Association Calendar Instructions

Overview: This article will show you how to create a Calendar event on the Association Calendar along with copying existing events over to additional associations. 

Creating a Calendar Event

Go to the Association > Calendar and select the correct association. 

If the month of the event is not visible on the current view, click on the Calendar in the calendar's toolbar. This will let you navigate through the available months using the left and right arrow. Today's date will be shown in blue at the bottom of the date selector. Selecting any date within the month will update the Event Calendar accordingly.

Once in that Association's Calendar for the desired month, double click on the date you want to make the event for and the Event form will appear.

Fill out the following information for your Event, and then click Save to submit your event on the Calendar. 

• Title: The name for the Event you would like to create.

• Start: Start date/time (time will not be an available option if All day event is selected).

• End: End date/time (time will not be an available option if All day event is selected).

• Repeat: From the dropdown list, you can select Never, Daily, Weekly, Monthly or Yearly along with the day of the week you would like the event to be held.  Further, there is the option to select when the event will stop repeating (if applicable).

• Description: Description/details for the event you would like your invitees to see.

• Category: Color-coded categories are available to categorize your event (Note: there is not an option to create a customized category).

  • Assessment
  • Board
  • Clubhouse
  • Communication
  • Community Event
  • Meeting
  • Move In / Out
  • Other
  • Private Event

• Action Item: Select one of the action items from the dropdown list that allow you to kick off an action item on the selected date that you selected for your event. Example: If you are a Community Manager and have a monthly board meeting each month, you could create an event such as Order pizza for Board Meeting and select the Manager Task Action Item to kick off an Action Item for the user assigned to the Manager role and that action item will pop up on the Manager Dashboard for the assigned date. Visit the Generating eStatements from a Calendar Event for more information about this functionality.

• Security: This dropdown list allows you to control the visibility of who has the permissions to view this event on their calendar. These permissions follow the same logic as the Association Documents as explained in the Association Document Securities article.

  • Internal (ex. Monthly eStatement Generation)
  • Boards Only (ex. Closed Board meeting)
  • Homeowners (ex. Annual Meetings or Homeowner-only events.)
  • Everyone (ex. An Association-wide yard sale)

Copying Calendar Events

Once your Calendar event has been created you also are given the option to copy the calendar event to other association(s). Click Copy Event in the top left-hand corner above the calendar to copy the event to other associations.

This brings up the Copy Event window, shown below. Select the event and association(s) to copy it to. To copy the event to all associations, use the check box at the top of the column as shown below. Once all applicable association(s) have been selected, click Select to complete.