These five power moves will make your calendar work for you (instead of the other way around). Customize how you use your Teamup Calendar to get more done.
It’s easy to get in a rut of doing things the same way, over and over, even when there are better methods available. Your Teamup Calendar has features and customization options that can make your work much more efficient… but only if you take advantage of them! Here are five ways you can get more out of your calendar, starting now.
1. Keep internal notes that you can always find later
Use the built-in event comments feature to capture your own notes, images, reminders, and more. Go to Settings > Event Fields > Comments to set Comments Enabled by default on all newly-created events. Choose who can view comments by default, too; you can always change this setting on individual events.
By keeping your notes in the event comments, you automatically create a chronological record of your notes, attached to the relevant event. You can easily find your notes again (go to the date or search via keyword for the event), and see the information, with the date and time it was captured, on the relevant event in your calendar.
You can also use event comments as an internal log for your business or organization. They work on mobile devices in the Teamup mobile apps for iOS or Android, so workers on the go can easily save information. Event comments are automatically date and time stamped.
- Use event comments as a delivery log: have the drivers upload a photo of the delivered item in the event comments. The time stamp provides proof of when the delivery occurred, and the photo provides proof of its condition when delivered.
- Use event comments as a service log; technicians can add photos and notes of the equipment, location, and other details as a way of keeping clear, time-stamped notes that provide a clear record of when and how service was provided.
2. Customize recurring events to a granular level
Recurring events in Teamup offer many ways to customize the repetition cycle for the event series. You’re not limited to daily, weekly, monthly. You can customize recurring events to a granular level, choosing the precise settings that fit your schedule and priorities.
Here are a few examples of how you can set up a repeating event:
- every 3 days, for 10 occurrences.
- every 2nd Tuesday of the month, until a specified date.
- every 2 weeks on a Tuesday, continuing forever.
- every other month on the 4th Friday.
- Monday through Friday, every other week.
- Sunday, Tuesday, and Thursday of every third week.
- Quarterly (every 3rd month) on the 10th day of the month.
- every year on the 2nd Tuesday in March.
- every three years on the 1st day of June.
With these options, you can set up a recurrence rule for any event or task you need to repeat. This saves you the trouble of adding it to your calendar at a later date or moving the task from a to-do list to your calendar. The more you can input and automate on your calendar, the less you have to remember later.
3. Use calendar link parameters for customized settings and views
For calendar administrators, the settings menu is the best way to configure the calendar view for a Teamup calendar. The settings that admins choose apply to all users; they’re global, default settings.
Link parameters are an alternate way to customize your calendar, especially in these instances:
- When a calendar user who isn’t an admin (and has no access to the settings) wants to customize their calendar link.
- When a calendar admin wants a specific calendar setting or display but does not want to this setting to apply globally.
- When a calendar user (admin or not) wants to have different calendar links set up for varying work modes, display needs, or use cases.
Link parameters are key=value pairs that you can append to the end of a calendar link. The link parameters will then override the global settings for that particular calendar link.
Here are some ways that link parameters work:
- set the calendar to open on a specific date.
- set the calendar to open with a specific calendar view.
- overwrite the default language.
- force the calendar to open in a different time zone.
- activate a periodic refresh of the calendar (Premium plan only, good for using a calendar on a display screen).
- set the calendar to open with a different week start day.
4. Get all your calendar links into a calendar dashboard
Teamup introduced user accounts as a free, optional service in 2018. While you don’t have to have a user account to create or use a Teamup calendar, they’re helpful for those who want to get the most out of their calendars.
When you create a user account, you get access to a calendar dashboard.
Here you can add all your Teamup calendar links, then access them easily, from any browser. It’s a much faster way to manage your calendar access. In one central location, you can view and open all these links:
- Links to the calendars you’ve created.
- Links to Teamup calendars shared from other individuals or organizations.
- Different calendar links for the same calendar: for example, the admin link when you need to access settings, and a modify link for day-to-day calendar use.
- Links customized with calendar link parameters, as described above.
- Links with a customized sub-calendar view (see below).
5. Organize sub-calendars and folders for the way you work
By default, folders and sub-calendars are ordered alphanumerically. You can control the ordering, however, by smart use of symbols and numbers in the titles.
For example, you could use numbers in front of folder titles to force the folders to sort in your preferred order. You can do the same with sub-calendars. You can also use symbols as a way to set some folders or sub-calendars at the top of the list. Then it’s easy to expand or collapse folders, or toggle sub-calendars on or off, to see just the sub-calendars you need to see as you work:
Once you have your sub-calendars and folders arranged the way you want them, you can create a calendar link with a specific sub-calendar view. First, use the Eye icon or title bar to open the folders and sub-calendars you wish to have included in the view.
Then click the Share link below the filter section of the sidebar. Copy that URL into your calendar dashboard, and you have a calendar link with your new default sub-calendar view.
How will you make the most of your Teamup Calendar?