the book icon with a small device on top) and select Export.

    The Export Events and Tasks dialog box appears.

  2. From the Calendar list, select the calendar whose tasks and events you want to export.

  3. Use the Start and End fields to specify the period for which to export tasks and events.

  4. Select OK.

    Convergence creates and ICS file, which your browser downloads.

Related Topics

Working With Calendars

Importing Events and Tasks from Other Calendars

Setting Privacy Options

To set privacy options for your calendar service:

  1. In the Calendar section, select a calendar.

  2. From the toolbar in the Calendar section, select the Calendar Properties icon (the cogwheel), and then select Privacy Settings.

    The Privacy Settings dialog box appears.

  3. (Optional) To specify privacy settings for another user's calendar that you haven been given permission to manage, select the address book icon next to the Settings For field and select the user from your address book.

  4. Specify the privacy options:

    • User: Set options for the default user anyone. The options you set on the anyone user apply to all users in your corporate address book. Select the Add from Address Book icon to add a specific user.

    • Access Permissions: Select the level of permissions to your calendar you grant to others.

      • None: The selected users cannot check your availability or invite you to events.

      • Check Availability: The selected users can check your availability.

      • Invite: The selected users can check your availability and invite you to events.

      • Manage: The selected users can manage your calendars and modify your privacy settings.

    • Add and Remove: Select the Add icon to add a row. Select the Remove icon to remove a row.

  5. Select Save.

Calendar Page

Use the Calendar page to view events and tasks for selected calendars.

The name of the page assumes the name of the calendar view.

Element Description
New Event Select to create an event.
New Task Select to create a task.
Print Select to print the current view. Select the down arrows beside the Print icon and select Advanced Print to perform an advanced print. Advanced printing enables you to select the view, duration, and the calendars.
Refresh Select to refresh the list of events or tasks in the current view.
Search field Enter text to search for events or tasks in the current view.
Search options Select the magnifying glass icon in the search field and select the search attribute for the search.
  • All attributes (default): Searches by all the other attributes in this list

  • Title: Searches by the title of the event or task

  • Location: Searches by the event location

  • Description/Notes: Searches by the description for the event

  • Attendees: Searches by the email subject or the email sender

  • Organizer: Searches by the text in the body of the email

  • Type: Searches by the type

  • Advanced Search: Opens the Advanced Search page

Calendar button Select to display your calendar events in a calendar grid.
Agenda button Select to display your calendar events in chronological order for the specified period of time. For time, select one of the following icons:
Invitations button Select to display your invitations for upcoming events in the order they occur.

To filter your invitations, select one of the following Show options:

  • All: Shows all invitations

  • Open: Shows invitations to which you have not responded

  • Accepted: Shows invitations that you have accepted

  • Declined: Shows invitations that you have declined

  • Maybe: Shows invitations to which you have answered maybe

  • Sent: Shows invitations that you have sent

Tasks button Select to display your list of tasks. To filter the list, select one of the following icons:
  • Pending Tasks: Displays all incomplete tasks

  • Upcoming: Displays tasks with a due date in the future

  • Past Due: Displays tasks with a due date in the past

  • Completed: Displays tasks you have completed

  • All Tasks: Displays all tasks

To sort your tasks, select one of the Sort by options:

  • Due Date: Sort tasks in chronological order according to their due date

  • Priority: Sort tasks by their assigned priority

  • Status: Sort tasks by their percentage complete

View period Select one of these calendar icons in the top-right corner to change the period for the view you are using:
  • Day: Displays events one day at a time

  • Week: Displays events for a week at a time

  • Next 7: Displays events for the next seven days

  • Month: Displays events for a month at a time


Related Topics

Working With Calendars

Organizing Events

Attending Events

Working with Tasks

Searching Your Calendars