My calendar
Overview
My calendar shows your day in one place: tasks with a due date, CRM meetings, holidays and absences, booked appointments, your shifts from the shift schedule and the meetings of your connected external calendar. Before, every list had its own calendar — anyone who wanted to know whether Thursday still had room had to open four pages.
The page only shows your own entries: tasks assigned to you, meetings you own or host, your absences. You do not see other people's calendars here — the team calendar and the workload view are made for that.
Core tasks
Look at the month or the week. Top right you switch between month and week and page with the arrows; Today jumps back. All-day entries (holiday, tasks without a time) span all their days, meetings show their time on the day they start.
Show and hide sources. Above the calendar there is one switch per source in its colour — Tasks, Activities (CRM meetings), Absences, Appointments (bookings), Shift schedule (shifts), External calendar. One click hides the source, another shows it again. A requested, not yet approved holiday has a dashed outline, as does a draft shift (only planners see it).
Jump to the entry. A click opens the record in its module — the task, the CRM meeting, the absences or the appointment list. Meetings from the external calendar open nothing; they belong to the external calendar.
A meeting appears exactly once. If a booking or CRM meeting is written to your external calendar and read back from there, the calendar shows it only once — as an external meeting.
Fields in detail
My calendar is an overview without an input form of its own: changes are made in the modules the entries come from. What each entry shows:
- Title — the task or the meeting's subject; for bookings the event type and the guest; for shifts the shift template's name, otherwise the time; for
external meetings without a subject it says Busy.
- Time — when the meeting starts; all-day entries carry no time.
- Colour — the source (the same colour as its switch).
The interface GET /api/v1/me/calendar-entries (period from/to, at most 62 days, optionally source) returns the same entries, GET /api/v1/me/calendar-sources the available sources — for automations and AI tools.
Settings & permissions
- No permission of its own. Each source appears with the read permission of its module: tasks
with workitem.item.read, bookings with one of the appointment permissions (scheduling.appointment.view_own and above), absences with hr.absence.view_own, CRM meetings with crm.activity.manage, shifts with workforce.shift.view_own and above (published shifts; drafts only with workforce.shift.manage). The external calendar needs no permission — they are your own meetings.
- Brands. Tasks and meetings only appear from brands in which you hold the read permission.
- Modules. If a module is switched off or hidden for you, its source is missing.
FAQ & troubleshooting
My task is missing. The calendar only shows open tasks that are assigned to you and have a due date. You find a task without a due date under My work.
The calendar says "Your account may not see any calendar source yet". Your account has no read permission for any source. Administrators grant permissions under Roles.
A meeting from Google or Outlook is missing. External meetings only appear once the calendar is connected and synchronised — under Scheduling → Calendar connections.