Calendar in the mobile app
Your reply deadlines, follow-up reminders, events you add from emails and dates from other Smart products appear in a single calendar.
- Any user who has signed in to the app
- Administrator permission is required to add an organization-wide event
What is the calendar in the mobile app?
Your reply deadlines, follow-up reminders, events you add from emails and dates from other Smart products appear in a single calendar. Who can do this: any user signed in to the application; administrator permission is required to add events to the whole organization. Reply deadlines and follow-up reminders are added to the calendar only when you select Add to Calendar or enable that type in the Preferences card at the bottom of the screen.
Opening and navigating the calendar
Tap the calendar icon in the top bar of the inbox. You can also access the calendar from the Settings screen.
Use the arrows on either side of the month name to move between months; Today returns to today 1.
Use the Mine, My department and Organization filters to choose whose calendar you want to see 2.
In the month grid, days with items show a dot below them; a red dot is an overdue item and a yellow dot is a priority item 3. Tap a day.
The items for the day you select are listed below 4. Each row shows the product that created the item, its type, date and whose calendar it is on.
- 1Month and Today
- 2Filters
- 3Day with an item
- 4Today's items
Number on the calendar icon
The number in the corner of the calendar icon in the Inbox top bar is the number of items open in your calendar today: items from your own, your department, and your organization, from all Smart products.
Completed or cancelled items are not counted. If there are no items today, the count is not shown; if there are more than 9, it shows 9+.
If there is an overdue but open item, the number turns red.
When you open the app, when your calendar changes, when you return to the app, and while it is open, it refreshes every 5 minutes.
Mail calendar items
For an email with an item in the calendar, a calendar icon appears below its avatar in the list.
Open the email and tap the Calendar tab in the bottom panel. Items linked to this email that you can see are listed: organization items are visible to everyone; department and person items are visible only to their owner.
With Add to calendar in the tab, you can add a new event from this email; the item you add appears in the list immediately.
Opening the item
Tapping an item from SmartMail opens the relevant email inside the app.
An item from another Smart product opens on that product's page.
The Join button appears on the item with a meeting link 5.
- 5Join
Adding an event
Select a day in the calendar and tap New event, or open an email and tap Add to calendar on the Summary & Details or Calendar tab.
Enter the title 6. When adding from an email, the title is the email subject; if the email mentions a date, the form opens with that date.
Select All day or Time and set the date 7; optionally, select the recurrence and reminder time 8.
If needed, mark Priority 9, add a location and meeting link, then tap Add to calendar.
- 6Subject
- 7Date
- 8Reminder
- 9Priority