4 Calendar

The Calendar component of Convergence enables you to create and manage calendars from your browser.

The Calendar component enables you to perform the following tasks:

  • Create, Edit, Delete events and tasks.
  • Share your calendar with others.
  • View other calendars.
  • Invite contacts from your address book to events.
  • Invite other calendar users to your events.
  • Set notifications for events and tasks.
  • Manage Calendars. This includes creating multiple calendars and setting calendar properties.
  • Import and Export Calendars to and from other applications.
  • Print Calendars

The following are some of the sections covered:

To work with Calendars:

  • In two-pane layout, click Calendar on the left-side navigation panel.

  • In three-pane layout, click the Hamburger Menu (three line menu icon in top corner of the Convergence UI), then, click Calendar.

The Calendars tab appears in the right pane.

In two-pane layout, the calendar toolbar at the top of the Calendar stack panel displays the following icons:

  • Create or Subscribe to Calendar
  • Calendar Properties
  • Delete or Unsubscribe Calendar
  • Toggle Mini Calendar
  • Import/Export

In three-pane layout, the following calendar options are available in the Actions drop-down list in the calendar toolbar:

  • Create or Subscribe to Calendar
  • Calendar Properties
  • Delete or Unsubscribe Calendar
  • Import/Export

In three pane layout, the toggle button is available in the calendar toolbar to show/hide mini calendar.

List of calendars appear in the left side navigation panel in a tree format and a mini calendar appears on the left bottom side.

  • My Calendars: Displays all the calendars that you have created. The calendars appear in a tree format. The calendars that you create appear in various colors.
  • Subscribed: All the calendars that you have subscribed to are listed under the Subscribed tree.
  • Mini Calendar: Displays a miniature calendar. By default, the calendar for the current month appears. Click the next and previous arrows to view the calendar for the other months. At the bottom of the mini calendar, select the year for which you want to see the calendar. You can see the current year, the previous year and the next year. By default, the current year is selected. To view the calendar for a separate year, select the year from this list.

Events

You can create events on the calendars you own or manage. Calendar enables you to create a one-time or recurring events. For a detailed description of each field, see How Do I Create an Event?

For each event you can specify the following attributes:

  • Title: Title to briefly describe the event.
  • Calendar: Calendar in which the event is scheduled.
  • All Day: Specifies if the event is an all day event.
  • Start, End: Specifies when the event is scheduled to start and end.
  • Location: Specifies the location where the event is being held in the location attribute.
  • Description: A description about the event. For example, include the agenda of the event in this text box.
  • You can specify if the event is a public or a private. Public events are visible to all users who subscribe to your calendar. You can also specify an option to only display the date and time of the event.
  • You can set your availability during the time the event is in schedule. The options are free or busy.

    Note:

    Some Convergence deployments are configured such that calendar events configured as busy time automatically change your Instant Messaging status to Do Not Disturb. Ask your administrator if this feature is enabled.
  • Event Type: One or more categories that help classify the event.
  • Invitations: Add attendees to your event. Select attendees or groups from any of your address books. Specify individual contacts (by name or email address) or groups. Enter attendee names into the Invitation field or select the address book icon and search your address books. The attendees you select appear in a list beneath the Invitation field. You can filter the list. You can mark attendees as optional. By default, attendees are marked as mandatory.
  • Check Availability: Enables you to check the availability of your invitees by checking if they are free or busy at the time you want to organize that event.
  • Attachments: Adds attachments for your events.
  • Recurrence: Specifies the recurrence pattern for your event, if the event you want to create occurs frequently.
  • Reminders: Schedules reminders for your events. For example, you can set a reminder that alerts you 15 minutes prior to the start of the event.

This section contains the following topics:

How Do I Quickly Create an Event?

Convergence enables you to quickly create an event by using the single-click functionality and also by dragging the mouse pointer from one point of time to another.

To quickly create an event, perform the following steps:

  1. In two-pane layout, select Calendar from the service selector panel in Convergence UI . In three-pane layout, click the Hamburger menu (three line menu icon) in top corner of the Convergence UI, then, click Calendar. The Calendar tab appears in the right pane.
  2. Click any calendar view from the Calendar toolbar.

    The following views are available:

    • Day
    • Week
    • Next 7
    • Month
  3. Click the time during which you want to create the event.

    Based on the position where you click, the nearest approximate time is chosen. The time slots are available in 15 minutes duration. A callout appears displaying a text area where you can enter the event details. By default the event duration is 1 hour. To increase or decrease the duration of the event, you can drag the event by using the mouse pointer.

    OR:

    Drag the mouse pointer from one point of time to another during which you want to create the event. When you release the mouse button a callout appears displaying a text area where you can enter the event details. The total time you have selected by dragging the mouse pointer is taken as the duration of the event. Increase or decrease the duration of the event by placing the mouse pointer close to the two parallel horizontal lines shown close to the bottom of the event, clicking and dragging down/up.

  4. Enter the event details in the text area labeled Event: The quick-add event functionality enables you to create an event based on the provided description. For example, if you provide the description 1pm lunch at the Counter in the text area, the event attributes that are assigned to the time, location, and title are 1pm, the Counter, and lunch respectively.
  5. Click Create Event.

    Note:

    The quick-add functionality creates a simple event with the time, date, event name, and the description attributes. To create an event with more attributes such as reminders, recurrence, and attachments, see How Do I Create an Event?

How Do I Create an Event?

To create an event:

  1. From the Calendar toolbar, click New Event. A blank event tab appears.
  2. In the Title field, enter a title for the event.
  3. From the Calendar list, select the calendar in which you want to create the event. If you have shared or subscribed calendars, they appear in the drop-down list.
  4. Select the date on which you want to schedule this event by clicking in the text area provided in the Start section. To select a date:
    1. A mini calendar opens when you place the mouse cursor in the text area. Select the date on which you want to schedule the event. On selecting the date from the mini calendar, the date is automatically entered in the format configured for displaying dates. You can navigate to the next or previous months by clicking the arrow keys. You can also select the year from the bottom of the mini calendar. Or, enter in the date in the text area.
    2. Enter the time at which you want to schedule this event provided in the adjacent window. Or, click top and down arrow keys provided. This option is available only when the event is not an entire day event.
    3. If the event is scheduled for an entire day, select the check box provided for the All Day event.
  5. Do any of the following:
    • Attach a file. From the event toolbar, click Attach and select a file to attach from the dialog box. To remove an attachment, click Remove beside the attachment.
    • Configure the event to recur. Click Recurrence. See How Do I Create a Recurring Event? for more information.
    • Configure a reminder. Click Reminder. See In What Ways Can I Receive Reminders and How Do I Set Them? for more information.
    • Specify the time zone in which you want to schedule this event. Click Time Zone. The Time Zones window appears with a drop-down list of all the time zones. Select the time zone from the drop-down list and click Set. To know more about how to schedule an event at a different time zone other than your calendar time zone, see How Do I Schedule an Event in a Time Zone Other than My Calendar Time Zone?.
    • In the Location field, specify a location for the meeting.
    • In the Description field, enter a description of the meeting.
    • From the Event is list, specify the visibility of the event:
      • Public: Events that are visible to all the calendar subscribers. By default, all events are public.
      • Private: Events are visible only to the participants of the event.
      • Show Date and Time Only: Events that only display the date and time of the event to other users.
    • From the Show as list, specify your availability during the event:
      • Busy
      • Free

        Some deployments are configured such that calendar events configured as busy time automatically change your Instant Messaging status to Do Not Disturb. Ask your administrator if this feature is enabled.

    • Configure the calendar event with one or more categories:
      • From the Event Type list, specify one or more categories. For example, you can classify a calendar event as an Appointment and Personal.
      • From the text field below the Event Type list, enter one or more custom categories, separated by a comma. For example, in addition to the Appointment and Personal categories, you could also classify a calendar event with Medical and XRay by entering Medical, XRay.
  6. (Optional) Add attendees to your event:

    Select attendees or groups from any of your address books. Specify individual contacts (by name or email address) or groups. Enter attendee names into the Invitation field or select the address book icon and search your address books.

    The attendees you select appear in a list beneath the Invitation field. You can filter the list.

    By default, attendees you add to an event are marked as mandatory participants. To change an attendee's participation:

    1. From the list of invited attendees, select the drop-down to the right of an attendee's name.
    2. From the context menu, select Mark Attendee as Optional.
    For an optional attendee, the context menu shows Mark Attendee as Mandatory option. Select Mark Attendee as Mandatory from the context menu to change an attendee's participation.
  7. Click Save.

    The event is created. A notification is sent all attendees.

How Do I Create an Event from My Email?

Calendar lets you to create an event from the contents of a message. The attributes for the email are automatically populated from the message.

The parts of the message are assigned to various attributes of the event. When you create an event from a message, you are the organizer of the event. The To and Cc recipients are assigned as the participants of the event. They are invited when the event is created. The subject of the email is the title of the event. The message body is the description of the event.

To create an event from a message:

  1. Right-click the message that you want to create into an event. Select Other from the drop-down list.
    • A drop-down list appears with the actions you can perform on this message.
  2. Select: Create Event from Message.
    • A New Event tab in your Calendar is created with the attributes of the message mapped to the event. You can modify the attributes or add more attributes to the new event.

How Do I Schedule an Event in a Time Zone Other than My Calendar Time Zone?

By default, every event that you create is scheduled to the time zone of the calendar in which you create the event.

To create an event in a time zone other than the calendar default time zone, perform the following steps:

  1. Create the event by following the steps described in "How Do I Create an Event?"
  2. Click Time Zone from the New Event tab toolbar. The Time Zone Settings window appears with a list of all the time zones.
  3. Select the time zone from the drop-down list.
  4. Click Set to set the time zone for the event.

How Do I Check the Availability of the Participants in My Events?

You can check the availability of the participants in the events you create. The check availability feature retrieves the time slots from all of the participants' calendars and provides a graphical interface with the time slot that suits all the participants.

To check the availability of the participants in your events, perform the following steps:

  1. Create the event and add the participants of the event. See "How Do I Create an Event?" The participants are added in the Invitations and Reservations window.
  2. After adding the participants, click Check Availability. The Availability window appears showing the following options:
    • A legend showing the various color coding schemes used to indicate the status of a participant of the event as per the calendar. The following options are available:
      • Confirmed: The participant has accepted an event at this time.
      • Busy: The participant is busy at this time.
      • Tentative: The participant's status is tentative and may be available during this time.
      • Unknown: The participant's email address could not be verified or the participant has chosen not to publish availability information and hence the information is not available.
    • At the bottom of the Availability window, the following options are available:
      • Auto Select Time: Click this option to automatically select the first available slot that suits all participants of the event. The time slot is highlighted in the availability portion of the slot with a green border.
      • Earlier, Later: To select other slots when the participants are available, use the Earlier and Later.
  3. Click Auto Select Time to find the first available time slot during which all participants are available. You can select a later or earlier slot by clicking Later or Earlier.
  4. Click Accept to set the time of the event when you have found a suitable time slot for organizing the event. The event attributes are set based on the time slot selected.

Note:

Error messages appear when attempting to add users who have provided None or Check Availability statuses in their Privacy Settings. For more information on Managing Scheduling permissions, see: How Do I Set Calendar Properties?

How Do I Clone an Event?

When you clone an event, a copy of the event is created. All attributes of the event are cloned except the attachment.

To clone an event from another calendar:

  1. Select the event that you want to clone from any of the calendar views. A balloon tool tip appears displaying the basic information about the event.
  2. Click Add/View additional Details link. A new tab is created displaying all the attributes of the event in edit mode.
  3. Click Clone Event. A Notice window appears displaying the message "Item Successfully Cloned". Click OK. Calendar view will show the cloned event with the same attributes.
  4. Open the cloned event in edit mode to modify the Event details to suite your requirements.
  5. Click Save.

How Do I Edit Events That Are Already Created?

You can edit events on any accessible calendar in which you have write or manage permission.

Do one of the following:

  • Double-click the event that you want to edit. This can be done from any of the calendar views.
  • Use the drag-and-drop feature if you want to change the date or time of the scheduled event. From any of the calendar views, drag and drop the event from the original date or time to the new date or time. Attendees of the modified events are sent an update that includes the updated event.
  • Select the event and click the View Event Details link.
The event appears in edit mode in a new tab in the calendar pane. You can modify the attributes based on your requirement. Click Save on the calendar toolbar to save the event.

If the calendar event that you are editing is configured as a recurring event, you are asked to choose whether to edit just a single instance of the event or all the instances in the series.

How Do I Send a Calendar Event Through Email?

When you create a calendar event, invitees are automatically notified through email, as long as your site has enabled this feature. Within mail, they can open the calendar appointment to click one of the following options: Yes, Maybe, or No.

If your site has not enabled this feature, invitees receive a plain email notification.

See: How Do I Accept or Decline a Calendar Event Through Email?

How Do I Delete Events?

You can delete events on any accessible calendar in which you have write or manage permission.

To delete an event:

  1. From any calendar view, tap on the event that you wish to delete. A popup for the event appears, displaying basic information about the event.
  2. Click Delete Event. The following scenarios are available when deleting events:
    • Deleting a Recurring Event: If the event you want to delete is a recurring event, a Confirm Delete Event window appears. Because a recurring event is set to repeat, you are asked if you want to delete this instance of the event or delete all instances of the event. If you want to delete only the current instance, click Delete this one. If you want to delete all instances, click Delete All.
    • Deleting Appointments: If the event you are deleting is an appointment, you are asked for a confirmation before deleting the event. Subsequently, the appointment is deleted from the user's calendar.
    • Deleting Meetings: Depending on your role in the deleted meeting, the following actions are performed. If you are the organizer, a notification is sent to all participants that the event has been cancelled.

How Do I Create a Recurring Event?

You can configure a calendar event as a recurring event, which means it repeats according to a configured pattern.

To create a recurring event:

  1. Modify an existing event (see How Do I Edit Events That Are Already Created?) or create a new event (see How Do I Create an Event?).
  2. Click Recurrence. The Recurrence dialog box appears with Repeat drop-down box in the dialog box. None option is selected as default. The Repeat drop-down menu has the following options:
    • None
    • Daily
    • Weekly
    • Monthly
    • Yearly
    The Repeat drop-down menu has the following options:When the user selects an option other than None, the Ending drop-down menu and Advanced Check box appears in the Recurrence dialog box. The Ending drop-down menu has the following options:
    • Never
    • By
    • After
  3. Optionally, select the Advanced check box to add more details into the recurring event.
  4. Click OK to save the setting for recurrence.

In What Ways Can I Receive Reminders and How Do I Set Them?

You can get notified in the following ways:

  • Email
  • SMS

You can set notifications for your events and tasks as well as from the calendar options.

  1. Click Reminders for the event or task.
  2. Select the time interval before or after which you want to be notified by selecting the options from the drop-down list. The available options are:
    • Hours
    • Days
    • Minutes
    • On a specific date and time: To be notified on a particular date, select this option. The reminder settings widget interface changes accordingly asking you to enter the date and time on which you want to be notified. You can select the date by placing the mouse cursor on the date text box and select the date from the mini calendar. You can also enter the date in the format specified for entering calendar dates.
  3. Select the mode of notification (Email or SMS Message) in the drop-down list. For SMS and Email notifications, you need to provide the appropriate phone number and email address respectively.

Note:

You have the option to set the reminder in received invitations. When you open an invitation, the UI shows the Reminders option that you can use to set the reminder.

Searching Events or Tasks In My Calendar

Calendar provides various options to search from.

You can search your events or tasks by filtering on the following attributes:

  • All Attributes. By default calendars are searched based on all attributes.
  • Title
  • Location
  • Description/Notes
  • Type

You can search for events or tasks in your calendar by using the following methods:

How Do I Perform a Basic Search for Events or Tasks?

To perform a basic search:

  1. In two-pane layout, select Calendar from the service selector panel in Convergence UI . In three-pane layout, click the Hamburger menu (three line menu icon) in top corner of the Convergence UI, then, click Calendar.
  2. Choose whether to search for events or tasks. Do one of the following:
    • To search for events, select a calendar view, such asCalendarorAgenda.
    • To search for tasks, select theTaskview.
  3. In the Quick Search field (in the top-right corner of the work area), click the down arrow to select your search criteria:
    • All Attributes: Searches all the attributes listed below. This is the default search criteria.
    • Title: Searches only the title of your events and tasks.
    • Location: Searches only the location of your events and tasks.
    • Description/Notes: Searches only the description or notes of your events and tasks.
    • Attendees: Searches only the attendees of your events.
    • Organizer: Searches only the organizer of your events.
    • Type: Searches only for events and tasks with a matching type.
  4. In the Quick Search field, enter the text for which you want to search. Events and tasks are filtered as you enter text that matches the search criteria.
How Do I Perform an Advanced Search for My Events or Tasks?

The advanced search functionality is available in all views of the calendar.

To use the advanced search functionality for events, follow these steps:

  1. In two-pane layout, select Calendar from the service selector panel in Convergence UI . In three-pane layout, click the Hamburger menu (three line menu) icon in top corner of the Convergence UI, then, click Calendar.
  2. In the Quick Search field (in the top-right corner of the work area), click the down arrow and select Advanced Search. The Advanced Search tab appears.
  3. From the Search Calendar drop-down list, select the calendar that you want to search.
  4. Do any of the following:
    • From the In list, specify the type of item for which you want to search:
      • Events and Tasks
      • Events Only
      • Tasks Only
    • From the Search list, specify the attribute for which you want to search:
      • All Attributes
      • Title
      • Location
      • Attendees
      • Organizer
    • From the Date Range field, specify a range of dates in which to search.
    • In the Search For field, enter the text for which you want to search.
  5. Click Search.

Invitations

Invitations are added to the calendar when you are added as an attendee for an event.

While viewing your invitations, you have the option to list all the open invitations that you have not accepted, declined, or tentatively accepted. You can select one or more of the invitations and accept, decline, or tentatively accept each of these invitations. Accepted invitations inherit the default reminder that you set.

This section contains the following topics:

How Do I Manage My Invitations?

To manage invitations, follow these steps:

  1. Click Invitations from the Calendar view toolbar in the right pane. You can change your calendar view or filter your invitations to see more or fewer invitations. See How Do I View All My Invitations? for more information. All invitations available for your criteria appear.
  2. Click the invitation that you want to manage. The following details are available:
    • The Title of the invitation.
    • Sender's details.
    • Date, Start Time and End Time of the invitation.
    • Location
    • The status of your attendance:
      • Yes: You will attend the invitation.
      • Maybe: You are unsure whether you can attend the invitation.
      • No: You cannot attend the invitation. If neither Yes, Maybe, or No is selected, then you have not specified a status. You can select or change your status by clicking an unselected button.
    • A trash can icon to delete the event.
  3. Click the title of the event to manage the details of the invitation. A new tab with the details of the events appears.
  4. Click Reminders to set up a system-generated reminder for the event. The Reminder dialog box appears. Do the following:
    1. Configure when you want to receive the reminder. You can configure the reminder to occur on a specific date and time, or to occur a specified number of minutes, hours or days before or after the event. You can also choose to receive the reminder by email or SMS.
    2. Click Save Reminder.
  5. From the Show As list, specify your availability during the event. Select Busy or Free. Other users can check your availability when sending you an invitation. Depending on how your system is configured, your calendar availability may also affect your Instant Messaging status. Ask your system administrator for more information.
How Do I View All My Invitations?

To view all invitations in your calendar, follow these steps:

  1. Click Invitations on the calendar toolbar.
  2. Select the view in which you want to see the invitation. Select a view by clicking any of the following options:
    • Day
    • Week
    • Next 7
    • Month
    All Invitations available in the selected view appear.
  3. To filter on any of the invitation responses above, click on the appropriate option. For example, to view only accepted invitations, click Accepted. By default, all invitations are listed.
    • The following details are available:
      • The Title of the invitation.
      • Sender's details.
      • Date, Start Time and End Time of the invitation.
      • Location
      • The status of your attendance:
        • Yes: You will attend the invitation.
        • Maybe: You are unsure whether you can attend the invitation.
        • No: You cannot attend the invitation. If neither Yes, Maybe, or No is selected, then you have not specified a status. You can select or change your status by clicking an unselected button.
      • A trash can icon to delete the event.
  4. Click the title of the event to manage the details of the invitation. A new tab with the details of the events appears. See How Do I Manage My Invitations? for more information.

Tasks

The calendar module enables you to create tasks and record them in a selected calendar.

A task has the following attributes:

  • Title: Title for the task.
  • Calendar: Calendar on which you want to create the task.
  • Priority: Priority of the task.
  • Progress: Progress in percentage.
  • Due: Date or time the task is due. You can also create a task without a due date or time.
  • Location: Location of the task.
  • Notes: Brief description or notes about the task.
  • Privacy: Task privacy. For example, you can create a task that is publicly visible, private task or a task that only displays the date and time.
  • Task Type: One or more categories that help classify the task.
  • Attachments: Task Attachments.
  • Recurrence: Specify frequency for a recurring task.
  • Reminders: Enables you to set a reminder for the tasks created.
  • Time Zone: Time zone in which this task is scheduled.

How Do I Quickly Create Tasks?

The quick create task option enables you to set minimal attributes for the task.

To quickly create a task, perform the following steps:

  1. In two-pane layout, click New Task icon in the Quick Actions menu in the upper-left corner of the Convergence UI. In three-pane layout, select New Task from the New Event drop-down list in the upper-left corner of the Convergence UI. The Create Task window appears.
  2. Set the following properties in the Create Task window.
    • Name: Enter a title for your task.
    • Priority: Enter the priority you want to assign to your task. The following options are available:
      • Low
      • Normal
      • High
  3. Select the calendar in which you want to create this task from the Calendar drop-down list.
  4. Select the visibility you want to assign to this task from the Task is drop-down list. The following options are available:
    • Public: Select this option if you want others to see this task.
    • Private: Select this option if you do not want others to see this task.
    • Show Date and Time: Select this option if you want others to only see the date and time.
  5. Click Create Task.

How Do I Create Tasks?

To create a task:

  1. From the Calendar toolbar, click New Task. A blank New Task tab appears.
  2. In the Title field, enter a title for the task.
  3. From the Calendar list, select the calendar in which you want to create the task. If you have shared or subscribed calendars, they appear in the drop-down list.
  4. Do any of the following:
    • Attach a file. From the event toolbar, click Attach and select a file to attach from the dialog box. To remove an attachment, click Remove beside the attachment.
    • Configure the task to recur. From the event toolbar, click Recurrence. You can configure a daily, weekly, monthly, or yearly recurrence patterns.
    • Configure a reminder. From the event toolbar, click Reminders. You can configure the reminder to arrive before the deadline, or on a specific date and time. You can configure the reminder as an email or as an SMS message.
    • Configure the task with a different time zone from the selected calendar. From the toolbar, click Time Zone.
    • From the Priority list, assign a priority to the task. By default, new tasks have a priority of Normal.
    • From the Progress list, record the progress you have made towards completing the task. By default, new tasks have a progress of 0%.
    • From the Due list, assign a deadline for the task. By default, new tasks have a deadline of None. Select Date to assign a target day as the deadline. A calendar widget appears to help you assign a deadline. Select Date/Time to assign a target day and a specific time as the deadline. A calendar widget and a time widget appear to help you assign a deadline.
    • In the Location field, enter a location for this task.
    • In the Notes field, enter notes for the task.
    • From the Task is list, specify the visibility of the task:
      • Public: Events that are visible to all the calendar subscribers. By default, all events are public.
      • Private: Events are visible only to the participants of the event.
      • Show Date and Time Only: Events that only display the date and time of the event to other users.
    • Configure the task with one or more categories:
      • From the Task Type list, specify one or more categories. For example, you can classify a task as Training and Business.
      • From the text field below the Task Type list, enter one or more custom categories, separated by a comma. For example, in addition to the Training and Business categories, you could also classify a task with Soft Skills and Career Goals by entering Soft Skills, Career Goals.
  5. Click Save. The task is created.

How Do I Create a Task from My Email?

Calendar lets you to create a task from the contents of a message. The attributes for the email are automatically populated from the message.

The parts of the message are assigned to various attributes of the task. When you create a task from a message, the task is created in the user's default calendar. The subject of the email is the title of the task. The message body provides the notes in the task.

To create a task from a message:

  1. Right-click the message that you want to create into a task. Select Other from the drop-down list.
    • A drop-down list appears with the actions you can perform on this message.
  2. Select: Create Task from Message.
    • A New Task tab in your Calendar is created with the attributes of the message mapped to the task. You can modify the attributes or add more attributes to the new task.

How Do I Edit Tasks that I Already Created?

To edit a task, perform the following steps:

  1. Click Tasks from the calendar toolbar. A list of all the tasks appears with a minimal set of attributes.
  2. Click the title of the task. If your task does not appear on the list, you can search your tasks by typing the search attributes in the search text field. To know more about how to Search Tasks, see "How Do I Search for a Task from My Calendar?". The task appears in a new tab in edit mode.
  3. Edit the required attributes of the task.
  4. Click Save.

How Do I Delete Tasks?

To delete a task, perform the following steps:

  1. Click Tasks from the calendar toolbar. A list of tasks appears with a minimal set of attributes. If your task does not appear on the list, you can search your tasks by typing the search attributes in the search text field. To know more about how to Search Tasks, see "How Do I Search for a Task from My Calendar?".
  2. Click the delete icon located to the right of the task, under the Status column. A dialog box appears prompting for a confirmation on the delete action.
  3. Click Delete.

How Do I Search for a Task from My Calendar?

To search for tasks in your calendar, see " Searching Events or Tasks In My Calendar".

Views

Calendar enables you to view your events, tasks, agenda, and invitations in the following views:

  • Day View
  • Week View
  • Month View
  • Next 7

This section contains the following topics:

Calendar Views

Calendar views display information about your calendar events for a specified period of time. You can view events in the following views:

  • Day: Displays events for the day.
  • Week: Shows events for theweek.
  • Next 7: Shows events for the next 7 days starting from the current day..
  • Month: Shows events for the month.

To view events in your calendar in the various views, perform the following steps:

  1. Click Calendar on the calendar toolbar. By default the Day view is selected and the events for the day appear.
  2. Select the view by clicking any of the icons: The following options are available:
    • Day: The events for the current day appear. At the right hand side you can navigate to the next or previous days by clicking the arrow provided.
    • Week: The events for the current week appear. Use the arrow to navigate to the next or previous weeks.
    • Next 7: The events of the next seven days appear. Use the arrow to navigate to the next or previous seven days.
    • Month: The events of the current month appear. Use the arrow to navigate to the next or previous months.
    The events appear based on the selected view. The starting and ending days of the current view appears at the right hand side corner. You can view the events for the next or previous set of days by clicking the right or left arrow provided at the right of the view toolbar.

Agenda

The Agenda view displays information about your calendar events for a specified period of time.

To view events in the Agenda view:

  1. Click Agenda on the Calendar toolbar. By default, the agenda for the current day appears.
  2. Click the options on the right hand side of the panel to filter your agenda items: The following options are available:
    • Day: The agenda items for the current day appear. At the right hand side you can navigate to the next or previous days by clicking on the arrow provided.

    • Week: The agenda items for the current week appear. Use the arrow to navigate to the next or previous weeks.

    • Next 7: The agenda items for the next seven days appear. Use the arrow to navigate to the next seven days or the previous seven days.

    • Month: The agenda items for the current month appear. Use the arrow to navigate to the next or previous months.

    Convergence displays your calendar events in chronological order. Each event can display text or icons that communicate the following information about the event:
    • The event title

    • The event description

    • The date and time of the event

    • The event location

    • Your response to the event

    • Whether you are the event organizer

    • Whether the event is recurring

    • Whether a reminder is configured on the event

    • Whether you invited others to the event

    • Whether there are files attached to the event

    • Whether your participation is optional or mandatory

    • Whether the event is private

Invitations

To view events in the Invitations view:

  1. Click Invitations on the Calendar toolbar.
  2. Click the options on the right hand side of the panel to filter your invitations: The following options are available:
    • Day: The invitations for the current day appear. At the right hand side you can navigate to the next or previous days by clicking on the arrow provided.
    • Week: The invitations for the current week appear. Use the arrow to navigate to the next or previous weeks.
    • Next 7: The invitations for the next seven days appear. Use the arrow to navigate to the next of previous seven days.
    • Month: The invitations for the current month appear. Use the arrow to navigate to the next or previous months.
  3. You can display invitations in the following criteria, by clicking the corresponding options. For each view, the number of invitations under that category appears in parenthesis.
    • All: Displays all invitations.
    • Open: Displays open invitations that you have not accepted, declined, or responded to with a maybe.
    • Accepted: Displays all accepted invitations.
    • Declined: Displays all declined invitations.
    • Maybe: Displays the invitations for which you have set attendance as Maybe.
    • Sent: Displays all invitations that you sent.

Tasks

To view tasks in the Task list, click Tasks on the Calendar toolbar.

You can display tasks in the following criteria, by clicking the corresponding options:

  • Pending Tasks: Displays pending tasks.
  • Upcoming: Displays the upcoming tasks.
  • Past Due: Displays pending tasks that are due in the past.
  • Completed: Displays the tasks that are complete.
  • All Tasks: Displays all tasks.

You can also sort the tasks by using the following criteria:

  • Due Date
  • Priority
  • Status

Managing Calendars

You can perform the following operations to manage your calendars:

  • Create New Calendars: Create new calendars. For example, create a home calendar that's separate from your work calendar.
  • Share Calendars: Share your calendars with one or more users.
  • Subscribe Calendars: Subscribe to other's calendars.
  • Set Time Zones: Configure the time zone for your calendar. This is set to your default time zone.
  • Set a description for your Calendar: A short description for your calendar.
  • Delete Calendar: Delete personal calendars that you own.
  • Include Availability lookup: Specify whether your calendar should display events and tasks when other users perform a free busy lookup on your calendar.

All the calendars can be referenced by using an HTTP URI. The HTTP URI enables other users to anonymously view your calendar. The URI can be used by other permitted users to access your calendar.

This section answers the following questions:

How Do I Create a New Calendar?

You can add a new calendar if you want to maintain a separate calendar for specific projects, a home calendar, and so on. You can also share this calendar with a subscriber, provided you set the correct permissions. For more information on calendar sharing, see: How Do I Share a Calendar?

To add a new calendar:

  1. In two-pane layout, select Calendar from the service selector panel in Convergence UI . In three-pane layout, click the Hamburger menu (three line menu) icon in top corner of the Convergence UI, then, click Calendar.
  2. Click the Create or Subscribe to Calendar icon on the Calendar toolbar on the left pane in two-pane layout.

    Click Create or Subscribe to Calendar from the Actions drop-down list on the Calendar toolbar on the left pane in three-pane layout.

  3. Select Create Calendar from the drop-down list.

    The Create Calendar window appears.

  4. Enter the following information:
    • Calendar Name: Name of new calendar
    • Description: Description of Calendar
    • Include in Free/Busy Lookup: Check if you want this calendar included in free/busy lookup for scheduling
    • Timezone: Select your timezone
    • Color: Select the color for the calendar
  5. Click OK.

    A new calendar is created.

How Do I Set Calendar Properties?

To set calendar properties:

  1. In two-pane layout, select Calendar from the service selector panel in Convergence UI . In three-pane layout, click the Hamburger menu (three line menu) icon in top corner of the Convergence UI, then, click Calendar.
  2. Click the down arrow next to the Calendar Properties icon on the Calendar toolbar in two-pane layout. Click Calendar Properties from the Actions drop-down list on the Calendar toolbar in three-pane layout.
  3. Select the Calendar Properties option from the drop-down list. Set the following properties for your calendar in the Calendar Properties window that appears.
    • Name: Enter the calendar name. To rename a calendar, Enter the new name.
    • Description: Provide a description for the calendar in the description field.
    • Time Zone: Set a time zone for your calendar. To set a time zone, select the time zone from the drop-down list.
    • Color: Set a color for your calendar from the drop-down list.
    • In addition to the above properties, a URL to the shared calendar is also available. This URL can be used to access a calendar anonymously.
  4. Click OK. The calendar properties are set.

How Do I Share a Calendar?

You can share a calendar with other users, set access permissions for users, check availability of the users, and invite the users.

To share a calendar:

  1. In two-pane layout, select Calendar from the service selector panel in Convergence UI . In three-pane layout, click the Hamburger menu (three line menu) icon in top corner of the Convergence UI, then, click Calendar.
  2. Click the down arrow next to the Calendar Properties icon on the Calendar toolbar in two-pane layout. Click Calendar Properties from the Actions drop-down list on the Calendar toolbar in three-pane layout.
  3. Select the Share Calendar option from the drop-down list to set accessibility permissions for your calendar. Choose from the following options:
    • Share Calendar: To share your calendar with other users, select this check box.
    • In the section below Share Calendar, specify a list of people with whom you want to share this calendar.

      This section has the following columns:

      • User: You can share the calendar and set the access permissions to all the users by selecting the Access Permission option next to Anyone. Click the (+) icon at the end of the row to add a user with whom you want to share the calendar. Click the Address Book icon to choose a user then set the access permissions.
      • Access Permissions: For each user, assign access permissions by selecting one of the following options:
        • None: Select this option if you do not want to share your calendar with other users. This option indicates that the calendar cannot be shared.
        • Read: Select this option to provide read access to other users. This access permission enables other users to view event details.
        • Read + Write: Select this option to provide read and write access to other users. In this case, other users can read and modify events on your calendar.
        • Owner: Select this option to provide the owner rights of the calendar. The other users can do any operation that the owner has on a shared calendar.

        Add or remove rows by clicking plus or minus provided at the end of each row.

Click Save to set the access permissions.

How Do I Set Privacy Settings?

Users can set access permission options, such as None, Read, Read+Write, and Owner permissions from the Share Calendar option. Scheduling permissions options, such as None, Check Availability, Invite, and Manage are set from the Privacy Settings option.

To set the privacy settings:

  1. Select a calendar from My Calendars.

    Note:

    Do not select a calendar from the Subscribed list of calendars. Privacy Settings are associated with the user not with the calendar.
  2. Click the down arrow next to Calendar Properties icon from the Calendar toolbar in two-pane layout. Click Calendar Properties from the Actions drop-down list on the Calendar toolbar in three-pane layout. Choose from the following options:
    • Calendar Properties: Provide the basic information about the calendar.
    • Share Calendar: Provide access permissions for your calendar.
    • Privacy Settings: Provide scheduling permissions for all your calendars.
  3. Select Privacy Settings to set the scheduling permissions. The Privacy Settings dialog appears.

    Note:

    If the Privacy Settings option is disabled in the Calendar Properties menu, it's because you selected a Subscribed calendar instead of a calendar from the My Calendars list.
  4. In the Settings For field, select the user whose calendar you are setting user access permissions. The default is your calendar. If you have been granted permission to manage someone else's calendar, from the corporate address book, select the user from your address book who has given you permissions to manage calendar privacy settings. With these permissions, you are able to view, update, and save the user's privacy settings. If you view the privacy settings of a calendar for a user who has not authorized you to manage privacy settings, the following error appears: "You do not have permission from this user to perform this action."
  5. You can set privacy settings for all users by selecting the Access Permissions option next to Anyone. Click the ( + ) icon at the end of the row to add a user. Enter the user name and then set privacy settings.
    • Click the down arrow in the Access Permissions option.

      The following options appear.

      • None: Select this option if you do not want grant any scheduling permissions.
      • Check Availability: Select this option if you are allowing other users to check your availability. This option only displays your status (free or busy). The event details are not visible to others.
      • Invite: Select this option to enable other users to invite the user to a calendar event. This permission also includes the Check Availability access permission.
      • Manage: Select this option to enable other users to manage your scheduling and privacy settings.
      Add or remove rows by clicking plus or minus provided at the end of each row.
  6. Click Save.

    The privacy settings are set.

How Do I Subscribe to a Calendar?

You can subscribe to any calendar that has at least Read permission.

To subscribe to a calendar, perform the following steps:

  1. In two-pane layout, select Calendar from the service selector panel in Convergence UI . In three-pane layout, click the Hamburger menu (three line menu) icon in top corner of the Convergence UI, then, click Calendar.
  2. Click the Create or Subscribe to Calendar icon on the Calendar toolbar on the left pane in two-pane layout. Click Create or Subscribe to Calendar from the Actions drop-down list on the Calendar toolbar on the left pane in three-pane layout.
  3. Select Subscribe to Calendar from the drop-down list . The Subscribe tab appears on the right pane.
  4. Enter the user name or the email address to search in the text box provided. A list of all users matching the search criteria are listed in the search pane.
  5. Select the calendar that you want to subscribe to by selecting the corresponding user name. All calendars belonging to the user are listed in the right pane. For each calendar, the permissions assigned to the calendar are also provided. All calendars that are already subscribed by the user and those that cannot be subscribed by the user are disabled. These calendars cannot be selected.
  6. Select the calendars to subscribe to by selecting the corresponding check box for each calendar.
  7. Click Subscribe. The selected calendar is added to the list of subscribed calendars in the Calendar service pane.

How Do I Unsubscribe From a Calendar?

To unsubscribe from a calendar perform the following steps:

  1. Right-click the calendar to unsubscribe. The following options appear:
    • Properties
    • Unsubscribe
  2. Select Unsubscribe. The Remove Subscribed Calendar dialog appears.
  3. Click OK to unsubscribe from the calendar.

Optionally, you can select the calendar:

Click the Delete or Unsubscribe Calendar icon on the Calendar toolbar in the left pane in two-pane layout.

Click Delete or Unsubscribe Calendar from the Actions drop-down list on the Calendar toolbar in the left pane in three-pane layout.

How Do I Set Time Zones for My Calendar?

To set time zones for your calendar:

  1. Click the down arrow next to the Calendar Properties icon on the Calendar toolbar in two-pane layout. Click Calendar Properties from the Actions drop-down list on the Calendar toolbar in three-pane layout.
  2. Select the Calendar Properties option from the drop-down list. The Calendar Properties dialog box appears.
  3. Choose the timezone from the Timezone drop-down menu.
  4. Click OK.

Importing and Exporting

You can export and import your events and tasks to and from other calendar applications.

The following formats are supported:

  • iCal

The import and export feature of Calendar lets you to quickly populate your tasks and events to and from other calendar applications without you having to create the events and tasks manually.

This section contains the following topics:

Importing Calendars

In two-pane layout, you can import your events and tasks from other calendar events by clicking the Import/Export icon on the calendar toolbar.

In three-pane layout, you can import your events and tasks from other calendar events by selecting the Import/Export option from the Actions drop-down list on the calendar toolbar.

How Do I Import Calendars Events and Tasks that I Create in Other Calendar Applications?

To import events and tasks:

  1. In two-pane layout, click the Import/Export icon from the calendar quick actions menu. In three-pane layout, select the Import/Export option from the Actions drop-down list on the calendar toolbar.
  2. Select Import. The Import Events and Tasks window appears.
  3. In the Select File section, click Browse. Select the file you want to import by navigating through the file system.
  4. Select the calendar into which you want to import the events from the Calendar folder selector widget.
  5. Click OK. When the process is complete, a message box indicating that the import has succeeded appears. If an error occurs while reading the imported file, an appropriate message appears and you will be prompted to try the import operation again.

Exporting Calendars

Convergence lets you to export your events and tasks in the iCal format. You can then import the exported events and tasks into other applications that support the iCal format. You also have the option to export your events and tasks in a specific date range.

How Do I Export my Events and Tasks?

To export your events and tasks:

  1. Click Import/Export icon on the Calendar toolbar in the left pane in two-pane layout and select Export. Click Import/Export from the Actions drop-down list on the calendar toolbar in the left pane in three-pane layout and select Export. The Export Events and Tasks window appears.
  2. Select the calendar you want to export from the Calendar drop-down menu. By default, the calendar that you have currently chosen appears.
  3. Specify the dates between which you want your events and tasks to be exported. Calendar exports the events and tasks that you created in between the specified dates. If you do not specify any dates, all events and tasks are exported.
  4. Click OK.

Printing Calendars

Convergence lets you to print events on your selected calendar.

The following print styles are supported:

  • Daily
  • Weekly
  • Monthly
  • Next 7

For more information, see the following topic:

How Do I Print Calendars?

To print a calendar:

  1. Click the down arrow next to Print on the Calendar toolbar. The following options are available:
    • Print: The Calendar Print window appears after selecting this option.
    • Advanced Print: The Print Calendar dialog box appears after selecting this option.
  2. Select Advanced Print from the drop-down list. The Print Calendar dialog box appears.
  3. Select the calendar view that you want to print by clicking any of the views. The options are:
    • Daily
    • Weekly
    • Monthly
  4. Select the start date from the Starts drop-down list.
  5. Select the end date from the Ends drop-down list.
  6. Select the hours you want to print from the From and To drop-down lists.
  7. Select the calendars you want to print by clicking the check box from the list of Calendars.
  8. Click OK. The calendar data is formatted and sent to the configured printer.

Note:

Be sure to enable printing of background colors and images in your browser. If you do not enable printing of backgrounds, items such as status icons for invitee response do not print.