Calendar

Overview

The Calendar provides a full-featured scheduling interface integrated with your external calendars (e.g., Google Calendar). View, create, edit, and delete events, and link events to conversations to keep your scheduling and messaging in one place. The calendar supports month, week, day, and list views.

How to Access

• Navigate to Calendar in the sidebar menu.
• Available to all roles. Team admins can view other team members' calendars.

Interface Overview

The page shows:

1. Header: Page title, user/calendar filter dropdown, settings dropdown, and add event button.
2. Calendar Grid: Shows events as colored blocks. Supports:
   • Month view: Overview of the entire month
   • Week view: Hourly time grid for the week (default)
   • Day view: Hourly time grid for a single day
   • List view: A text-based list of events for the week
3. Navigation: Previous/Next buttons and a "Today" button to jump to the current date.
4. Color Legend: At the bottom, shows which color corresponds to which calendar.

Features & Actions

Switch Views

What it does: Changes the calendar display format.

Steps:

• Use the buttons in the top-right of the calendar: Month, Week, Day, or List.

Navigate Dates

What it does: Move forward or backward in time.

Steps:

• Click Prev or Next to move by one period (month/week/day depending on view).
• Click Today to jump back to the current date.

Filter by User

What it does: Shows events for a specific team member, your own calendar, or all calendars.

Steps:

1. Click the user dropdown in the header.
2. Choose:
   • A specific team member to view their calendar.
   • My Calendar to view only your events.
   • All to view events from all team members.
3. The calendar refreshes automatically.

Important notes:

• Only team members from teams where you are an admin are available in the dropdown.

Toggle Weekends

What it does: Shows or hides Saturday and Sunday columns.

Steps:

1. Click the settings (gear) icon in the header.
2. Toggle the Weekends checkbox.
3. The calendar updates immediately.

Important notes:

• Your weekend preference is saved locally and persists across sessions.

Create a New Event

What it does: Opens a dialog to create a new calendar event.

Steps:

1. Click the + (plus) button in the header.
2. Fill in the event details:
   • Title: Event name (required).
   • Date and Time: Start date, start time, end time. For all-day events, start and end dates.
   • Location: Optional location text.
   • Guests: Add attendee email addresses. Type an email and press enter.
   • Description: Optional notes for the event.
   • Calendar: Select which external calendar to create the event on (only writable calendars are shown).
3. Click Add to create the event.

Important notes:

• When you set a start time, the end time defaults to 30 minutes later for new events.
• Guests are validated as email addresses.
• The event is created on the selected external calendar (e.g., Google Calendar) and synced back.

View Event Details

What it does: Opens a dialog with the event's full details and the linked conversation.

Steps:

1. Click on any event in the calendar.
2. A large dialog opens with two tabs:
   • Event tab: Shows event details (title, date/time, location, attendees, description) with edit and delete options.
   • Conversation tab: Shows the linked conversation chat. If no conversation is linked, shows a form to create or link one.

Edit an Event

What it does: Modifies an existing event's details.

Steps:

1. Click on the event to open the detail dialog.
2. On the Event tab, click Edit.
3. Modify the title, date/time, location, attendees, or description.
4. Click Save to confirm, or Cancel to discard.

Important notes:

• The Edit and Delete buttons only appear for events that are editable (your own events on writable calendars).
• Changes are synced to the external calendar.

Delete an Event

What it does: Removes an event from the calendar.

Steps:

1. Click on the event to open the detail dialog.
2. Click Delete.
3. The event is removed from both Aurora and the external calendar.

Link a Conversation to an Event

What it does: Associates an existing conversation (or creates a new one) with a calendar event.

Steps:

1. Click on an event to open the detail dialog.
2. Switch to the Conversation tab.
3. If no conversation is linked, use the new room form to search for or create a contact.
4. Click Add to link the conversation.

Important notes:

• Once linked, you can view and continue the conversation directly from the calendar event dialog.

Fields Reference

Field	Description	Required
Title	Event name	Yes
Start Date	Event start date	Yes
End Date	Event end date (for all-day events)	For all-day events
Start Time	Event start time	For timed events
End Time	Event end time	For timed events
Location	Location or meeting link	No
Guests	Attendee email addresses	No
Description	Event notes or details	No
Calendar	Which external calendar to use	For new events

FAQ

Q: Why can't I edit or delete an event? A: Only events on calendars where you have write access can be edited or deleted. Events from shared calendars or calendars you only have read access to will show as view-only.

Q: How do I connect my Google Calendar? A: Google Calendar integration is set up in Settings > Integrations. Once connected, your events will appear automatically.

Q: Can I see other team members' calendars? A: Yes, if you are an admin of a team, you can select other team members from the user dropdown to view their calendars.

Q: What happens when I link a conversation to an event? A: The event becomes associated with that conversation's contact. You can then access the chat directly from the event dialog.

Related Features

• Room Events