489 lines
42 KiB
Plaintext
489 lines
42 KiB
Plaintext
<%@ Control Language="C#" Inherits="BaseContentUserControls"%>
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<%@ Register Namespace="TeamLab.Controls" Assembly="__Code" TagPrefix="cc" %>
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<%@ Register TagPrefix="cc" TagName="CalendarTag" Src="~/Controls/Help/Tags/onlyoffice-calendar/onlyoffice-calendar.ascx" %>
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<%@ Register TagPrefix="cc" TagName="RecurringEventTag" Src="~/Controls/Help/Tags/recurring-event/recurring-event.ascx" %>
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<%@ Register TagPrefix="cc" TagName="RepeatEventTag" Src="~/Controls/Help/Tags/repeat-event/repeat-event.ascx" %>
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<%@ Register TagPrefix="cc" TagName="RecurrencePeriodTag" Src="~/Controls/Help/Tags/recurrence-period/recurrence-period.ascx" %>
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<%@ Register TagPrefix="cc" TagName="AddEventTag" Src="~/Controls/Help/Tags/add-event/add-event.ascx" %>
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<%@ Register TagPrefix="cc" TagName="CreateEventTag" Src="~/Controls/Help/Tags/create-event/create-event.ascx" %>
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<%@ Register TagPrefix="cc" TagName="DeleteEventTag" Src="~/Controls/Help/Tags/delete-event/delete-event.ascx" %>
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<%@ Register TagPrefix="cc" TagName="AllDayEventTag" Src="~/Controls/Help/Tags/all-day-event/all-day-event.ascx" %>
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<%@ Register TagPrefix="cc" TagName="EditEventTag" Src="~/Controls/Help/Tags/edit-event/edit-event.ascx" %>
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<%@ Register TagPrefix="cc" TagName="AccessLevelTag" Src="~/Controls/Help/Tags/access-level/access-level.ascx" %>
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<%@ Register TagPrefix="cc" TagName="CalendarColorTag" Src="~/Controls/Help/Tags/calendar-color/calendar-color.ascx" %>
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<%@ Register TagPrefix="cc" TagName="ShareEventTag" Src="~/Controls/Help/Tags/share-event/share-event.ascx" %>
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<%@ Register TagPrefix="cc" TagName="AddCalendarTag" Src="~/Controls/Help/Tags/add-calendar/add-calendar.ascx" %>
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<%@ Register TagPrefix="cc" TagName="CreateCalendarTag" Src="~/Controls/Help/Tags/create-calendar/create-calendar.ascx" %>
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<%@ Register TagPrefix="cc" TagName="EditCalendarTag" Src="~/Controls/Help/Tags/edit-calendar/edit-calendar.ascx" %>
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<%@ Register TagPrefix="cc" TagName="ShareCalendarTag" Src="~/Controls/Help/Tags/share-calendar/share-calendar.ascx" %>
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<%@ Register TagPrefix="cc" TagName="ExportCalendarTag" Src="~/Controls/Help/Tags/export-calendar/export-calendar.ascx" %>
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<%@ Register TagPrefix="cc" TagName="RemoveReminderTag" Src="~/Controls/Help/Tags/remove-reminder/remove-reminder.ascx" %>
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<%@ Register TagPrefix="cc" TagName="ShareUserTag" Src="~/Controls/Help/Tags/share-with-user/share-with-user.ascx" %>
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<%@ Register TagPrefix="cc" TagName="ShareGroupTag" Src="~/Controls/Help/Tags/share-with-group/share-with-group.ascx" %>
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<%@ Register TagPrefix="cc" TagName="ReminderTimeTag" Src="~/Controls/Help/Tags/reminder-time/reminder-time.ascx" %>
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<%@ Register TagPrefix="cc" TagName="EventReminderTag" Src="~/Controls/Help/Tags/event-reminder/event-reminder.ascx" %>
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<%@ Register TagPrefix="cc" TagName="IcalFeedTag" Src="~/Controls/Help/Tags/ical-feed/ical-feed.ascx" %>
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<%@ Register TagPrefix="cc" TagName="NotificationsTag" Src="~/Controls/Help/Tags/notifications/notifications.ascx" %>
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<script runat="server">
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protected override void Init()
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{
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PageTitle = PageCaption = "Calendar. Getting Started";
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MetaKeyWords = "schedule, milestones, events, timetable, share calendar";
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MetaDescription = "Use a built-in calendar to manage your time and keep track of company events.";
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var guides = new GuidesModel();
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guides.CaptionRelatedTips = "Related Tips & Tricks";
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guides.Title = "Blogs Rating";
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guides.RelatedTips = "Need to learn whose blog is the most popular one? You can do that looking at the blogs rating.";
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guides.LearnMore = "Learn more...";
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(Page as BasePage).Guides = guides;
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}
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</script>
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<div class="MainHelpCenter GettingStarted">
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<ul class="TableOfContents">
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<li><span class="gs_link gs_active" id="all">All</span></li>
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<li><span class="gs_link" id="Overview">Overview</span></li>
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<li><span class="gs_link" id="CreatingEvents">Creating events</span></li>
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<li><span class="gs_link" id="CreatingTodos">Creating to-dos</span></li>
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<li><span class="gs_link" id="AddingCalendar">Adding calendar</span></li>
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<li><span class="gs_link" id="ImportingEvents">Importing events</span></li>
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<li><span class="gs_link" id="ManagingCalendars">Managing calendars</span></li>
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<li><span class="gs_link" id="SharingCalendars">Sharing calendars</span></li>
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<li><span class="gs_link" id="ExportingCalendar">Exporting calendars and to-dos</span></li>
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</ul>
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<div class="keyword_block">
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<ul>
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<li><cc:CalendarTag ID="CalendarTag2" runat="server" /></li>
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<li><cc:CreateEventTag ID="CreateEventTag2" runat="server" /></li>
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<li><cc:AllDayEventTag ID="AllDayEventTag2" runat="server" /></li>
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<li><cc:RepeatEventTag ID="RepeatEventTag2" runat="server" /></li>
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<li><cc:ShareEventTag ID="ShareEventTag2" runat="server" /></li>
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<li><cc:AddCalendarTag ID="AddCalendarTag2" runat="server" /></li>
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<li><cc:CreateCalendarTag ID="CreateCalendarTag2" runat="server" /></li>
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<li><cc:EditCalendarTag ID="EditCalendarTag2" runat="server" /></li>
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<li><cc:ShareCalendarTag ID="ShareCalendarTag2" runat="server" /></li>
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<li><cc:ExportCalendarTag ID="ExportCalendarTag2" runat="server" /></li>
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<li><cc:EditEventTag ID="EditEventTag2" runat="server" /></li>
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<li><cc:AccessLevelTag ID="AccessLevelTag1" runat="server" /></li>
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<li><cc:AddEventTag ID="AddEventTag2" runat="server" /></li>
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<li><cc:RemoveReminderTag ID="RemoveReminderTag2" runat="server" /></li>
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<li><cc:ShareUserTag ID="ShareUserTag2" runat="server" /></li>
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<li><cc:ShareGroupTag ID="ShareGroupTag2" runat="server" /></li>
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<li><cc:RecurrencePeriodTag ID="RecurrencePeriodTag2" runat="server" /></li>
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<li><cc:ReminderTimeTag ID="ReminderTimeTag2" runat="server" /></li>
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<li><cc:RecurringEventTag ID="RecurringEventTag2" runat="server" /></li>
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<li><cc:CalendarColorTag ID="CalendarColorTag2" runat="server" /></li>
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<li><cc:DeleteEventTag ID="DeleteEventTag2" runat="server" /></li>
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<li><cc:EventReminderTag ID="EventReminderTag2" runat="server" />/li>
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<li><cc:IcalFeedTag ID="IcalFeedTag2" runat="server" /></li>
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<li><cc:NotificationsTag ID="NotificationsTag2" runat="server" /></li>
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</ul>
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</div>
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<div class="gs_content" id="Overview_block">
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<h2>Overview</h2>
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<div class="PortalHelp">
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<p><b>Calendar</b> is a built-in scheduling tool that allows you:</p>
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<ul>
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<li>view all your personal and corporate events at a glance,</li>
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<li>keep track of your milestones, Projects and CRM tasks, user birthdays,</li>
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<li>add different types of events: single events with start and end time, all-day events that last one or several days, or repeating events,</li>
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<li>create and manage to-dos,</li>
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<li>do not miss any important date using reminders,</li>
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<li>invite guests to your events,</li>
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<li>create a personal timetable, or grant access to your calendar to a certain user or a group,</li>
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<li>specify who can only view your calendar, or also edit it and create new events,</li>
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<li>export/import calendars, export tasks synchronizing with other calendar apps you use.</li>
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</ul>
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<p>To access the <b>Calendar</b> tool from any portal page, click the <img alt="Calendar Tool Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/CalendarToolIcon.png")%>" /> icon at the top of the page or use the drop-down list in the top left corner and select the corresponding option.</p>
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</div>
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</div>
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<div class="gs_content" id="CreatingEvents_block">
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<h2>Creating events</h2>
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<div class="PortalHelp">
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<p>You can add events to your personal calendar in several ways: using the <b>Quick Mode</b> that allows to add basic information about an event, or switching to the <b>Advanced Mode</b> to specify all the event details such as a recurrence period, reminder time, guest list etc.</p>
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<h6>Quick Mode</h6>
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<ol>
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<li>left-click within a day you wish to add an event to,</li>
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<li>in a new popup window, enter the event basic information: title, location, time and select the calendar you wish to add your event to (the description of these options is provided in the <b>Advanced Mode</b> instruction),</li>
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<li>click the <b>Save</b> button to add the event to the calendar or use the <b>Details</b> link to switch to the advanced mode.</li>
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</ol>
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<div class="screen_block">
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<img alt="Creating Events - Quick Mode" target="img2_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/small/QuickAdd.png")%>" />
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<img alt="Creating Events - Quick Mode" id="img2_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/big/QuickAdd.png")%>" />
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<div target="img2_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<h6>Advanced Mode</h6>
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<ol>
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<li>to start creating an event in the advanced mode, click the <b>Create</b> button in the upper left corner and select the <b>Event</b> option,</li>
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<li>enter the event title,</li>
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<li>set the event time:
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<ul>
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<li>to create an event that lasts for an entire day or longer, leave the <b>All-day event</b> box checked and set the start and end dates.
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<p>Enter the date you need in the <b>From:</b> and <b>To:</b> fields using the keyboard or clicking the corresponding <img alt="Calendar Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/CalendarIcon.png")%>" /> icon and selecting the necessary date. For more details refer to this <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/userguides/groups-guides-calendar-add-all-day-event.aspx")%>">article</a>.</p>
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</li>
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<li>to create an event that occurs at specific time, uncheck the <b>All-day event</b> box and enter a desired start and end time values.</li>
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</ul>
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</li>
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<li>set a recurrence period, if you wish to repeat your event on a regular basis,
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<p>Open the <b>Repeat</b> drop-down list and select one of the available options: <b>every day</b>, <b>every week</b>, <b>every month</b>, <b>every year</b>. To set a custom recurrence period select the corresponding option from the <b>Repeat</b> drop-down list and adjust the available settings.</p>
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<p>For more details refer to this <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/userguides/groups-guides-calendar-add-recurring-event.aspx")%>">article</a>.</p>
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</li>
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<li>set your event reminder,
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<p>By default, you will be informed about your event added to the <b>My calendar</b> 15 minutes before it occurs. If you want to change the reminder time, open the <b>Alert</b> drop-down list and select one of the available options: <b>5 minutes</b>, <b>15 minutes</b>, <b>half an hour</b>, <b>an hour</b>, <b>2 hours</b>, <b>a day</b>. To switch the reminder off select the <b>never</b> option from the drop-down list.</p>
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<div class="notehelp">
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Keep in mind that the notification will be sent according to the time zone set for the calendar you add the event to.
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</div>
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</li>
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<li>if you have several calendars, select the <b>Calendar</b> you wish to add your event to from the drop-down list,</li>
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<li>specify the event <b>Location</b>,</li>
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<li>if you have several email accounts connected in the <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/userguides/groups-gettingstarted-mail.aspx")%>"><b>Mail</b></a> module, you can change the <b>Organizer</b> email address, selecting the necessary one from the list.
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<p>You will receive notifications about the guest attendance to the selected email address.</p>
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</li>
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<li>add a <b>Description</b> for your event,
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<div class="screen_block">
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<img alt="Creating Events - Advanced Mode" target="img3_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/small/CreatingEvents.png")%>" />
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<img alt="Creating Events - Advanced Mode" id="img3_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/big/CreatingEvents.png")%>" />
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<div target="img3_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<p>You can use the <b>Formatting Toolbar</b> at the top of this field to format your text. The following options are available: <b>Undo</b>, <b>Redo</b>, <b>Bold</b>, <b>Italic</b>, <b>Underline</b>, <b>Strikethrough</b>, <b>Insert/Remove Numbered List</b>, <b>Insert/Remove Bulleted List</b>, <b>Link</b>, <b>Unlink</b>, <b>Remove Format</b>.</p>
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<p>You can change the size of the <b>Description</b> field by dragging its lower right corner.</p>
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</li>
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<li>invite <b>Guests</b> to your event,
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<p>Start typing the guest name or email address and choose the necessary contact from the list (your personal, CRM and portal contacts that match the entered characters are displayed there as you type). If you enter a new email address that is not stored in your <b>Mail</b> contacts, press <b>Enter</b> or click the <b>Ok</b> button on the right to add the guest.</p>
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<p>Then you can specify the necessity for the presence of each guest. The <b>Required</b> option is selected by default, but you can change it to the <b>Optional</b> one.</p>
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<p>To remove a guest, use the <img alt="Remove Guest Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/removeguest.png")%>" /> icon.</p>
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<div class="notehelp">
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Guests can only view the event. If you want to let another portal user edit the event and invite other guests, use the <b>Add users</b> link at the bottom of the page, and provide the user <b>Full access</b> to the event.
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</div>
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</li>
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<li>share your event with other portal users, if necessary,
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<p>Click the <b>Add users</b> link, check the persons you wish to share your event with and click the <b>Save</b> button. Use the filter field at the top to facilitate the search. Check the necessary group or the <b>Select All</b> option to add the users from the selected group or all the users respectively.</p>
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<p>Then set the access type for each user. The <b>Read Only</b> option is selected by default, but you can grant <b>Full Access</b> so that the user can not only view but also edit the event.</p>
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<p>To remove a user, use the <img alt="Remove Guest Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/removeguest.png")%>" /> icon.</p>
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<div class="screen_block">
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<img alt="Creating Events - Advanced Mode" target="img4_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/small/CreatingEvents2.png")%>" />
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<img alt="Creating Events - Advanced Mode" id="img4_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/big/CreatingEvents2.png")%>" />
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<div target="img4_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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</li>
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<li>add attachments,
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<p>You can attach documents from your local drive or <a href="<%=VirtualPathUtility.ToAbsolute("~/userguides/groups-gettingstarted-documents.aspx")%>">Documents</a> module to the event. Remember, that the file size must not exceed <b>15 MB</b>. To remove an attachment, click the <img alt="Remove Attachment Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/removeguest.png")%>" /> icon. If your event contains several attachments, you can use the <b>Delete All</b> option to remove all the files at once.</p>
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<div class="screen_block">
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<img alt="Creating Events - Advanced Mode" target="img13_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/small/attachments.png")%>" />
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<img alt="Creating Events - Advanced Mode" id="img13_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/big/attachments.png")%>" />
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<div target="img13_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<p>If you want to attach links to some files from the <b>Documents</b> module instead of uploading files, use the <b>Attach files from Documents</b> option. In a new window that opens, switch between the <b>Documents</b> module sections and folders, check the necessary documents in the list and click the <b>Attach Files</b> button. If you have the <b>Read Only</b> access rights to a file from the <b>Shared with me</b> or <b>Common Documents</b> folder, you'll be prompted to copy the file to the <b>My documents</b> folder.</p>
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<div class="screen_block">
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<img alt="Creating Events - Advanced Mode" target="img14_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/small/attachments2.png")%>" />
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<img alt="Creating Events - Advanced Mode" id="img14_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/big/attachments2.png")%>" />
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<div target="img14_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<div class="notehelp">All documents will be available for the event guests with the 'Read only' access rights.</div>
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</li>
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<li>click the <b>Save</b> button.
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<p>If you have added some guests, the <b>Send invitations</b> window will appear. Decide if you want to send invitations to guests or not and click the corresponding button.</p>
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</li>
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</ol>
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<p>The added event will be highlighted with the color of the selected calendar.</p>
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<p>The invited guests will receive email notifications, if you have decided to send them invitations. The guests will be able to accept/decline the invitation choosing the <b>Yes</b>, <b>Maybe</b> or <b>No</b> option right from the email message as well as from the event preview window in the <b>Calendar</b>. The decision can be changed later.</p>
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<p>To open the event preview window, left-click the event in the calendar. In this window, you can also view the total number of invited guests and the quantity of guests who have accepted/declined the invitation.</p>
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<div class="screen_block">
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<img alt="Viewing Events" target="img8_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/small/PreviewEvent.png")%>" />
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<img alt="Viewing Events" id="img8_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/big/PreviewEvent.png")%>" />
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<div target="img8_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<p>When a participant accept, tentatively accept or decline the invitation, the event organizer will also receive an email notification.</p>
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<div class="inner_delimiter"></div>
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<h6>Editing Events</h6>
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<p>If you need to edit an event,</p>
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<ol>
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<li>left-click the event you wish to edit,</li>
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<li>click the <b>Edit</b> button at the bottom of the window,</li>
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<li>make all the changes you need,
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<div class="notehelp">
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Besides the options described above, you can also change your decision concerning your participation in the event selecting the <b>Yes</b>, <b>Maybe</b> or <b>No</b> radio button in the <b>Attending</b> section.
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</div>
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</li>
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<li>click the <b>Save</b> button,</li>
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<li>If you have invited some guests to the event, the <b>Sending updates</b> window will appear. Decide if you want to send notifications about the event change to guests or not and click the corresponding button.
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<p>If you have added new guests or removed some of the existing ones, you will be suggested to choose if you want to notify about the change <b>New and Removed Guests</b> only or <b>Everyone</b>.</p>
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</li>
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</ol>
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<p>To delete an event, left-click it and use the <b>Delete</b> button at the bottom of the window. If you have invited some guests to the event, the <b>Sending cancellations</b> window will appear. Decide if you want to send notifications about the event cancellation to guests or not and click the corresponding button.</p>
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</div>
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</div>
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<div class="gs_content" id="CreatingTodos_block">
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<h2>Creating to-dos</h2>
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<div class="PortalHelp">
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<p>You can quickly add to-dos to your timetable specifying the task title and due date, display them in your calendar, close the performed tasks. </p>
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<p>To <b>add</b> a new to-do,</p>
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<ol>
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<li>open the new to-do creation window:
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<ul>
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<li>click the <b>Todo</b> button in the upper right corner to open the <b>To-do</b> panel and click the <b>New to-do</b> link, or</li>
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<li>left-click within a day you wish to add a task to and click the <b>Todo</b> switcher in the popup window,</li>
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</ul>
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</li>
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<li>enter the to-do title, select its due date and add a description,</li>
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<li>click the <b>Save</b> button.</li>
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</ol>
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<div class="screen_block">
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<img alt="Creating to-dos" target="img9_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/small/AddTodo.png")%>" />
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<img alt="Creating to-dos" id="img9_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/big/AddTodo.png")%>" />
|
|
<div target="img9_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
<p>The added to-do will be displayed in the to-do list on the right and in your calendar. To add the next to-do you can use the <img alt="Plus Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/PlusIcon.png")%>" /> icon to the right of the necessary day at the <b>To-do</b> panel, or click the <b>New to-do</b> link at the bottom of the to-do list.</p>
|
|
<p>To <b>close</b> a to-do,</p>
|
|
<ul>
|
|
<li>at the <b>To-do</b> panel, check the box to the left of the to-do title, or</li>
|
|
<li>left-click the to-do in the calendar and click the <b>Mark as done</b> button in the preview window.</li>
|
|
</ul>
|
|
<p>To <b>edit</b> a to-do,</p>
|
|
<ol><li>open the editing window:
|
|
<ul>
|
|
<li>at the <b>To-do</b> panel, move the mouse cursor over the to-do in the list and click the <img alt="Edit To-do Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/EditTodoIcon.png")%>" /> icon, or</li>
|
|
<li>left-click the to-do in the calendar and click the <b>Edit</b> button in the preview window,</li>
|
|
</ul>
|
|
</li>
|
|
<li>make all the changes you need and click the <b>Save</b> button,</li>
|
|
</ol>
|
|
<p>To change common <b>settings</b> of the to-dos, click the <img alt="Settings" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/menuitemsettings.png")%>" /> icon at the <b>To-do</b> panel and check the necessary options:</p>
|
|
<ul>
|
|
<li><b>Show to-do in calendar</b> - to display added to-dos both at the <b>To-do</b> panel and in the calendar. By default, this option is enabled.</li>
|
|
<li><b>Hide to-do marked as done on page load</b> - to not display closed to-dos at the <b>To-do</b> panel and in the calendar when loading the page. </li>
|
|
</ul>
|
|
<p>To <b>delete</b> a to-do, </p>
|
|
<ul>
|
|
<li>at the <b>To-do</b> panel, move the mouse cursor over the to-do in the list and click the <img alt="Eliminate" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Eliminateicon2.png")%>" /> icon, or</li>
|
|
<li>left-click the to-do in the calendar and use the <b>Delete</b> button in the preview window.</li>
|
|
</ul>
|
|
</div>
|
|
</div>
|
|
|
|
<div class="gs_content" id="AddingCalendar_block">
|
|
<h2>Adding calendar</h2>
|
|
<div class="PortalHelp">
|
|
<p>If the <b>My calendar</b> isn't enough for planning your work, you can create new personal calendars. To do that,</p>
|
|
<ol>
|
|
<li>open the <b>Create</b> drop-down list clicking the arrow next to the button in the upper left corner and select the <b>Calendar</b> option,</li>
|
|
<li>enter a title for your calendar,</li>
|
|
<li>select colors to display events and text,</li>
|
|
<li>set the reminder time, i.e. the default time you will be notified about the events added to this calendar before they occur,
|
|
<p>Open the <b>Alert</b> drop-down list and select one of the available options: <b>5 minutes</b>, <b>15 minutes</b>, <b>half an hour</b>, <b>an hour</b>, <b>2 hours</b>, <b>a day</b> or leave the <b>never</b> option to switch the reminder off.</p>
|
|
</li>
|
|
<li>set the appropriate <b>Time Zone</b> using the drop-down list,</li>
|
|
<li>share your calendar, if necessary,
|
|
<p>Click the <b>Add users for sharing</b> link and use one of the following links to select persons you wish to share your calendar with:</p>
|
|
<ul>
|
|
<li>use the <b>Add Users</b> link if you wish to share your calendar with one or more people;</li>
|
|
<li>use the <b>Add Groups</b> link if you wish to share your calendar with all portal users, a group, or with portal administrators only.</li>
|
|
</ul>
|
|
<p>Then set the access level for each user/group and click the <b>Save</b> button.</p>
|
|
</li>
|
|
<li>click the <b>Save</b> button.</li>
|
|
</ol>
|
|
<div class="screen_block">
|
|
<img alt="Adding Calendar" target="img1_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/small/AddingCalendar.png")%>" />
|
|
<img alt="Adding Calendar" id="img1_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/big/AddingCalendar.png")%>" />
|
|
<div target="img1_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
<p>A newly created calendar will be added and displayed in the <b>My Calendars</b> list to the left.</p>
|
|
|
|
</div>
|
|
</div>
|
|
|
|
<div class="gs_content" id="ImportingEvents_block">
|
|
<h2>Importing events</h2>
|
|
<div class="PortalHelp">
|
|
|
|
<p>You can import events into your calendar using the <b>iCal feed link</b> or <b>iCal file</b> in the .ics format. </p>
|
|
<ul>
|
|
<li>If you import events using the <b>iCal feed link</b> you'll be able to view the read-only version of a third-party calendar within your <b>Calendar</b>.</li>
|
|
<li>If you import events using the <b>iCal file</b> you'll be able to edit imported events within your <b>Calendar</b> (the changes will be applied to the imported events only, not to the original ones).</li>
|
|
</ul>
|
|
<p>To import events using the <b>iCal feed link</b>:</p>
|
|
<ol>
|
|
<li>open the <b>Create</b> drop-down list clicking the arrow next to the button in the upper left corner and select the <b>Import events</b> option,</li>
|
|
<li>in the <b>Import events</b> window, leave the <b>By link</b> option which is selected by default,</li>
|
|
<li>enter the iCal feed link of a third-party calendar you wish to add,</li>
|
|
<li>check the <b>Sync with calendar by link</b> box below,</li>
|
|
<li>enter a title for a new calendar and select colors to display events and text,</li>
|
|
<li>click the <b>Save</b> button.</li>
|
|
</ol>
|
|
<p>A new calendar containing events from the iCal feed will be added and displayed in the <b>Other Calendars</b> list to the left.</p>
|
|
|
|
<div class="screen_block">
|
|
<img alt="Importing events" target="img11_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/small/Importevents.png")%>" />
|
|
<img alt="Importing events" id="img11_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/big/Importevents.png")%>" />
|
|
<div target="img11_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
<p>To import events from <b>iCal file</b>:</p>
|
|
<ol>
|
|
<li>open the <b>Create</b> drop-down list clicking the arrow next to the button in the upper left corner and select the <b>Import events</b> option,</li>
|
|
<li>in the <b>Import events</b> window, choose the <b>From file</b> option,</li>
|
|
<li>click the <b>Select iCal file</b> link and browse your computer hard disk drive for an appropriate <b>.ics</b> file,</li>
|
|
<li>by default, events will be imported into a new calendar, but you can select one of the existing calendars from the <b>Import to</b> list,</li>
|
|
<li>if you are importing events into a new calendar, enter a title for your calendar, select colors to display events and text, set up the event reminder time and a time zone, add users for sharing. When importing events into an existing calendar, the settings specified for this calendar will be used.</li>
|
|
<li>click the <b>Save</b> button.</li>
|
|
</ol>
|
|
<p>A new calendar containing events from the iCal file will be added and displayed in the <b>My Calendars</b> list to the left. </p>
|
|
|
|
<div class="screen_block">
|
|
<img alt="Importing events" target="img12_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/small/Importevents2.png")%>" />
|
|
<img alt="Importing events" id="img12_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/big/Importevents2.png")%>" />
|
|
<div target="img12_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
<p>For more tips, refer to this <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/userguides/groups-tipstricks-calendar-calendar-feed.aspx")%>">article</a>.</p>
|
|
</div>
|
|
</div>
|
|
|
|
<div class="gs_content" id="ManagingCalendars_block">
|
|
<h2>Managing calendars</h2>
|
|
<div class="PortalHelp">
|
|
<p>By default, <b>Calendar</b> is divided in two sections:</p>
|
|
<ul>
|
|
<li><b>My Calendars</b> section includes the default <b>My calendar</b> as well as other calendars created by you,</li>
|
|
<li><b>Other Calendars</b> section includes the calendars that show:
|
|
<ul>
|
|
<li>milestones of projects you participate in or follow;</li>
|
|
<li>tasks assigned to you within <b>Projects</b> module (only if the due date is set);</li>
|
|
<li>tasks assigned to you within <b>CRM</b> module;</li>
|
|
<li>events/calendars shared with you by other users;</li>
|
|
<li>portal users' birthdays;</li>
|
|
<li>third-party calendars created using the <b>iCal feed</b>.</li>
|
|
</ul></li>
|
|
</ul>
|
|
<div class="inner_delimiter"></div>
|
|
<p>If you need to edit a calendar,</p>
|
|
<ol>
|
|
<li>hover the mouse pointer over the calendar you wish to edit,</li>
|
|
<li>click the <img alt="Pencil Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/PencilIcon.png")%>" /> icon which appears to the right of the calendar title,</li>
|
|
<li>make all the changes you need and click the <b>Save</b> button.</li>
|
|
</ol>
|
|
<div class="inner_delimiter"></div>
|
|
<p>If you don't need some of your calendars you can either delete them (from the <b>My Calendars</b> list) or hide them (from the <b>Other Calendars</b> list).</p>
|
|
<p>To delete a calendar from the <b>My Calendars</b> list,</p>
|
|
<ol>
|
|
<li>hover the mouse pointer over the calendar you wish to delete,</li>
|
|
<li>click the <img alt="Pencil Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/PencilIcon.png")%>" /> icon which appears to the right of the calendar title,</li>
|
|
<li>click the <b>Delete</b> button at the bottom of the <b>Edit calendar</b> window.</li>
|
|
</ol>
|
|
<p>To disable one of the calendars from the <b>Other Calendars</b> list and hide all the events from it,</p>
|
|
<ol>
|
|
<li>hover the mouse pointer over the calendar you wish to hide,</li>
|
|
<li>click the <img alt="Pencil Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/PencilIcon.png")%>" /> icon which appears to the right of the calendar title,</li>
|
|
<li>click the <b>Hide from List</b> button.</li>
|
|
</ol>
|
|
<p>To disable some calendars at once,</p>
|
|
<ol>
|
|
<li>click the <img alt="Manage Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ManageIcon.png")%>" /> icon to the right of the <b>Other Calendars</b> list caption,</li>
|
|
<li>check the box near the calendar titles you wish to show, uncheck those to hide,</li>
|
|
<li>click the <b>Save</b> button to apply the changes.</li>
|
|
</ol>
|
|
<div class="screen_block">
|
|
<img alt="Managing Calendars" target="img5_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/small/ManagingCalendars.png")%>" />
|
|
<img alt="Managing Calendars" id="img5_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/big/ManagingCalendars.png")%>" />
|
|
<div target="img5_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<div class="gs_content" id="SharingCalendars_block">
|
|
<h2>Sharing calendars</h2>
|
|
<div class="PortalHelp">
|
|
<p>The best way to organize the work schedule of your team and keep your teammates updated with all the important events is to add a <a class="see_also" href="#AddingCalendar_block">new calendar</a> and share it.</p>
|
|
<p>To share an existing calendar,</p>
|
|
<ol>
|
|
<li>select a desired calendar from the <b>My Calendars</b> list to the left,</li>
|
|
<li>click the <img alt="Pencil Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/PencilIcon.png")%>" /> icon which appears to the right of the calendar title,</li>
|
|
<li>click the <b>Add users for sharing</b> link to open the <b>Sharing Settings</b> window,</li>
|
|
<li>use on of the links at the top:
|
|
<ul>
|
|
<li>use the <b>Add Users</b> link if you wish to share your calendar with one or more people;</li>
|
|
<li>use the <b>Add Groups</b> link if you wish to share your calendar with all portal users, a group, or with portal administrators only.</li>
|
|
</ul>
|
|
<p>Select a person (a group) from the list. Use the filter field at the top to facilitate the search.</p>
|
|
<p>The selected person (or group) will be added to the list. To remove a person (a group) added by mistake just click the corresponding <img alt="Delete Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/DeleteIcon.png")%>" /> icon.</p>
|
|
</li>
|
|
<li>set an appropriate access level,
|
|
<p>By default, the calendar will be available in read-only mode. To give the user (or group) full access to the calendar so that he/she could not only view but also edit this calendar, add or remove events, click the <b>Read Only</b> link and select the <b>Full Access</b> option from the list.</p>
|
|
</li>
|
|
<li><b>save</b> the changes in the <b>Sharing Settings</b> window clicking the corresponding button at the bottom,</li>
|
|
<li>click the <b>Save</b> button at the bottom of the <b>Edit calendar</b> window to apply all the changes.</li>
|
|
</ol>
|
|
<div class="screen_block">
|
|
<img alt="Sharing Calendars" target="img6_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/small/SharingCalendars.png")%>" />
|
|
<img alt="Sharing Calendars" id="img6_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/big/SharingCalendars.png")%>" />
|
|
<div target="img6_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
<p>All the selected users (or group) will receive a notification about a new calendar shared with them.</p>
|
|
<div class="inner_delimiter"></div>
|
|
<p>After the selected user receives a notification he/she needs to activate the shared calendar to display all events from it. Here are the instructions to be performed by the user you shared your calendar with:</p>
|
|
<ol>
|
|
<li>click the <img alt="Manage Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ManageIcon.png")%>" /> icon to the right of the <b>Other Calendars</b> list caption,</li>
|
|
<li>go to the <b>Calendars shared with me</b> section,</li>
|
|
<li>check the box near the calendar title you wish to activate,</li>
|
|
<li>click the <b>Save</b> button.</li>
|
|
</ol>
|
|
</div>
|
|
</div>
|
|
|
|
<div class="gs_content" id="ExportingCalendar_block">
|
|
<h2>Exporting calendars and to-dos</h2>
|
|
<div class="PortalHelp">
|
|
<p>If you use <b>Calendar</b> for work purposes and another one, like Google, for personal to-do lists, exporting your online office calendar can help you synchronize the available information saving time and effort. </p>
|
|
<p><b>Calendar</b> allows you to:</p>
|
|
<ul>
|
|
<li>Synchronize the calendar using the <b>CalDAV</b> protocol. This feature is available starting from <b>v. 10.0</b> for calendars from the <b>My Calendars</b> section only. If a calendar has been created in an earlier portal version, it can be exported using <b>iCal</b> only. Starting from <b>v. 10.5</b>, it's also possible to export calendars from the <b>Other Calendars</b> section.</li>
|
|
<li>Export events using the <b>iCal</b> feed link. This feature is available for any online office calendar from the <b>My Calendars</b> or <b>Other Calendars</b> section. In this case all the changes you made in the <b>online office</b> calendar will be automatically available in a third-party calendar but you will be only able to view them. If you wish to edit and update them in your third-party calendar your need to save them as a <b>.ics</b> file.</li>
|
|
</ul>
|
|
<p>To export your calendar,</p>
|
|
<ol>
|
|
<li>select a calendar to export,
|
|
<div class="notehelp">
|
|
Please note that the possibility to synchronize a calendar using the <b>CalDAV</b> protocol is available starting from <b>v. 10.0</b> for calendars from the <b>My Calendars</b> section only. Starting from <b>v. 10.5</b>, it's also possible to export calendars from the <b>Other Calendars</b> section. For more details refer to this <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/userguides/groups-tipstricks-calendar-export-calendars-to-devices.aspx")%>">article</a>.
|
|
</div>
|
|
</li>
|
|
<li>hover the mouse pointer over the calendar you wish to export,</li>
|
|
<li>click the <img alt="Pencil Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/PencilIcon.png")%>" /> icon which appears to the right of the calendar title,</li>
|
|
<li>click the <b>Export and Sync</b> link,</li>
|
|
<li>copy the entire link provided in the <b>CalDAV</b> or <b>iCal</b> section and enter it into any third-party calendar supporting the <b>CalDAV</b> protocol/<b>iCal</b> format,
|
|
<em class="example">For example, to synchronize a calendar with Mozilla Thunderbird using the <b>CalDAV</b> protocol, right-click a calendar in the Mozilla Thunderbird calendar list, choose the <b>New calendar option</b>. In a new window that opens, check the <b>On the Network</b> radio button and click <b>Next</b>, select the <b>CalDAV</b> option, insert the copied CalDAV link into the <b>Address</b> field and press <b>Next</b>. Set the new calendar name and color and click <b>Finish</b>. When the calendar is created, you'll also need to specify your credentials. Specify the login and password you use to access the portal.</em>
|
|
<em class="example">If you use Google Calendar, open a drop-down list next to the 'Add Calendar' caption and choose the 'From URL' option. Then paste the copied iCal link into the 'URL of calendar' field and save the calendar. Your calendar will be added and displayed in the 'Other Calendars' list.</em>
|
|
<div class="screen_block">
|
|
<img alt="Exporting Calendar" target="img7_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/small/ExportingCalendar.png")%>" />
|
|
<img alt="Exporting Calendar" id="img7_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/big/ExportingCalendar.png")%>" />
|
|
<div target="img7_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
<p>OR</p>
|
|
<p>Follow the <b>iCal</b> link provided to save your calendar into a file in the <b>iCal format</b> with <b>.ics</b> extension on your hard disk drive. Use the saved file to import the events from your <b>online office</b> calendar into any third-party calendar providing the <b>Import</b> feature.</p>
|
|
<em class="example">If you use Google Calendar, open a drop-down list next to the 'Add Calendar' caption and choose the 'Import' option. Then browse your hard disk drive for the created file, choose the calendar where these events should be saved and click the 'Import' button. All the events from your online office calendar will be imported and displayed within the selected Google calendar.</em>
|
|
</li>
|
|
</ol>
|
|
<p>To export your to-dos,</p>
|
|
<ol>
|
|
<li>click the <b>Todo</b> button in the upper right corner to open the <b>To-do</b> panel,</li>
|
|
<li>click the <img alt="Settings" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/menuitemsettings.png")%>" /> icon on the <b>To-do</b> panel,</li>
|
|
<li>click the <b>Export and Sync</b> option,</li>
|
|
<li>copy the provided <b>CalDAV</b> link clicking the <b>Copy</b> option and enter it into any third-party calendar supporting the <b>CalDAV</b> protocol,</li>
|
|
<li>close the <b>Export and Sync</b> window.</li>
|
|
</ol>
|
|
<div class="screen_block">
|
|
<img alt="Exporting To-dos" target="img10_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/small/ExportingTodos.png")%>" />
|
|
<img alt="Exporting To-dos" id="img10_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/big/ExportingTodos.png")%>" />
|
|
<div target="img10_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|