Once your Calendars are set up, they become a central tool for managing schedules and coordinating work across your team. From daily task planning to tracking production milestones, Calendars support visibility and accountability throughout your workflow.
This article explains how to locate and navigate your Calendars, create and manage Events, and connect Estimates and Orders to scheduled activities. By understanding how to use these features together, you can keep projects organized and ensure important dates stay on track.
Table of Contents
Locating Calendars
1. Click the Calendar icon.
Note: This can be found at the top right of each screen within CoreBridge.
a. These tabs switch the view between previously selected favorites or all calendars.
b. Clicking on a calendar name opens the calendar.
c. View Calendars takes you to the calendars screen.
Note: Clicking into a calendar from the quick menu or the calendar screen opens the same calendar. The difference in functionality is that when opening a calendar from the screen, you will have a dropdown allowing you to quickly navigate between calendars.
2. Click View Calendars.
3. Select a Calendar to open it.
a. The ellipsis gives you the option to mark a calendar as a favorite.
Note: Calendars can be managed in System Settings / System / Calendars.
Calendar Overview
a. The dropdown allows you to switch which calendar you are viewing.
b. Clicking the 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. The arrows adjust the schedule forward or backward. The amount of time the view shifts depends on the option you’ve selected on the right (month, week, day, etc.)
d. This button resets the view to the current day.
e. Here you can select how the calendar is displayed, with options for month, week, day, or list views.
Adding an Event
Add events from the calendar workspace below, or from Sales / Scheduling. For more information, please see Scheduling Overview.
1. Open the calendar as shown above, then click the Plus button.
2. Give this event a short, recognizable Title.
3. Use the dropdown to select a Category, if desired.
Note: Categories can be managed in System Settings / System / Calendar Categories. For more information, please see Calendar Categories.
4. Use the dropdown menus to populate the Dates and Times for the event, including whether this is an all day event and if it repeats in the future.
5. Provide an Address, if applicable.
6. Provide a short Description, if desired.
7. Click on Add Linked Record to link an Estimate or Order to this event.
Note: See below for more details.
8. Click Save.
Linking Estimates or Orders
1. In the event dialog, click Add Linked Record.
2. Select the Estimate or Order.
3. Click Save.
Note: Once linked, the record will display as a clickable link to the record. See example below.
Example:
