Use the calendar and schedule meetings

View company events, holidays, birthdays, task due-dates and meetings in one place.

For: Everyone · Category: Communication

The Calendar page merges five sources into a single view: public holidays (seeded from your country), company events (added by owners/admins/HR), employee birthdays, scheduled meetings and task due-dates. You can switch between an Org view (everything for the whole company) and a My view (only items that involve you).

Steps

  1. Open Calendar - Choose Calendar in the sidebar. Both owners/managers and employees see it.
  2. Switch scope - Toggle between Org (company-wide) and My (personal) at the top. Org shows all company events, holidays, birthdays and your meetings. My shows only meetings you are invited to and your own tasks.
  3. Switch view - Toggle between Month (grid) and Agenda (list). Click a day in the month grid to jump to the agenda for that day.
  4. Schedule a meeting - Click "New" (or the calendar-plus button). Everyone can schedule a meeting: pick a date, time, title, optional location/link, and add attendees from the directory. Attendees receive a notification and can RSVP (accepted, declined, tentative).
  5. Add a company event (owners/admins/HR) - From the "New" dropdown, choose "Company event". Pick a type (Maintenance, Announcement, Deadline, All-hands, or Other), set the date/time, and save. The event appears on the Org calendar for everyone.
  6. Edit or delete an event - In agenda view, org events show edit (pencil) and delete (trash) buttons. Only owners, admins and HR can modify company events.
  7. Click a task due-date - Task items on the calendar link back to the Tasks board so you can open the task directly.
  8. View meeting details - Click any meeting to see its details, attendees and RSVP statuses.

Tips

  • Public holidays are seeded automatically from the country you chose at sign-up.
  • Birthdays appear from employees' date-of-birth field - encourage staff to fill this in during onboarding.
  • The colour legend at the top of the calendar shows which colour represents holidays, birthdays, meetings, company events and tasks.

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