Web Administrator's Guide
Saturday, November 23, 2024

How do I categorize my calendar by groups/departments?

If your website package contains the Group manager, you can apply "categories" to your events to allow your calendar to be searchable by groups/departments.

To categorize your calendar, follow these steps:
  1. Open the Groups manager
  2. Click the Group Types tab
  3. Enter a title for your calendar group type (i.e. Calendar, Events, etc.) then set the "Use for Resource Search" value to "Yes"
    Group Types window illustration
  4. Click the small save button in the upper right corner of the Group Types window
  5. Exit the Group Types window
  6. Click the Schedules tab
  7. Enter n/a and click the small save button in the upper right corner of the Schedules window (this is necessary to begin entering groups)
    Schedules window illustration
  8. Exit the Schedules window
  9. Click the Add New Group button Add New button
  10. Title the group according to the first category you want to use with your calendar (i.e. Youth, Women, Administrative, etc.)
  11. Choose the "calendar" group type you created in step 4 above
  12. Since this is not a real group with meeting times, locations, etc. you do not need to worry with changing or setting any of the other values
  13. Save and Exit
  14. Repeat steps 9-13 for additional categories/departments
  15. Open the Events manager
  16. Click Add New Event or open a previously created event
  17. Click the Personalization tab (this appears after saving a new event for the first time) 
  18. Select the appropriate group from the drop-down list
  19. Click the small save button in the upper right corner of the Personalization window
  20. Exit the Personalization window
  21. Save and Exit
  22. Repeat steps 16-21 for additional events
Your calendar is now searchable by categories as shown below.

Calendar categories illustration
Events:Creating/Editing
Miscellaneous:Personalization/Just for You

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