Working with Calendars

Workfront allows you to visualize important dates using a calendar view. The Calendar is a dynamic report showing information in a visual format.

Items are grouped into calendar groups using filters. 

For example, you can choose to see all tasks on a project, issues assigned to an individual, team, or filter-specific custom data.

Within a grouping, several filters can be displayed. A grouping can contain different object types to help focus on what needs to be displayed. Users can choose between AND or OR statements for separating information within the filter.

Users specify the dates shown including the end date, start date, or duration (spans across days).  

Use of Color

Colors are used to distinguish between groupings on a Calendar.

Clicking a Calendar event displays the event details including: due date, status, assigned to, name and project. 

Number of Groupings

Within a calendar, users can choose to have up to 15 groupings displayed. Users can select a grouping to have the information hidden and re-select it to display those details. There is no limit to the number of calendars a user can have.

Sharing Calendars

Calendars can easily be shared internally or externally. The Calendar Action menu allows users to share calendars. If a calendar has been shared with a user it displays with an asterisk (*) next to the name. 

Calendar View

Calendars can be displayed in week (with or without weekends) month, and Gantt views. The calendar header allows users to switch between month and week views. Users can find weekend options in the calendar actions, however, the Gantt View is its own tab (shown in image). The Gantt View displays information with weekends included (gray columns). Users can pull more information into the Gantt by scrolling down or sideways. A loading symbol appears as data is populated for the view.  

Furthermore, you can view calendars in full screen by selecting the full screen arrows on the right-hand side of the calendar tool bar.