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πŸ“… Calendar

In 30 seconds

  • A monthly calendar with your orders' key dates: creation, dispatch and deadline.
  • It's in the side menu, in the Workshop group.
  • It's view-only: dates are set in the order's Dates tab.
  • All roles can see it, Read-only included.

In the Calendar you get an overview of the workshop's orders organised by key dates.


Viewing the calendar

You open it from the side menu: Calendar, in the Workshop group, below Production. It always shows the full current month by default. Use the ← β†’ buttons to move to the previous or next month, and Today to return to the current month.

There is no weekly or list view; the calendar is monthly only.


Three types of events

Each order can appear up to three times in the calendar, once for each type of date assigned to it:

ColourEvent typeDate it represents
πŸ”΅ BlueCreatedWhen the order was created.
🟒 GreenDispatchedWhen the order was shipped.
🟠 OrangeDeadlineThe deadline committed to the customer.

Each event shows the order number and the title, in the format #123 - Title.


Clicking an event

Clicking any event in the calendar opens that order's detail directly.


Adding dates to an order

Dates are set from the Dates tab inside the order detail. The calendar shows the Creation date, the Dispatch date and the Deadline; the order's other dates (payment and completion) don't appear. If an order has no date assigned for a specific type, it does not appear in the calendar for that type.

πŸ’‘ Best practice

Recommendation: Always assign a deadline when confirming an order. The calendar becomes a visual traffic light of your commitments: at a glance you know which days have the heaviest workload or whether a deadline is about to expire.


Who can see the calendar?

All roles (including Read-only) can see the calendar. Orders cannot be created or modified directly from it β€” only viewed.