Calendars in CoreBridge provide a shared, centralized view designed for team collaboration and streamlined scheduling. With this feature, you are able to coordinate tasks, manage resources, track key deadlines, and stay aligned across departments, ensuring everyone is on the same page and working efficiently.
Table of Contents
Adding Calendars
Navigate to Settings / System / Calendars.
1. Click the Green Plus button.
2. Name - This name is visible to all users and should be used to differentiate between other calendars.
3. Description - This should explain clearly what the calendar will be used for.
4. Click Save.
After clicking Save, the page will refresh with the option to use an integrated calendar if you have one installed in your system. For more information on Calendar Integrations, please see Google Calendar, or Microsoft Calendar.
5. Use the dropdown to select which Calendar Provider you would like to use and sign in to the appropriate integration as directed.
Using Calendars
To use a calendar, navigate to My Profile / Calendars.
1. Click into a calendar to view details and add events.
a. The dropdown allows you to switch which calendar you would are to viewing.
b. Clicking the Green Plus button allows you to add an event to the calendar.
Note: A pop-up will appear where you can enter the necessary information. See below for more information.
c. Click the left arrow to view earlier dates, or the right arrow to advance to future dates.
d. These tabs change the calendar view from a month, week, or day overview, or to a list of items.
e. This heart will designate this calendar as a favorite and will be visible on the previous screen.
Adding an Event
Navigate to My Profile / Calendars.
1. Click into the appropriate calendar.
2. Add a Title for the event.
3. Use the dropdown to select the highlight color.
4. Select your starting and ending dates.
5. Select your starting and ending times.
6. Use this checkbox to indicate an All Day Event.
7. If desired, you may fill in details on the even here.
8. Click Save.
