How to Use Calendar

Creating a Calendar Event

1.1 Accessing the Calendar App

1. In the Calendar interface, click on a date cell or select New Event in the upper-right corner to quickly create an event. You can also create object data here, which will display in the Calendar interface (object scope can be configured in Backend > Calendar Management).
2. Fill in the event details in the New/Edit Event layout, including required fields (content, participants, time, privacy setting) and optional fields (e.g., meeting room).
3. After selecting participants, click View Participant Time to slide out a panel showing their current schedules. Drag the time bar to adjust and find a mutually available slot.
4. Click Publish to confirm creation. To save as a draft, select Save Draft. Cancel exits the event creation process.

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Creating a New Event

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Calendar Management

1.2 Accessing via Chats

1. In the Chats app, right-click a message and select Create Event to quickly convert the message content into an event.
2. Event creation/edit steps are identical to the Calendar app method.

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[PC/Web] Chats > Create Event

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[Mobile] Chats > Create Event

1.3 Accessing via CRM/Other Platform Apps

• Admins can configure the Calendar component in app views via CRM or other platform apps.
• [PC/Web]: Users click New Event in the Calendar component or select a date to create an event.
• [Mobile]: Tapping the Calendar component redirects to the Calendar app. Select + Create New Event to initiate creation.

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[PC/Web] CRM > Calendar Component > New Event

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[Mobile] CRM > Calendar Component

Viewing Calendar Events

2.1 Calendar Component

• The Calendar component is configurable in CRM and other platform apps.
• A yellow dot on a date indicates scheduled events. Click the date to display the event list at the bottom. Select an event to slide out details. Clicking a date without events opens the New Event dialog.

2.2 Calendar App

• Toggle between Day/Week/Month views using the top menu.
• The left panel defaults to a mini-calendar. Click a date to show all events for that day below. Actions sync between the mini-calendar and main view. Click an event to view details in the right panel.

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Viewing Events

Calendar Rules

3.1 Editing Recurring Events

For recurring events, users must choose whether edits apply Only to This Instance or All Future Instances.

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Editing Recurring Events

3.2 Auto-Adding Cc Recipients

New events automatically include the Cc list from the last created event. Users can delete the list with one click.

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Auto-Adding Cc Recipients

Frontend Settings

4.1 Calendar Sharing (Sharing Your Events with Others)

1. Configure sharing via Settings > Sharing Settings. Choose to share only event times or full details with selected colleagues, and set the sharing start date.
2. After being granted access, colleagues must add you via View Colleagues in the top-left corner to see your shared calendar.
3. Note: Sharing settings must be enabled on both Web and Mobile to sync.

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Calendar > Settings > Sharing Settings

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Calendar > View Colleagues > Add Colleagues

4.2 Event Conflict Settings

1. Set fixed reminder times for conflicts via Settings > Conflict Settings.
2. Conflict alerts appear in Chats > Event Conflict Reminders.

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[PC/Web] Chats > Event Conflict Reminder

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[Mobile] Chats > Event Conflict Reminder

Calendar Sync Settings

When enabled, ShareCRM events sync to your device’s native calendar (up to 15 days in advance).

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Settings > Privacy > Calendar Sync > Enable