# Calendar

## Calendar view

The calendar view lets you visualize submissions over time and plan upcoming work.

![](/files/yBkI401ss3gqP5NxgcMB)

### Make sure your form is configured accordingly

For data to be displayed in this view, the form **must be configured**. It needs to have a **start date** and an **end date** (date/time type). This operation is performed in the **parameters tab** of your form, under the '**Data Representation**' section.

You can also set a default duration (optional) for the submission with the dedicated field below

<figure><img src="/files/ROIqc8fPEMsP7QYY9biA" alt=""><figcaption></figcaption></figure>

### Access to the calendar view

To access the calendar view, open **the side menu** — the same menu used to switch between the mixed, mosaic, and map views — and select **Calendar View**.

The calendar has **4 display modes**, selectable from the **top toolbar**:

![](/files/hXNnSXs28p6TwvARuGui)

* **Agenda**, which shows the content of the selected day
* **Week**, a weekly representation of your submissions
* **Month**, events scheduled for the desired month
* **Timeline**, which serves as a scheduling tool for your teams.

On the left side of the toolbar:

* The arrows allow you to navigate along the calendar.
* The 'Calendar' icon allows you to quickly return to **the current date**.

![](/files/xOI1Hd6NjqwyKVPfhnnf)

### Add a filter

As with all views, it is possible to **apply a filter** to improve **readability** or **find the information** you are looking for. **A filter button** next to the view selection allows you to open **the side menu** and access the filters panel.

This menu allows you to **select the filter(s)** to apply to your data. You will find a list of fields present in your form, with the option to **configure the corresponding filter**.

Once the configuration is done, you can filter your data by clicking the '**Apply**' button.

**An icon** will appear next to the field name to indicate an **active filter** on that column. **The field** will also be **displayed at the top** of the menu, allowing you to quickly see the active filters and remove them if needed

## Calendar Interactions

Please bear in mind that these interactions will run any automations you have configured on the form (if the triggers & conditions are met)

### Create a submission

You can **create** events **directly from your calendar** view. There are **two ways** to do this: first, the classic method by using the **plus button** located at the top right.

It is also possible to create a new event by **clicking directly on the desired date** in the calendar, where the start and end d**ates will automatically be filled** in the submission.

![](/files/cMbeUUcRQaYvYyxi1z5E)

### Move a submission

You can drag & drop submissions to change their schedule. It will automatically update the start and end dates of your submissions.

![](/files/rHZhsMfcLSBVOSZlsHvO)

When doing so, a dialog box opens towards the bottom of the screen in case you want to cancel your modifications. After 3 seconds, the submission is saved with your new dates.

### Change the duration of submissions

It's also possible to edit the duration of a submission by resizing the submission's card

![](/files/vU0e5FCrRUtyzr9T897y)

## Timeline view

The timeline view organizes submissions by assigned user on a horizontal time axis — best used for scheduling team workloads.

{% hint style="info" %}
The timeline view covers scheduling (who does what, and when). For managing submission lifecycle states (pending → in progress → done), see [Tasks](/user-documentation/use/tasks.md).
{% endhint %}

### Pre-Requisite: Adding an assignee

The timeline view will be unavailable as long as you did not define a user field serving as assignee in your form. To do so, you need to have a user field in your form, and head to the "Workflow" menu of the form builder. You will be able to select any user field of your form to define the assignee of the submission. Once this is done, the view won't be greyed out anymore.

![](/files/fzzEdu5281rixCFmZYqE)

{% hint style="info" %}
If the user field you select to act as assignee is restricted to a certain group (on the user field's option), only the users from that group will be displayed in the timeline view.
{% endhint %}

![](/files/VXvLdRGTbBAvmSOqk9HS)

### Overview

The timeline view allows you to navigate between 3 distinct time granularities (Day, Week, Month) through the + and - icons on the top right of the screen. By default, the granularity is set to the weekly one.

![](/files/7pCG4XZ3Wg66btyf41v6)

On the vertical axis, are displayed the active users of your workspace. A search bar is also there to allow you to search users efficiently. If a user's name is greyed out, it means that the user doesn't have any assigned submissions on the selected timeframe.

Submissions that are scheduled (having a start & end date and time) but don't have yet an assigned user will be displayed in the top row under "Not assigned".

{% hint style="info" %}
Currently, if a submission is not scheduled (no start & end date and time), you won't be able to visualize it in this view
{% endhint %}

## Timeline view interactions

On top of supporting all the actions of the calendar view described in this document, the timeline view also has another possible interaction

### Change the assignee of a submission

You can change the assignee of a submission by dragging and dropping a submission from one row to another.

![](/files/eP71cKnHsV3LIZro8Edw)

## Side panel : Submissions to plan & to assign

By clicking on the "grid" button, you can open a side panel

<figure><img src="/files/ORWjVojkmkxbu4irhWaj" alt=""><figcaption></figcaption></figure>

In this side panel, you will find 3 different sections, with different submissions and their count:

* **To assign & schedule:** submissions that don't have their start & end date filled, nor their assignee field filled
* **To assign:** submissions with start & end dates filled, but assignee not filled. Please note that in this panel, you will only see the submission with start & end dates that are within the timeframe displayed on the calendar. In the above example, it'll only show submissions that don't have an assignee, and have a start & end date between the 18th of May and the 24th of May
* **To schedule**: submissions with assignee filled, but not the start & end date.

### Drag & Drop from the panel to the calendar

You can drag & drop a submission from the left side panel to the calendar. Upon dropping the card, the [default duration](#make-sure-your-form-is-configured-accordingly) set in the form will apply. When the view doesn't allow to drop the card at a specific time (agenda, month, timeline, ...), the default start date will be set at 12:00pm

* **From "to assign" to the calendar:** Because the submission already has planned dates, you can only move a submission on a user name, in order to assign it to him

<figure><img src="/files/OwByVR4nCOtKmBO06Ai7" alt=""><figcaption></figcaption></figure>

* **From "to schedule" to the calendar:** Because the submission is already assigned, you can only move a submissions on the assigned user's row. It will schedule for that user

<figure><img src="/files/W7esuenGUGxEprplD0Y3" alt=""><figcaption></figcaption></figure>

* **From "to assign & schedule" to the calendar:** You can drop the card anywhere on the calendar.

<figure><img src="/files/uf7oydSQXppsNTgEIE1Y" alt=""><figcaption></figcaption></figure>

### Drag & drop from the calendar to the panel

* **From the calendar to "to assign":** It will remove the assignee, but keep the planned dates
* **From the calendar to "to schedule":** It will remove the planned dates, but keep the assignee
* **From the calendar to "to assign & schedule":** It will remove both the planned dates & the assignee

<figure><img src="/files/xwS5iLyO7tRY4vgHhBLM" alt=""><figcaption></figcaption></figure>

### Drag & drop from the panel to the panel

You can drag & drop cards between the different sections of the panel.

* **From "to assign" to "to assign & schedule":** Removes the planned dates
* **From "to schedule" to "to assign & schedule":** Removes the assignee

<figure><img src="/files/vhnk2rykGUEUZZZYzd56" alt=""><figcaption></figcaption></figure>


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