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Firm administration

Set up calendar category groupings

Calendar categories let you use color codes for calendar entries on the
Manage Staff
 screen.
note
Calendar categories appear only in the Day or Timeline view. Use the Infotip to view calendar categories in the other views (Work Week, Week, or Month). Hold your mouse pointer over an item in the calendar to view the Infotip.
To create calendar categories, follow these steps:
  1. Select
    Setup
    Groupings
    Calendar Categories
    .
  2. Select
    Add
    .
  3. Enter a name for the calendar category (for example, Out of Office) in
    Description
    .
  4. Select the
    Down
     arrow and select a color from the dropdown list in
    Color
    .
  5. Select
    Enter
     to save the calendar category.
  6. To apply a calendar category, right-click the calendar entry and select the category from the context menu.

This article applies to:

  • Product: Practice CS
  • Subject: Setup

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