How to Use Calendar Views

Calendar Views work like Idea Catalog saved views: they save the way you are looking at the same underlying data.

A Calendar View can save:

• The calendar layout, like Month, Week, Day, Year, or Agenda.
• Sources — which date fields this calendar draws, alongside Calendar Events.
• Calendar filters, built in the filter builder.
• Display settings, like whether overflowing events are shown.

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Scope Matters

Calendar Views follow the same scope as the calendar where they are created.

A Content Calendar View does not appear on the Master Calendar. A Master Calendar View does not appear inside a Channel.

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Sources Make a View a Workflow

The setting that does the most work is Sources. A calendar can draw Calendar Events and any date field that projects — a Publish Date on an Idea, a Due Date on a Thumbnail project — and Sources is where a view decides which of them it wants.

That is what turns a view from a lens into a workflow. A Release Plan view can show release dates from every Channel and nothing else. A Production Week view can show filming events and script due dates while leaving release dates off.

Set it from Sources in the calendar toolbar. With a view active the choice saves to that view for everyone; without one the control explains that there is nowhere to save it. See Dates on the Calendar.

Create a Calendar View

1. Set up the calendar

   Choose a layout, apply filters, and turn display settings on or off.

2. Open Saved Views

   Hover over the Saved Views rail on the right side of the calendar.

3. Save the current configuration

   Choose Save Current View as New, then name it clearly.

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Updating Views

When a saved view is active, changes to filters or display settings can update that view. Use the lock button when you want to experiment without changing the saved version.

Common Mistakes