1. What is Calendar?
Calendar mainly functions with Due Date; which drives the Schedule. Calendar helps you in easy scheduling of Items. Calendar provides enhanced visibility for Items, you can also switch to weekly and monthly view of Items. Set due date to any Unscheduled Item by dragging it to the desired date on Calendar. You can also filter data on Calendar.
2. How to Access Calendar
Calendar is available on Sprint, Issue and Release board. We are demonstrating example of Sprint Board in this article.
Login to Yodiz, go to Sprints and click on the following highlighted calendar icon.
Once the Calendar view is opened, Unscheduled items will be shown on the left panel Unscheduled Items have New and In Progress Statuses. Due Date of Unscheduled items is not set yet.
Note: Calendar shows weekly and monthly view of Items.
3. Functionality of Calendar
Calendar lets you plan, track and update Due Date of Items.
3.1 Add Items from Backlog
Calendar offers to add Items from Backlog using right navigation panel. Backlog shows Unscheduled tasks which are not part of any Sprint by Default.
Items can be added from Backlog on Release, and Sprint Board. We are using Sprint board example in this case.
Go to Sprint Board > Calendar View
Select Project and Sprint for which you want to set Items Due Dates. You can select these values from their respective drop-downs.
Open the Right navigation panel and go to Backlog Tab. Follow the screenshot below:
Backlog here shows only Unscheduled items. You can apply filters to search Backlog items. Click on the highlighted + Add button at the right end of each Item in order to add Items to Unscheduled Items Column. Unscheduled Items Column can be expanded or collapsed.
Note: If item is already in Unscheduled Items Column then it will not be shown in Backlog panel. Unscheduled Items are only those who have status New or In Progress. Due Date of these items is not set yet.
3.2 Schedule Items
One of the main functionality of Calendar is to easily schedule items by dragging them from Unscheduled column to Calendar.
Note: Items can also be dragged across the Calendar Dates.
Dropped Item Due Dates will be set according to the respective date in Calendar. If the Item Due Date is in Past, the color of the date will become Red but if the Due Date is yet to come the color of date will turn Green automatically.
4. Viewing your Calendar
Calendar view can help you maximize your productivity while planning unscheduled work. Check out following features for more details.
4.1 Monthly and Weekly View
You can switch between monthly and weekly view for enhanced visibility. Just click on the desired button and benefit from the multiple view of Items. Following is the example of monthly view of Calendar on Sprint Board.
4.2 Overdue Items
Overdue Items are the items which have Due Date in Past. Their Date label is in red color which reflects the duration of “Time Overdue”.
Note: Duration of Item Overdue can be seen in weekly view whereas in monthly view the overdue Items will have a red line at the left side of Item widget.
4.3 Highlight Weekends
Weekends are highlighted in calendar according to the set weekends. You can set any days as weekend in project level settings. Weekends can be viewed in weekly view.