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.
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– Calendar portlets are standalone items. They can be set up to display other calendars and date periods. For example, you may choose to display a Group calendar in the Monthly view to assist with meeting scheduling.
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– The center portlet is set up with a Weekly view of your personal calendar, providing a snapshot of the week ahead.
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 full-screen view of the portlet displays more columns and rows in the search results.
To add a Calendar portlet to a dashboard:
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Click Personalize in the upper right corner of your dashboard or use Personalize Dashboard in the Settings portlet.
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On the Standard Content tab of the Personalize Dashboard palette, click the Calendar icon or drag it onto the dashboard.
Toggling Calendar Portlet Settings
In each calendar portlet, you can quickly toggle the following settings:
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Displayed Calendar: By default, the calendar portlet displays My Calendar, a calendar of your own activities. To display activities for another entity within your organization that has a public calendar, click My Calendar and select that entity from the list. Entities with private calendars are not listed. To learn how to make a calendar public, see Setting Calendar Preferences.
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Calendar View: Daily, Weekly, Monthly, or Agenda.
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.
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:
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Show Events – Enabled by default.
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Show Blocking Tasks – Enabled by default.
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Show Non-Blocking Tasks – Enabled by default. Non-blocking tasks are those that do not reserve time. They appear first on your calendar on the day for which they are scheduled.
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Show Blocking Phone Calls – Enabled by default.
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Show Non-Blocking Phone Calls – Enabled by default. Non-blocking phone calls are those that do not reserve time. They appear first on your calendar on the day for which they are scheduled.
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Show Canceled Events – Disabled by default. If this option is enabled, canceled events appear in the calendar in strikethrough text.
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Show Campaign Events – Disabled by default. Available if your role gives you access to Campaign records.
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Show Resource Allocations – Disabled by default. This option appears when you are designated a project resource and have active allocations. If this option is enabled, the project name for each allocation is displayed for each day you are allocated.
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Show Weekends in Monthly View – Enabled by default.
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Records to Display in Agenda View – Is set to Today’s Activities Only by default. Can be set to Today’s and Upcoming Activities.
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Number of Records to Display in Agenda View – Is set to 7 by default. This field must have a value set.
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Number of Records to Display in Maximized Agenda View – Is set to 15 be default. This field must have a value set.