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 can be added to dashboards on other tabs.

You can add multiple calendar portlets to each dashboard. They act independently of each other and so provide the flexibility of displaying different calendar and time frame configurations on one page.

Calendar portlet

In each calendar portlet, you can select among a daily, weekly, monthly, or agenda view. You also can choose to display your own calendar or the public calendar for another entity within the 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.

Additionally, you can expand the portlet to full-screen view by clicking the double arrow icon The Double Arrow icon. The full-screen view of 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 quickly 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

You can click the Set Up menu option for a calendar portlet to bring up a popup where you can set the types of activity records that are shown in the portlet. The Calendar popup may include the following options:

Related Topics

General Notices