4.4 Creating a New Calendar

This lesson will show you how to create a new calendar in AgileCase.

Access the calendars page

To create a new calendar, first access the calendars page by clicking the icon in the settings menu, under "System Settings".

Add a new calendar

As a default, AgileCase comes with two calendars; a public calendar entitled "Firm" which shows events crucial to your business and a private calendar called "Personal" which allows you to schedule your own private events on AgileCase.

To create a new custom calendar, click the "New Calendar" button in the top right hand corner of the page.

Fill out calendar details

The "Calendar Details" window will now open. Here you should name your new calendar and select whom it is shared with. You can choose to keep a calendar entirely personal, share it with everyone on your system or individually select which users can see it.

Once you have chosen your settings, click "Save Changes" to create the new calendar.

Your calendar is now on the system

Now you can access your calendar from the dropdown menu and edit user permissions. You can also view this calendar under the "Cal" tab on the navigation bar at the top of the page. To learn more about calendars, please view this chapter for more information.