Calendar

One calendar for every organization you belong to: deadlines, plans, events and the time you reserve for work.

On the web dashboard and the desktop app, Calendar sits in the top bar beside the inbox. It is yours rather than any project's: one calendar with every organization you belong to, each organization and each of its projects a calendar of its own that you show or hide. On the Mac and the iPad, Calendar is the row above Inbox at the foot of the sidebar, and the column beside it holds the month and your calendars. On the iPhone it is the calendar button in the drawer's header, beside the assistant and the inbox, and on Android it is the same button in the same place.

Your calendars

The column on the left lists them. Personal holds your own events and the time you reserve for work, from every organization. Under each organization, Everyone holds the events shared with the whole organization, and each project holds its deadlines, milestones, cycles, reviews and events. Check a calendar to show it; its menu picks its colour or shows it alone. An organization whose calendars are all hidden folds away until you open it. Show adds runs and trigger forecasts, which start hidden because there can be many, and hides weekends. Your calendars, their colours and your view follow you to every browser and the Apple and Android apps; the phones open on the day wherever you left the others.

Find the right day

Week is where the calendar opens. Choose Day, Week, Month or Agenda in the view menu; on the web, press D, W, M or A, T for today, N for a new event, and [ or ] to move by a period. The month in the column jumps to any day. Search narrows what is on screen. On the phones the calendar opens on the day under a strip of its week: swipe the strip for another week, and press the month's name at the top to change the view. On the iPhone, Today, your calendars and New are on the bar at the bottom; on Android, Today and your calendars are at the top beside search, and New is the round button.

A timed entry is a tinted block in its calendar's colour. A range across days is a bar. A date is a mark: a task's deadline is a ring, red once it is overdue and struck through when it is done; a milestone and a review have their own marks. A cycle is a faint band behind the week. What is over is quieter than what is to come, today is the one filled date, and a line in today's column marks now. When entries overlap, one that starts later is laid over the one it interrupts, a step in, and entries that start together share the width. A month cell that is full says how many more there are and opens the day over the month.

Events and work time

Drag on the hours to draw an event, or press an empty time for an hour; on the iPad and the phones, tap an empty time. The panel opens with the title ready — beside the grid on the web, beside the event on the Mac and the iPad, and as a sheet on the phones: type it, adjust the time, and choose its Calendar, which decides who sees it. Personal is yours alone. An organization's Everyone shares it with everyone there, and a project's with that project. A personal event is kept in the organization you are working in, or in the organization of the task it is for. Sharing an event needs Manage planning where it is shared. People named on an event are reminded too; naming somebody does not give them access to anything.

Link a task ties an event to the task it is about. It offers the open tasks of the organization the event is kept in, by title or key; on a project's calendar, that project's. An organization's Everyone calendar is everyone's and links no task, so an event moved there lets its task go.

Open an event to change it; Save appears once something changed. Drag it to another time or day to move it — on the phones, hold it first — and it opens at the new time for you to save. Drag a deadline to another day to change its due date. Before changing or deleting a repeating event, choose This event, This and following or All events. A change somebody else made at the same time is reported, and your draft stays for you to review.

An all-day entry stays on its dates wherever you view it. Timed entries keep the timezone they were written in and appear at the matching time in yours.

Deadlines and unscheduled work

A task's deadline opens in the same panel, with its status, the time you reserved for it and Reserve time. Change its due date there in the organization you are working in; for a task elsewhere, Open task takes you there. A synced task's deadline moves its tracker's too, where the tracker keeps one.

Unscheduled in the column lists tasks with no due date. Drag one onto the hours to reserve time for it, or onto a day's all-day row or a month cell to give it that due date. Reserving time never changes the task's status, workflow, runs or deadline.

Video calls

An organization or project event can have a Zoom, Google Meet or Microsoft Teams call: Add a call in its panel, once an admin has installed the provider. Join leads the event from fifteen minutes before it starts, on any event whose description holds a meeting link too, and the transcript comes back to the project after the call. See Calls.

Booking pages

People outside Peractor can book a time with you from your booking page: they pick a free time, and the meeting lands on your calendar with its call. Moving or deleting it moves or cancels the booking, and the visitor is told.

Repeats and reminders

Events and work time repeat every day, week, month or year. A monthly date a month lacks is skipped. Timed repeats follow their local clock: at a daylight-saving gap the time moves forward, and at a repeated hour the earlier one is used. An alert reminds you before the start; all-day alerts arrive at 09:00 in the event's timezone. Reminders reach your inbox and follow its notification, snooze and push settings, and moving or deleting an event moves or cancels them. A reminder for an event with a call carries Join.

Runs on the calendar

Scheduled runs and trigger forecasts come from triggers, and past runs show what happened, with the door to the run. Schedule a run from Triggers. Neither a calendar entry nor a reminder starts work by itself; a calendar trigger a person set up can — "thirty minutes before a customer meeting, prepare a brief". A run's calendar step proposes events, which a person books by approving its phase; the booked event links back to the run, and people outside the organization on it are listed as invited by mail.

Links, export and the assistant

A calendar link opens the calendar on its day and view, with the entry it names open. The calendar's options menu exports the window on screen as an .ics file, with only what you may read, from every organization; it creates no public feed.

The assistant can read your calendar and stage event changes for you to review; calendar writes wait for your approval even in Auto mode. MCP tools read and write each organization's calendar under the caller's current permissions.