Calendar events
Add, change and delete any calendar event, link it to a creator, and share it with creators.
What it's for
Events are the dates people add to the calendar by hand: a deadline, a content drop, a payout date, someone's leave, a meeting, or anything else. As a Manager you can add, change and delete any event, also the ones an administrator or a scheduler added. You can also show an event to one creator, or to every creator, in their creator portal.
Before you start
- You're signed in as a Manager.
- While testing, only add, change or delete TEST events (a title that starts with TEST). Never change or delete a real event: it changes everyone's calendar.
Steps
Start a new event
Click Operations → Calendar, then New event. A panel called New event opens on the right of the page: "Dates and times are Eastern Time (ET)." If you clicked a day first, the event starts on that day.
Fill it in
- Title: what it is, up to 200 characters. While testing, start it with TEST.
- Type: Deadline (picked first), Content drop, Payout, Leave, Meeting or Other.
- All day (ticked first): pick the Start date (ET) and End date (ET). For one day, keep both the same.
- Untick All day for an event at a set time: pick Starts at (ET) (9:00 is filled in). An event has a start time only, no end time.
- Description: anything else, up to 2,000 characters.
- Creator account: No creator (picked first) or one creator. "That creator sees the event in their portal."
- Visible to creators: tick it to show the event to every creator, "e.g. an agency-wide deadline or payout."
Save it
Click Add event.
Change an event
Click the event in the month or the list. Its details open in a panel on the right of the page. In the panel, click Edit: the panel shows Edit event with the same fields. Click Save changes.
Delete an event
Click the event, then Delete in the panel. A pop-up window asks "Delete" followed by the event's title, and warns "It disappears from everyone's calendar. This can't be undone." Click Delete event to confirm (it says Deleting… while it works), or Cancel.
What you should see
- Messages at the bottom right: Event added., Event updated. or Event deleted.
- The event appears on its days in the colour of its type. A timed event shows its time, for example "2:30 PM ET"; an all-day event shows "All day".
- The event's panel shows Visible to creators for an event shared with every creator, and "Account:" with the creator's name for an event linked to one creator.
Test checklist
Good to know
The dates from other pages (task due dates, time off, content requests) can't be edited here. Change them on their own page.
You are testing on real data
The test app shares its data with the live app: an event you add shows at once on everyone's calendar, and with Visible to creators or a creator account, in real creators' portals too. Use TEST events, leave Visible to creators unticked unless the owner agrees, and delete your TEST events when you're done.
If two people change the same event at once, the second one sees "This event changed while you were looking at it. Reload and try again." Reload the page and make the change again.