Tips and tricks

Small habits that make the Calendar much more useful.

Creating and moving

• Double-click to create. In Day or Week view, double-click an empty slot. The date and start time are filled in (snapped to 15 minutes) with a one-hour meeting.

• Drag to reschedule in Month view. Drag a meeting, delivery or order-by chip to another day. Only the date changes — the time stays as it is. To change the time, open the event and click Edit event.

• Know what you're dragging. A drag rewrites the record itself, not a calendar copy, and leaves an audit entry naming who moved it and where it moved from. Money, milestones, tasks and procurement admin can't be dragged — change those where they live.

• Pulled-in events can't be dragged. If a chip refuses to move, check whether it came from Google or Outlook — their calendar owns it.

• Duplicate a recurring kind of meeting. Open a meeting and use the duplicate icon at the top of the panel instead of retyping it.

Finding things

• Use a lens, then adjust. Faster than ticking seven boxes. Products + Month is the procurement planning view; Money + Month with the cash strip is the cash-flow view.

• The cash strip only exists in Money + Month. If you're hunting for it in Week view, that's why.

• Search instead of scrolling. The search box above the grid finds an item, vendor, project, PO or invoice.

• Focus on one project. In the Projects list on the left, click Only beside a project to hide everything else.

• Link meetings to projects. It costs one field and turns the project filter into a real tool.

• Answer invites in one click. The orange "invite to answer" button above the grid jumps straight to meetings waiting on your RSVP.

Making it readable

• Switch Color by. ⚙ → Color by: Type colours chips by layer (green meetings, blue deliveries, red order-by…); Project colours them by job.

• Show more of the day. ⚙ → Hours shown at a time — choose 6, 8, 12, 18 or 24 hours in Day and Week view.

• Hide weekends if you don't work them (⚙ → Weekends → Hide), and pick whether weeks start on Sunday or Monday.

• Add a second time zone. ⚙ → Secondary zone adds a second time column in Day and Week — useful for out-of-state clients and sites.

Setup that pays off

• Name your locations. In Settings → Studio → Calendar, give every frequent location a name. The pill shows the name, not the URL — that's the whole point.

• Rename connected calendars right after connecting. An email address in the filter panel tells you nothing; "My calendar" and "Studio shared" tell you everything.

• Set your studio time zone. Settings → Studio → Company → Regional defaults → Timezone. Calendar times are stored in studio time, and reminders and calendar sync use it, so a wrong time zone means everything works — just at the wrong hour.

• Run "Send earlier meetings" once after connecting Google or Outlook (Settings → You → Connected accounts). It's the difference between a calendar that starts today and one that has your history in it.