How to Schedule Team Calendar

This article is for managers and team leads, who manage small business teams and need quick, at-a-glance information for everyday operations.

Planning Work on a Job/Project

1. Open the Jobs/Projects register
2. Go to the "Calendar" tab
3. Click "Add Event"
4. Enter the event title and duration
5. Add participants. You can add one or multiple people
6. The event will automatically appear in each participant’s calendar
7. Save

Employee Calendar and Capacity Overview

• To see how busy an employee is, open their calendar in their employee profile. 
• All scheduled meetings, tasks, and events are shown here.
• A team manager can view calendars for all members of their team or department.