Overview calendar
The overview calendar shows three modules in one shared calendar view: tasks, patrols, and shifts/attendance — each split into planned (target) and done/recorded (actual). This gives you one glance at what is coming up in a period and what actually happened.
What is this view for?
The dedicated pages (task workspace, shift planner, activity log) each show only their own module. The overview calendar stacks all layers on top of each other and answers the planning question: What is due on this day overall — and where do plan and reality diverge? Every entry can be clicked and jumps to the responsible detail view via Open.
How to get there
The calendar currently has no menu item of its own. You reach it:
- directly via the address
/calendar(e.g. as a bookmark), - via the Quick create dialog (keyboard shortcut Ctrl+K or ⌘K): the Task and Round actions open the calendar with the create drawer already open,
- via the support chat (Hannah) when you ask for the calendar overview.
The six layers
Each layer has a fixed colour per module. Planned entries (target) are rendered filled, done/recorded entries (actual) as a coloured outline only:
| Layer | Rendering | Content |
|---|---|---|
| Tasks (planned) | filled | Due or planned tasks |
| Tasks (done) | outline | Completed tasks |
| Patrols (planned) | filled | Planned patrols |
| Patrols (ran) | outline | Patrols that actually ran |
| Shifts (planned) | filled | Planned shifts from the shift planner |
| Attendance (recorded) | outline | Actually recorded attendance times |
You only see the layers you hold the respective read permission for (see Permissions) — layers without permission are removed server-side.
Views and navigation
The header switches between Month, Week, and Agenda (a list rendering of the period) and pages with Back / Next / Today. The chosen view and the displayed date live in the URL — a shared link opens exactly the same view; the browser additionally remembers your view choice for the next visit.
Sidebar: object filter and legend
In the left panel you find:
- Object filter — multi-select: the calendar only shows entries of the selected objects (no selection = all accessible objects).
- Legend — every legend entry is a toggle: one click hides the layer (struck through and greyed out), another click shows it again. Toggling applies instantly, without reloading data.
Both settings live in the URL and are therefore preserved in shared links.
Viewing and opening an entry
Clicking an entry opens a detail window with layer, time, object, for planned shifts the staffing (assigned people), and — if available — the status (e.g. Due, Done, Planned). The Open button jumps to the responsible surface:
| Layer | Open leads to |
|---|---|
| Tasks (planned/done) | Task detail in the task workspace |
| Patrols (planned) | The object's route editor |
| Patrols (ran) | Activity, pre-filtered to the object's patrol scans on that day |
| Shifts (planned) | Shift planner, jumped to day and object |
| Attendance (recorded) | The time-tracking entry for editing |
Creating directly from the calendar
Clicking a free slot opens the create drawer — a deliberately short form with a type picker on top. Which types are offered depends on permission and context:
| Type | Requirement |
|---|---|
| Task | Permission Create tasks — always available; title, priority, and due date, with the clicked date pre-filled (in the week view also the time) |
| Attendance | Permission Create time tracking and exactly one object selected in the object filter; with start/end time and recurrence (series) |
| Round | Permission Create preset round settings — only when entering from an object (e.g. "Create round" in an object's task workspace); the drawer collects name and series and then hands over to the round wizard |
After creating, the calendar reloads automatically; detailed follow-up editing remains with the full editors of the dedicated pages.
Exporting
The Export button in the header opens Export & Delivery — pre-filled with the currently visible period (and, if exactly one object is filtered, that object). You choose the report type there.
Good to know
:::tip Note
- For very busy periods the calendar shows at most a few thousand entries per layer and warns: "Too many entries in this range — not all are shown." Narrow the range or the object filter in that case.
- Accounts with a customer relation only see entries of their accessible objects. :::
Permissions
:::info Permission The page is accessible as soon as you hold one of the three permissions View tasks, View time tracking, or View round evaluation. Contact your administrator if you do not have access. :::
| Action | Permission |
|---|---|
| See task layers | View tasks |
| See patrol layers | View round evaluation |
| See shift/attendance layers | View time tracking |
| Create a task | Create tasks |
| Create attendance | Create time tracking |
| Create a round | Create preset round settings |