Calendar

Overview

Calendar is our very first release of the in-Portal calendar management functions. Let call this our MVP (Minimum Viable Product).

As you can see in the calendar view we have 3 levels:

Level 1: set out the Milestones. This will display entries that have been specifically identified as a milestone (not implemented yet)

Level 2: set out the Task. This will display any matter components or project task that you have been assigned to and have a due date (not implemented yet).

Level 3: is your outlook calendar entries. This will display any outlook calendar entries.

In the Calendars sections we can;

• View our calendar
• Add a new calendar entry
• Edit a calendar entry
• Delete a calendar entry

Permissions

As a user with Calendar permissions, you will be able to Create, View, Edit and Delete Calendar entries from the Portal.

To access Calendars, you need to have the following permissions.

• Calendar.View

Add a Calendar entry

To add a new calendar entry, click on your calendar. This will open a box where you can enter the calendar Title, start/end date and time. Clicking save will create the calendar entry.

Your calendar entry is automatically synced with your Office 365 calendar.

Edit a Calendar entry

To edit a calendar entry, click on the calendar entry you wish to edit. This will open a box, and clicking edit within that box will allow you to edit the Title, and start/end date and time.

After changing the data in the field click the save button to save the changes.

Since the calendar entry is synced with your Microsoft Office 365 calendar you can also access your new entry from there and edit it directly in the Outlook calendars, inviting someone to attend or making the invite an online meeting,

Delete a Calendar entry

To delete a calendar entry, click on the calendar entry you wish to delete. This will open a box, and clicking on the delete button within that box will the delete the calendar entry.