Calendar

The unified calendar: project task deadlines, milestones, meetings, and personal entries, with shareable read-only calendar links.

Mitch Wigham

Updated 24 June 2026 · 5 views

What Is the Calendar Module?

The Calendar is a single month / week / day view of every dated event in the portal that you have access to:

Project tasks with due dates.
Project milestones.
Scheduled meetings.
Personal calendar entries (e.g. "out of office" blocks).
Linked ticket deadlines (SLA due dates, when in scope).

Where to find it: Sidebar → Calendar or /calendar. Requires the meetings feature (and any feature whose events you want to see — a project task only shows up if you have access to its project).

Layout

The Calendar defaults to Month view with prev / next month navigation. Switch to Week or Day view from the toolbar. Each event is a coloured pill with:

The event title.
A priority-coloured left rail (info / warning / danger).
A time (for timed events like meetings) or an all-day bar (for tasks and milestones).

Click any event to open its detail. A click on a project task navigates to the task on the project page; a click on a meeting navigates to the meeting detail; a click on a milestone shows a popover with milestone details.

Adding Personal Entries

Click any day in the month view (or any time-slot in week / day view) and the New entry form opens:

Title (required).
When — date, with optional start / end time.
Notes — optional longer description.
Share — if the entry is marked shareable, it appears in your public calendar links.

Click Save entry.

Sharing Your Calendar

Open the Share links section in the calendar sidebar to manage your public read-only calendar links.

A share link:

Has a unique URL (/share/calendar/<token>).
Is cryptographically random and unguessable.
Can be password-protected (password required each visit — no persistent session).
Can be set to expire on a date (server-enforced, not just UI).
Can be revoked at any time.

Useful for: a contractor seeing only the project schedule, a customer seeing the dates that matter to them, or a public "office hours" calendar.

What Viewers See

Recipients of a share link see a read-only month / week / day view of the entries you've made shareable, plus any project tasks or milestones on projects they're a member of (if you choose to include them in the share). They cannot:

See internal notes.
See other tenants' data.
Add, edit, or delete entries.
See any time entries or billing data.

Permissions

Role	Access
`SUPER_ADMIN` / `ADMIN`	Full calendar; see all events in the tenant.
`MANAGER`	See events for projects / customers they manage.
`AGENT`	See events for projects / customers they have access to.
`CUSTOMER`	See only their own customer-shared entries + project milestones for projects shared with them.
`VENDOR`	See only entries for their assigned projects.