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Proma.ai Documentation

Calendar View

The Calendar view provides a time-based visualization of your data, perfect for managing events, deadlines, and scheduling. It transforms your date-based data into an interactive calendar interface.

Key Features

Multiple Views

Switch between month, week, and day views for different time perspectives.

Event Creation

Create and edit events directly in the calendar interface with drag-and-drop support.

Color Coding

Automatically color-code events based on any column value for better visualization.

Date Range

Support for both single-day events and multi-day spans with customizable display options.

Setting Up Calendar View

  1. Configure Calendar Settings

    • Select date column(s)
    • Choose view type (month/week/day)
    • Set up color coding
    • Configure time display

  2. Customize Event Display

    • Select visible fields
    • Configure event colors
    • Set up event labels
    • Define hover information

  3. Set View Options

    • Configure week start
    • Set working hours
    • Define time scale
    • Set up default view

  4. Add Filters

    • Define event filtering
    • Set date range limits
    • Configure category filters
    • Set up view permissions

View Types

Features of month view:

  • Overview of entire month
  • Event distribution
  • Quick navigation
  • Condensed event display

Event Configuration

Event Settings

  1. Display Options

    • Title format
    • Time display
    • Duration format
    • Field visibility

  2. Color Schemes

    • Status-based colors
    • Category colors
    • Priority indicators
    • Custom color rules

  3. Interaction Settings

    • Click actions
    • Drag-drop behavior
    • Resize options
    • Quick edit features

Advanced Features

Resource Views

Resource Management

  1. View Types

    • By team member
    • By resource
    • By location
    • By department

  2. Configuration

    • Resource allocation
    • Conflict detection
    • Capacity planning
    • Availability tracking

Time Zones

Time Zone Handling

  1. Settings

    • Local time display
    • Multiple time zones
    • Time zone conversion
    • Format preferences

  2. Features

    • Time zone indicators
    • Automatic conversion
    • Schedule coordination
    • Meeting planning

Best Practices

Organization

  • Use consistent event naming - Apply meaningful color coding - Set appropriate view defaults - Maintain clear categories

Time Management

  • Respect working hours - Avoid event conflicts - Use appropriate time slots
  • Regular calendar cleanup

Common Use Cases

Event Planning

Event Calendar Setup

  1. Configuration

    • Event name and type
    • Start and end times
    • Location details
    • Attendee tracking

  2. Display Settings

    • Color by event type
    • Show capacity info
    • Display status
    • Include location

Team Schedule

Team Calendar Setup

  1. Organization

    • Team member allocation
    • Project timelines
    • Meeting schedules
    • Time off tracking

  2. View Settings

    • Resource view by default
    • Conflict highlighting
    • Availability display
    • Team filtering

Tips and Tricks

Power User Tips

  1. Quick Navigation

    • Keyboard shortcuts
    • Quick event creation
    • Drag-drop scheduling
    • View switching

  2. Efficient Management

    • Bulk event updates
    • Template events
    • Recurring schedules
    • Filter presets

  3. View Optimization

    • Custom view presets
    • Category filters
    • Resource grouping
    • Time range shortcuts
Date Columns Learn about configuring date columns for calendar views
Time Management Best practices for scheduling and time management
Event Automation Automate your calendar-based workflows
Team Scheduling Manage team schedules and assignments