Filevine’s Calendar section will display deadlines, events, deadline chains, and more associated with that project. Filevine has two types of calendars: a project calendar, which is displayed in the project’s Calendar section, and a user calendar, which displays events associated with that user. Here we will discuss the project calendar.
The project’s Calendar section displays all events and deadlines for that specific project. This calendar is meant to provide an at-a-glance look of past and future deadlines and events. If a user is also a follower on the project, events for that project will be included on their user calendar. Being added as an attendee on a project event will also add the event to the user calendar.
Events and Deadlines
The Calendar section will appear in your project’s lefthand menu. In this section, you will see a calendar of the current month.
Deadlines and Chains
The project calendar displays all deadlines and deadline chain due dates added to a project. Deadlines and deadline chain due dates are created in their respective project sections, and will automatically be added to the calendar when created. These deadlines and due dates appear as all-day events on the calendar, and will include the text “DONE” on the calendar when they have been marked complete.
Manually Add Events
To manually add an event, click on any blank space. The screen will display the “Calendar Event” pop-up, where you can choose the event’s attendees, date, time, and details. Checking “All Day?” will enable you to create all-day or multi-day events. Once it has been saved, the event will appear on this project’s calendar for all users who have access to the project, as well as on the user calendar of any assignee.
If you have shared your calendar with Outlook or a Google calendar, events added to the Outlook or Google calendar will show up the project calendar. To keep track of adding events, it is best practice to always add events through the Outlook or Google calendar.
View and Search
The calendar section can be viewed in a month, week, or day view. In the Calendar section, click the orange arrows in the top left corner to navigate to different months, and click on the month, week, or day button in the top right to change the calendar view.
Once an event or deadline is created, it will be searchable within a few minutes. Both the “Search this Project” search button under the project sections menu and the “Search Deeper” button located in the “Search for a project” dropdown include calendar events and deadlines in their search. To search only on the calendar, click “Options” and gray out all other options by clicking on them.
The event can be searched by name, date, location, notes, or attendees. Only events for dates in the future and dates going back 336 hours (14 days) will be searchable.