To help keep your projects organized, we recommend using the calendar feature within 17hats. We advise creating a calendar for Leads, Booked or Paid Clients, and To-Dos and Workflow items. To begin setting up your calendars, go to your Account Settings > Calendars tab.
You have the option to use both a 17hats type calendar and your Google calendar. Using a Google calendar will allow you to see the projects and events assigned to that calendar outside of 17hats. Don’t use Google as your primary calendar? Don’t worry. You can use Google as an intermediary connection to most other calendar providers. Click here to learn more about this.
Once you’re on the Calendars page, you can start connecting or creating the calendars of your choice. If you have added users, you’ll also see your users calendars on this same page.
Upon signing up with 17hats, a 17hats default calendar will be created. We recommend using this calendar for your To-Do tasks and Workflow items. To quickly tell your calendars apart, update the name of this calendar to “To-Do & Workflow Items” using the edit dropdown like the example below:
Now, you can create additional calendars as needed, or connect your Google Calendar. To add a new calendar, click the “Add New Calendar” button on the top right of Calendars section. To add your Google Calendar, click the “Connect Google Calendar” button in that same area. If you’d like to connect more than one Google calendar, click here.
If events are not properly synching, please check that your Google calendar is actively syncing within your Calendar Settings tab. You will also need to verify your events are assigned to the appropriate calendar. If you're still having trouble, please read out troubleshooting article here.
For more on our recommended calendar setup, read our next article in this series. Just click the button below
Other questions? Reach out to our Business Support Team via Live Chat or Email Monday through Friday 7am-4pm PST.
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