Tips and tricks

Double-click to create. In Day or Week view, double-click the slot. The time is already filled in.

Drag to reschedule — and know what you're dragging. Meetings, deliveries and order-by dates are draggable, and the drag rewrites the record, not a calendar copy. Every drag leaves an audit entry naming who moved it and what it moved off. Money, milestones, tasks and procurement admin are not draggable; change those where they live.

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

Use the 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.

Name your locations. The pill shows the name, not the URL. That's the entire point.

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

Rename connected calendars immediately after connecting. [email protected] in the rail tells you nothing; "My calendar" and "Studio shared" tell you everything.

Set your studio timezone. Settings → Company. Without it, Workroom assumes US Eastern for calendar writes and reminders. Everything still works — it just works in the wrong timezone.

Use "Send earlier meetings" once, after connecting. It's the difference between a calendar that starts today and one that has your history in it.