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System and Organization Calendars

In your Oro application, you can add calendars with tasks and events related to a specific user, other users in the system (subject to the roles and permissions defined), as well as events defined for the whole organization or system.

Events in the System and Organization calendars can be viewed by all the users within the system/organization. The ability to create, edit, and delete events depends on the user’s roles and capabilities.

Note

See a short demo on how to create and manage calendars, or keep reading the step-by-step guidance below.

This section details how to:

Create System and Organization Calendars

To create a system calendar:

  1. Navigate to System > System Calendars in the main menu.

  2. Click the Create System Calendar.

  3. The Create System Calendar page will appear:

    Define the following fields:

    Field Description
    Calendar Name* This is the only mandatory field. Defines the name used to refer to the calendar in the system.
    Color* Choose the color used to highlight events in the calendar by default.
    Scope* Define if this is a system or organization calendar (meaningful for enterprise edition only).
  4. Click Save.

Add an Event to a Calendar

To add an event to a calendar:

  1. Navigate to the calendar page.

  2. Click Create Calendar Event.

  3. The Create Calendar Event page will appear. The form has the following fields:

    Name Description
    Title* The event name. Must be defined.
    Description A free text field that you can use for additional information about the event
    Start* Time the event starts. Must be specified.
    End* Time the event ends. Must be specified.
    All day event Defines whether the event will take place for a whole day.
    Color Defines the color to be used to highlight the event when displayed in the calendar.

Note

You can view, edit and delete calendars and calendar events from the page of all calendars.

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