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How to Change Activities View From Agenda to Calendar

  • Updated

To switch the Activities view from Agenda to Calendar, head over the Case Card, Activities-view.

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Click on Calendar.

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The Calendar view will appear as below.

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In Calendar view, there are many ways to view Activities and they are as follows:


1. Filter by Period

To filter Activities by period, click on the 'Drop-Down Arrow'-icon to bring down a Calendar field as below.

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2. Day
By selecting this option, the Calendar will display a Day view as below.

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You can perform the following actions by right-clicking anywhere in the view:

  1. Go to Today
  2. Go to Date...
  3. Change View To
    1. Work Week View
    2. Full Week View
    3. Month View
    4. Timeline View
  4. 60 Minutes
  5. 30 Minutes
  6. 15 Minutes
  7. 10 Minutes
  8. 6 Minutes
  9. 5 Minutes

3. Work Week

By selecting this option, the Calendar will display a 5-Day Work Week view as below.
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You can perform the following actions by right-clicking anywhere in the view:

  1. Go to Today
  2. Go to Date...
  3. Change View To
    1. Work Week View
    2. Full Week View
    3. Month View
    4. Timeline View
  4. 60 Minutes
  5. 30 Minutes
  6. 15 Minutes
  7. 10 Minutes
  8. 6 Minutes
  9. 5 Minutes

 

4. Full Week

By selecting this option, the Calendar will display a Full Week view as below.

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You can perform the following actions by right-clicking anywhere in the view:

  1. Go to Today
  2. Go to Date...
  3. Change View To
    1. Work Week View
    2. Full Week View
    3. Month View
    4. Timeline View
  4. 60 Minutes
  5. 30 Minutes
  6. 15 Minutes
  7. 10 Minutes
  8. 6 Minutes
  9. 5 Minutes

5. Month

By selecting this option, the Calendar will display a Month view as below.

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You can perform the following actions by right-clicking anywhere in the view:

  1. Go to This Day
  2. Go to Today
  3. Go to Date...
  4. Change View To

6. Timeline

By selecting this option, the Calendar will display a Timeline view as below.
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You can perform the following actions by right-clicking anywhere in the view:

  1. Go to Today
  2. Go to Date...
  3. Time Scales
    1. Year
    2. Quarter
    3. Month
    4. Week
    5. Day
    6. Hour
    7. 15 Minutes
  4. Time Scale Captions
    1. Year
    2. Quarter
    3. Month
    4. Week
    5. Day
    6. Hour
    7. 15 Minutes
  5. Change View To
    1. Day View
    2. Work Week View
    3. Full Week View
    4. Month View
    5. Timeline View