Calendar Portlets

Calendar portlets list your activities ordered by date and time, with links to drill down into individual activity records. The calendar portlet is displayed by default on the Activities tab, and you can add it to dashboards on other tabs.

You can add multiple calendar portlets to each dashboard. They work independently, so you can show different calendars and time frames on the same page.

Calendar portlet

In each calendar portlet, you can select a daily, weekly, monthly, or agenda view. You can also display your own calendar or the public calendar for another entity in your organization. See Toggling Calendar Portlet Settings.

To change the types of activities listed in a calendar portlet, click the Set Up menu option for the portlet. See Choosing the Activities Shown in a Calendar Portlet.

You can print the details from a calendar portlet by clicking its Print menu option.

You can also expand the portlet to full-screen view by clicking the double arrow icon The Double Arrow icon. In full-screen view, the portlet displays more columns and rows in the search results.

To add a Calendar portlet to a dashboard:

  1. Click Personalize in the upper right corner of your dashboard or use Personalize Dashboard in the Settings portlet.

  2. On the Standard Content tab of the Personalize Dashboard palette, click the Calendar icon or drag it onto the dashboard.

    Calendar icon

Toggling Calendar Portlet Settings

In each calendar portlet, you can toggle the following settings:

If you want to change the default values for these settings, click Calendar Preferences in the upper right corner of the Activities tab. For details about setting calendar preferences, see Setting Calendar Preferences.

You can move the calendar forward and backward in time by clicking the > and < buttons.

Calendar toggle settings.

Choosing the Activities Shown in a Calendar Portlet

Click the Set Up menu option for a calendar portlet to open a popup window where you can set the types of activity records to show in the portlet. The Calendar popup may include the following options:

Related Topics

General Notices