Project Calendar

The Calendar tab puts one project's board cards and its overall timeline on a calendar, so you can see what lands when, add a card on any date, and move the whole project by dragging its bar.

Overview

The project Calendar is locked to one project. It shows that project's cards and a bar for the project's start-to-due dates, with the whole span shaded so you can see at a glance which cards fall inside it. Clients can open it too, read-only — as long as the Calendar tab is switched on and shared with them; see the client access line.

Turning the Tab On

  1. Open the project
  2. Click the gear at the end of the tabs row (Manage Tabs)
  3. In Manage Project Tabs, under Add Tabs, click Add next to Calendar
  4. Click Save Changes — the page reloads with the new tab

Only administrators, editors, system admins and tech admins see the gear.

What Appears

Cards from the project's board, using each card's own start and end dates:

  • A card with both dates spans them as a bar
  • A card with only one date shows on that day
  • Each card shows the client, the project and the initials of the card's members; hover for the full title
  • Click a card to open it in the side panel

Completed cards stay on the calendar. Cards with no dates don't appear.

The project bar runs from the project's Start Date to its Due Date (set with the date button in the project header), and the days between are shaded.

  • With only a due date, the project shows as a single marker on that day, with no shading
  • With no project dates, there's no bar — cards still show

Tasks and tickets don't appear on the project Calendar.

Views

Use the toolbar to move between dates (previous, next and today) and to switch views:

ViewShows
MonthThe default — a full month grid
WeekOne week as a day grid, without hours
AgendaA list of what's coming up

The tab remembers the view you last used, separately from the main Calendar page. When the calendar is very narrow (under about 480px) it switches to Agenda on its own.

Adding a Card on a Date

  1. Tap or click an empty part of any day. In Agenda, tap the + beside a day's heading instead.
  2. A New card form opens with that date filled in. You can change the date.
  3. Type a Card title and choose the List it goes in.
  4. Click Add card, or press Enter in the title.

The card appears on the calendar and on the board straight away. It starts and is due on the date you chose and is assigned to you, the same as a card added on the board. Open it to change its dates, members or anything else.

A single tap works on phones and tablets; you don't need to press and hold. On a phone the form slides up from the bottom of the screen. Close it without adding anything with Cancel, by tapping outside it, or with Escape.

Good to know:

  • If the project has no lists yet, the form says Add a list on the Board first, then add cards to it.
  • Agenda only lists days that already have cards. To add a card on an empty day, use Month or Week.
  • Only people who can edit the project can add cards this way. Clients and other view-only users don't see the form.

Rescheduling the Project

Your team can change the project's dates right on the calendar:

  • Drag the bar to move the project — start and due move together and the length stays the same
  • Drag either end of the bar to change just the start or the due date

The calendar redraws the shading and the dates in the project header update straight away.

Cards can't be dragged here. Change a card's dates from the card itself on the board. Clicking an empty day adds a card instead.

Who Can Use It

Can see itCan drag the project barCan add cards
Administrators and editorsYesYesYes
Other staff who can edit the projectYesYesYes
Assigned client users and users of the project's client, when Calendar is shared with themYesNo — read-onlyNo

If someone without permission to edit the project tries to move it, they see You cannot reschedule this project.

Compared with the Main Calendar

Project Calendar tabMain Calendar page
ShowsThis project's cards and the project barEverything you choose — tasks, tickets, cards and more
Filters, Mine/TeamNot shownAvailable
Clicking a dateAdds a board card to this projectOpens the create form for a task, ticket or project
Start-to-due shadingYesNo
ClientsCan view, read-onlyStaff only

Notes & Gotchas

  • If a range holds too many cards to draw, you'll see More cards fall in this range than can be shown. Narrow the range with Week or Agenda.
  • If a change to the bar is still saving and you drag it again, you'll be asked to wait a moment and try again.
  • The shading needs both a start and a due date.

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