Calendar Pane Features

Throughout the various calendar panes a variety of features are available whenever they are appropriate. These including moving, editing, and viewing tasks, and volunteer records, and dropping new information onto the calendar.

Adding Items to the Calendar

Items can be added to the calendar in a number of ways.

In any calendar except Month view and the Volunteer Scheduling calendar, you can create a new task by dragging across the time period where you want the task. A task detail window will pop up with your date/time filled in. Depending on which calendar you are doing this in, other fields may be filled in as well.

Items from lists can also be dropped on a calendar when appropriate. Dropping a volunteer onto an empty area of the calendar will create a volunteer history record starting with that time. Dropping a volunteer onto a task will associate the volunteer with that task and use the task starting/ending times as a starting point. Dropping a volunteer onto another volunteer record will ask if you want to replace the volunteer or create a duplicate record using this volunteer; if it is a placeholder volunteer, it will be replaced with the volunteer you dropped. Patrons or employees can also be dropped onto tasks to add them as participants.

You can bring up a list of volunteers, employees, or patrons by clicking on the Show button at the top of the calendar.

Editing a Task

A task or volunteer activity length can be changed in any view except Month view by moving the cursor to the top or bottom of the task or volunteer activity. The cursor will change to a double-headed arrow and you can drag the starting or ending time to whatever you want.

You can also double-click on the item in the calendar and edit the dates and times (or any other information for the task or volunteer activity) by hand. When you save the task or volunteer activity, the calendar is updated.

Moving a Task

A task or volunteer activity can be moved from one day to another or from one time to another by clicking on the task and dragging to the new location on the calendar. Depending on which view the calendar is in, you may get different visual feedback.

Tasks or volunteer activity can also be altered by dragging on the beginning or ending edge of the item in the calendar.

You can also double-click on the item in the calendar and edit the dates and times by hand. When you save the task or volunteer activity the calendar is updated.

You cannot change performances within the calendar. This must be done within the Events Setup window (Setup >> Events) of Theatre Manager, where other controls are in place.

A task or volunteer activity can also be moved to the All Day portion of the window at the top. This will set the starting time to midnight on that date and the ending time to 11:59 PM.

The calendar will not allow you to drag a task or volunteer activity when it is not appropriate. This may be due to permissions, whether you are the owner (or designated editor) for the task, whether the task is in a project and has dependencies, or due to a number of other factors.