How to use the Calendar app

Firstly, here's a quick video showing you how to use the Calendar App:

Secondly, here's a training video that covers the app in lots of detail (20 mins):


How to use the Calendar app: 

To create an event you'll first need to go into the ticket you'd like to add it to, then in the apps pane on the right select a date, time and duration like this.

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Alternatively, click on "Create in calendar" like this:

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This will pop out the full calendar where you can place the event in context by dragging like this:

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To manage your calendars, go to the admin screen by clicking the calendar icon on the left. Then under the "calendars" tab, you'll be able to add, remove and control who has access to all global and personal calendars.

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You'll also be able to connect up your Google calendars and/or Office 365 account to synchronize events.   

By clicking on a calendar you can set who has access to see and edit events. If the calendar is synced with a Google or Office 365 calendar you can define how events are synchronized.

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The next tab at the top of the screen is "Workflows". This will allow you to define when things will happen relative to either the start or end of a calendar event. See the article and video on how workflows work here

The next tab at the top is "settings" where amongst other things you'll be able to predefine what Zendesk ticket information automatically flows into your calendar event details. For more information on how this works, see this article

The last tab you'll see at the top is "Admin". This will allow you to define who has access to the admin settings of the app. It will also show you a list of placeholders that you can use to reference event details in macros, triggers and automations. We've written a whole other article on this here

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