How do I add an event to a specific date?

Question: How do I add an event to a specific date?

Answer:

Selecting a Date for your Event

First, you will want to navigate to Association > Calendar and select the appropriate Association. When you click on the Calendar/Date button that is highlighted, the calendar month will appear.  You can navigate to the previous or next month by clicking on the black arrows.  At the bottom, in blue, is the current date that you can click on to add today’s date.

By clicking on the Month Year, all the months will appear so you can easily navigate to the month you need.  Select a month and that month's calendar will appear. 

Click on Year on the top header and have more options. 

Creating an Event on the Calendar

Once an Event date is selected, you can click on that day in the calendar and the following screen will appear:

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: The following categories are available to categorize your event (Note: there is not an option to create a customized category):

• Assessments
• 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 a specific action item on the selected date that you selected for your event. For 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.

Security: This dropdown list allows you to control the visibility of who has the permissions to view this event on their calendar.  The following options are available:

• 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)