Calendar

What is the Calendar?

The Calendar on RIB CX is a useful tool to manage the tasks on your Project.  When you first log in you will see the Calendar will appear on the news page.

The widget displays the forms that are due within the next 7 days.

By default, the widget shows you documents that are actioned to you.

However, you can change this so the widget displays forms you created by changing the drop-down menu shown below.

Hover for More Details

1. You can hover over each item to see more details about the document.

2. You can click on it to view the document in full.

View Your Calendar

1. To view the full calendar, click on the View Calendar option.

2. You can also click on the Calendar option under Activities in the menu screen to access your Calendar

3. To access a specific day click on the day column in the widget

Calendar Views - Day, Week, Month, Year

You can view the Calendar by different views using the tabs shown below

What Do the Different Colours Represent?

Blue - Items that are open and the due date is more than 7 days away

Green - Items  are closed within the due date 

Red - Items that are open and past the due date

Dark red - Items that are closed but closed after the due date

Orange - Items that are due in the next 7 days

You can open a document in the Calendar by clicking on it

Create a Form from the Calendar

To create a form from the calendar double click on a day to launch the new form picker

Filter the Calendar

You can filter the calendar to show only the form types you require.

As well as by their status.

 

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