Calendar View

In triConvey, the Calendar tab acts as your shared calendar, where you can choose to see anyone's calendar or set up group calendars as well.

Table of Contents

• Getting Started
• Entering Calendar View
  • triConvey Desktop App
  • triConvey Companion Site Web App
• View multiple calendars
• Create or edit a calendar event
  • triConvey Desktop App
  • triConvey Companion Site Web App
• Change the calendar view
  • triConvey Desktop App
  • triConvey Companion Site Web App
• Print the calendar view
• Create group calendars
• Add a label to a calendar event

Getting Started

If you have connected triConvey to Outlook, your triConvey calendar events should sync with your Outlook calendar and vice versa.

Entering Calendar View

triConvey Desktop App

1.    Select Calendar from the triConvey Home Dashboard.

triConvey Companion Site Web App

1.    Select Calendar from the left panel.

View multiple calendars

1.    Choose which Group Calendar or Staff Calendar you wish to see by selecting or deselecting the check mark on the left panel.

2.    All selected calendars will have their events appear on the main calendar and can be differentiated by the calendar colour.

Create or edit a calendar event

triConvey Desktop App

1.    Either:

• double-click on an empty area in the calendar;  or
• select Event from the triConvey Action Bar.
  

2.    You can also edit an existing calendar event by double-clicking on it.

triConvey Companion Site Web App

1.    Either:

• double-click on an empty area in the calendar; or 
• select New Event at the top of the calendar.
  

2.    You can also edit an existing calendar event by double-clicking on it.

Change the calendar view

triConvey Desktop App

1.    Select Day, Work Week, Week, Month or Timeline on the top-right corner of the calendar to change your default view.

triConvey Companion Site Web App

1.    Select Day, Work Week, Week or Month on the top-right corner of the calendar to change your default view.

Print the calendar view

The Print feature on your calendar can only be accessed from the triConvey desktop app.

1.    Select Print from the triConvey Action Bar. 

2.    Choose from Daily View, Weekly View or Monthly View.

3.    You can also print individual appointments:

1. Click on an event in the calendar.
2. Select Print from the triConvey Action Bar.
3. Select Appointment.
   

Create group calendars

Group calendars can be used to track events that involve more than one staff member, such as meeting room bookings.

Tip:  Group calendars can only be created using the triConvey Desktop App but they can be viewed on the triConvey Companion Site web app.

1.    Select Calendar from the triConvey Home Dashboard and select Manage calendars.

2.    Select Create a new Calendar .

3.    Name your group calendar and select a colour.

4.    Select Save.

Add a label to a calendar event

You can add additional labels to a calendar event, to further categorise calendar events, by right-clicking on the event and selecting Label As.

Tip:  Calendar labels are not available on the triConvey Companion Site web app.