Calendar View

Analysis of your To Do List is a key factor in focusing your efforts on the items that need to be done now to achieve your goals. The Calendar View gives you a complete view of your items for a month, within the view you can hide completed items so that only items that need action are displayed. While in the Calendar View you can click on any item to update the details and reflect that straight away in a refreshed view.

To access the Calendar View click on the 'Calendar View' image in the Analysis section of the ribbon.

When you click on 'Calendar View' the view is refreshed for the current items in the workbooks To Do Lists. The date used for the view will be the previous date used when the Calendar View was last refreshed. The key functions available on the calendar are shown for the pop-up menu and allow you to change the display, edit items or move a particular month view. The functions are

Set Month - will pop-up the date picker and lets you set the date in which the Calendar is displayed

Show/Hide Completed - will toggle the display of completed or cancelled items. Completed items are always shown in grey back colour

Next Month > - will refresh the view for the next month

< Prev Month - will refresh the view for the previous month

Edit To Do Item - will pop-up an edit form for a To Do Item if you have selected a cell in the Calendar View that has the details for a To Do Item. See that in action further down this help article

Current Date - the current date is displayed with a green background for the date

The Calendar View shows details for each item from it's Calculated Start Date until it's Due Date. In the screen shown above you can see an item R-10001 for the Travel_DEMO list that is set to start on Tuesday 16th October, that item has a due date on Friday 19th October. Each day between the Start Date and Due Date that item is shown on the calendar with an entry. For all the days following the Start Date the item is displayed with it's To Do List name, Reference and Status. This approach ensures that you continue to see an item during the period that it is active and underway.

Key Note: The colours for your To Do List are used here to help you quickly recognise which To Do List the item comes from and can then use that to navigate back to the To Do List if required. We recommend that your To Do List colours are set to ensure you can distinguish between your lists quickly easily.

Edit Item from Calendar View

The image below will demonstrate the Item Edit that is available from the Calendar View. We perform a basic update to the item description. Once updated the list is refreshed and then the Calendar View is refreshed.

The key parts of the Edit To Do Item form are

To Do List - the item selected will have the To Do List highlighted on the form including it's background colour and font colour

Key Fields for update - only some fields for the Item are shown on the form for update, the description, status, estimated effort, due date, completion date and notes. All updates are validated against the expect data for those fields and then updated to the entry on the To Do List for that item

Warnings are Ignored - when updating the Item any warnings that might be set from the changes (eg a change in due date could result in an overlapping task) are ignored as part of the changes. The warning will be displayed on the To Do List for you to see but the update itself will not be stopped due to that warning.