Documentation for Flexible Calendar for Jira


Introduction


Flexible Calendar for JIRA is calendar planner for project managers, event planners, HR managers, and whoever needs a more visual calendar planner. Our straightforward interface and easy-to-use platform are by far what sets us apart from other calendar planners.

Create New Calendar #back to top



  • Step 1 - Click "Add Calendar" in the upper right corner of the screen, then choose create.
  • Step 2 - Enter required information about your Calendar:
    • Name - The name of your calendar will be used when displayed in the list of calendars, when searching, and so on
    • Color - Events or Issues on the calendar will be painted in this color
    • Basic - in this mode, it is possible to display and create only custom events
    • Project - in this mode, you can select a specific project to display tasks
    • Filter - creating a calendar via the Jira filter
    • JQL query - creating a calendar via the JQL query
    • Issue Fields - JIRA fields that should be displayed on issue card
    • Start - (Start day field of Jira task - can be Jira system or custom field)
    • Select an editable start date field to have the ability to drag and drop tasks
    • End -(End day field of Jira task - can be Jira system or custom field) if it is empty then any task will be displayed for a duration of one day.
    • Select an editable end date field to have the ability to drag and drop tasks
    • Depending on start and end date fields type (date only or date time) events will be scheduled as All Day or not
  • Step 3 - Click Create.

Add Existing Calendar #back to top

  • Step 1 - Click "Add Calendar" in the upper right corner of the screen, then choose add existing.
  • Step 2 - Select existing calendar from the list (all the calendars to which you have permission are displaying)
  • Step 3 - Click Add.

Subscribe to External Calendar #back to top



  • Step 1 - Click "Add Calendar" in the upper right corner of the screen, then choose "Subscribe to external calendar.




  • Step 2 - Enter required information about your Calendar:
    • Name - The name of your calendar will be used when displayed in the list of calendars, when searching, and so on
    • ICS Feed Url - The Url to external calendar
    • Events will be pulled from an external calendar each 10 minutes
    • Color - Events or Issues on the calendar will be painted in this color
  • Step 3 - Click Create.

Create New Event Types for Calendar #back to top



  • Step 1 - Click the three dots to the right of the calendar name to which you want to create new event type
  • Step 2 - Open "Event Types" tab.
  • Step 3 - Click "Add new Event" button.
  • Step 4 - Enter required fields:
    • Name - The name of Event Type
    • Icon - Icon of Event Type
    • Reminder - Select a time before which event participants should be notified about event start
  • Step 5 - Click Create.

Create New Event#back to top



  • Step 1 - Double-click on the calendar day block
  • Step 2 - Select the calendar on which the event will be created.
  • Step 3 - Type the name of your Event will be used when displayed in calendar.
  • Step 4 - Select the type of event you'd like to add from the Type drop-down.
  • Step 5 - Choose if it should be All Day event or not.
  • Step 6 - Specify the start and end dates for your event.
  • Step 7 - Select users who participate in the event.
  • Step 8 - Click Create.

Create Recurrent Events #back to top



  • Step 1 - Double-click on the calendar day block
  • Step 2 - Select the calendar on which the event will be created.
  • Step 3 - Type the name of your Event will be used when displayed in calendar.
  • Step 4 - Select the type of event you'd like to add from the Type drop-down.
  • Step 5 - Choose if it should be All Day event or not.
  • Step 6 - Specify the start and end dates for your event.
  • Step 7 - Select users who participate in the event.
  • Step 8 - Select recurrent mode from "Repeat" dropdown.
  • Step 9 - Specify recurrence rule.
  • Step 10 - Click Create.

Timeline View #back to top

Group Tasks by Project

Group Tasks by Issue Type

Group Tasks by Assignee


  • Step 1 - Click on "Views" dropdown on the top right corner
  • Step 2 - Select Timeline.
  • Step 3 - Select "Group By" field from the dropdown. (custom events are displaying in the "Without Group" section)

    • - In order to drag and drop events in timeline view, you need click on it firstly


    • - You can change scope of timeline view by clicking + and - buttons at the right of calendar header





    • - In order to create new events on the timeline view click the three dots to the right of the calendar name and select "New Event"

    Agenda Week View #back to top



    • Step 1 - Click on "Views" dropdown on the top right corner
    • Step 2 - Select Agenda.

    Calendar Permission #back to top



    • Step 1 - Click the three dots to the right of the name of calendar to which you want to restrict access
    • Step 2 - Click Edit button.
    • Step 3 - Open "Permission" tab.
    • Step 4 - Choose a user or group for which you want to grant access.
      • ADMIN permission
        • All possible actions are allowed
      • USE permission
        • All possible actions are allowed except calendar edit and new event types creation
    • Step 5 - Click edit.

    Create Quick Filters for Calendar #back to top



    • Step 1 - Click the three dots to the right of the calendar named for which you want to create a quick filter
    • Step 2 - Click "Configure quick filters".
    • Step 3 - Enter required fields:
      • Name - The name of Quick Filter
      • Condition - JQL condition
      • Share with other users - Select if other users can use this quick filter
    • Step 4 - Click Save.
    • Step 5 - Click checkbox near the filter name in order to have possibility to apply this filter to the calendar.
    • Step 6 - Click close.
    • Step 7 - Apply quick filter by clicking on it.

    Export Calendar #back to top


  • Here you can find instruction how to automatically sync/update issue calendar from Flexible Calendar to Google Calendar

    • Step 1 - Click Export button on the top right corner
    • Step 2 - Select calendars to export.
    • Step 3 - Select period.
    • Step 4 - Click "generate calendar" link.
    • Step 5 - Copy link and import it to Google, Apple, your phone, and many other calendars app.

    Configure Calendar Gadget #back to top


    • Step 1 - Go to the Jira Dashboard
    • Step 2 - Click "Add Gadget" button on the top right corner .


    • Step 3 - Click on "Load all gadgets" link if "More gadgets available" popup appears.



    • Step 4 - Find "Flexible Calendar" gadget and click "Add Gadget" button.




    • Step 5 - Configure new gadget:







      • Calendars - Select calendars that should be displayed
      • Scope - Calendars scope
      • Weekends - display weekends on the calendars or not
      • Refresh Interval - How often you would line this gadget to update
    • Step 6 - Click Save

    Configure Working Days and Hours #back to top



    • Step 1 - Go to the "{jiraUrl}/secure/CalendarWorkingDaysConfiguration.jspa"
    • Step 2 - Select days that are working (saves automatically on click).
    • Step 3 - Specify work day start and end hours (click "Update working hours" button to save changes).