--- version: "2.0.6-AC" language: "en" --- # Calendar for Jira Cloud ## **Calendar for Jira --- one place to plan across projects** ![Cal 1-20251010-104225.png](https://docs.teamlead.one/__attachments/a_d3e0c7c89d8b9e8f474aa0c795de9d4e70feab749328a7b273d6295ae561c896/Cal%201-20251010-104225.png?cb=91bb8c42c5d98f3a9da515423d0e3cd1) Work rarely happens in one project --- and that's exactly where our calendar helps. Calendar for Jira brings together issues, events, and personal tasks from multiple projects, so you always see the full picture and stay focused on what matters. No switching tools, no juggling boards --- everything you need is in one place. * **Create shared or personal calendars with your own JQL scope** * **Highlight key tasks with color rules** * **Connect Google or Outlook calendars to see your full schedule** * **Drag and drop to reschedule, rebalance, or check workload** * **Use quick filters to focus on what's urgent or relevant** > *Built for teams that plan, track, and adapt --- right inside Jira.* ![Frame 34575.png](https://docs.teamlead.one/__attachments/a_20edddea5c3f0ed6660785bcc3ecb4f515228d0da016041e5827efb0261da83f/Frame%2034575.png?cb=85aa3b0a70c0b1da13ca93b63149614a) ### πŸš€ **Get started** Set up your first calendar in a few minutes: * [++Create a calendar++](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/creating-calendar.md) --- start from your project or a JQL filter * [++Adjust layout and date fields++](https://docs.teamlead.one/calendar-for-jiracloud/2.0.6-AC/editing-calendar) --- choose what you want to display * [++Add quick filters++](https://docs.teamlead.one/calendar-for-jiracloud/2.0.6-AC/filtering-your-calendar) --- save time and focus faster * [++Share with teammates++](https://docs.teamlead.one/calendar-for-jiracloud/2.0.6-AC/sharing-your-calendar) --- keep everyone aligned * [++For Admins++](https://docs.teamlead.one/calendar-for-jiracloud/2.0.6-AC/administrator-guide) --- installation and permissions ### πŸ’‘ **Ways to use Calendar for Jira** Calendar fits different workflows --- here are just a few ideas: * [**HR \& Team coordination**](https://docs.teamlead.one/calendar-for-jiracloud/2.0.6-AC/vacations-business-trips-hr-calendar) --- plan vacations, events, and team availability * [**Marketing \& Product teams**](https://docs.teamlead.one/calendar-for-jiracloud/2.0.6-AC/marketing-calendar) --- schedule launches, posts, and deadlines * [**Personal planning**](https://docs.teamlead.one/calendar-for-jiracloud/2.0.6-AC/personal-calendar) --- mix work, reminders, and private events in one view > See examples: > [++Project Management++](https://docs.teamlead.one/calendar-for-jiracloud/2.0.6-AC/project-management) β€’ [++Sales Activity Calendar++](https://docs.teamlead.one/calendar-for-jiracloud/2.0.6-AC/sales-activity-calendar) ### πŸ”— **Resources** * [++Quick UI Guide++](https://docs.teamlead.one/calendar-for-jiracloud/2.0.6-AC/quick-ui-guide) * [++Feature comparison: Jira calendar vs Calendar for Jira++](https://docs.teamlead.one/calendar-for-jiracloud/2.0.6-AC/comparing-our-calendar-with-the-basic-jira-calenda) * [++Cloud migration++](https://docs.teamlead.one/calendar-for-jiracloud/2.0.6-AC/migration-from-data-center-to-cloud) * [++Advanced setup tips++](https://docs.teamlead.one/calendar-for-jiracloud/2.0.6-AC/advanced-user-guide-api-etc) * [++FAQ++](https://docs.teamlead.one/calendar-for-jiracloud/2.0.6-AC/faq) * [++Roadmap++](https://docs.teamlead.one/calendar-for-jiracloud/2.0.6-AC/roadmap) ☁️ ***If you're migrating to Cloud, see*** [++***Migration Guide***++](https://docs.teamlead.one/calendar-for-jiracloud/2.0.6-AC/migration-from-data-center-to-cloud)***--- we've covered common questions*** ### πŸ’¬ **Need help or want to stay in touch?** * Want to see it live? [++Book a demo++](https://calendly.com/teamlead_apps_for_jira/45min?month=2025-10) * Contact us: support@teamlead.one * Subscribe to our updates β†’ [++Get product news and guides++](https://teamlead.one/subscription?utm_source=calendar-doc&utm_medium=documentation&utm_campaign=cloud-launch) * Follow updates on [++LinkedIn++](https://www.linkedin.com/company/teamlead?utm_source=calendar-doc&utm_medium=documentation&utm_campaign=cloud-launch) or [++teamlead.one++](https://teamlead.one/?utm_source=calendar-doc&utm_medium=documentation&utm_campaign=cloud-launch) 🧩 ***Calendar for Jira works great with*** [++***Reminders for Jira***++](https://marketplace.atlassian.com/apps/1217030/reminder-for-jira-issue-follow-up-notifications?hosting=cloud&tab=overview?utm_source=calendar-doc&utm_medium=documentation&utm_campaign=cloud-launch)***and*** [++***CRM for Jira***++](https://marketplace.atlassian.com/apps/1211588/crm-for-jira-customers-sales?hosting=cloud&tab=overview?utm_source=calendar-doc&utm_medium=documentation&utm_campaign=cloud-launch)***. Plan time, manage clients, and keep every project in sync.*** *(If you plan to use more than one of our apps, we have a special offer --- feel free to contact us for details)* *** ** * ** *** πŸ”” **Stay informed** Subscribe to get the latest updates and explore new product capabilities πŸ‘‰ [**Subscribe for updates**](https://teamlead.one/subscription?utm_source=docs&utm_medium=footer&utm_campaign=calendar) --- version: "2.0.6-AC" language: "en" --- # Accessing your calendars Our Calendar for Jira app provides flexibility in managing which calendars are visible in the sidebar's *Calendars* menu. You can select specific calendars to be readily accessible or choose to keep them hidden and access them only via the *Manage Calendars* option. ## Calendar manager Here's how to customize your sidebar calendar list: Access the calendar manager by clicking the *Manage Calendars* button in the *Calendars* menu in the sidebar. ![Clicking Manage calendars to open the calendar manager - gif.](https://docs.teamlead.one/__attachments/a_0c97d0f6f004cca3b172d876e3e05bd5b64aada80c19a69117965bdbe518798e/SBC-1.gif?cb=ddf6b027f2fd2abcba79c02ef485c27f) Accessing your calendar - Manage calendars Let's go over the main components of the calendar manager: ![SBC-7.png](https://docs.teamlead.one/__attachments/a_9a598ddc2eeb49c91f0a41e69f8b0e716c378e538c086a772caa51a2f0ddf543/SBC-7.png?cb=70147ba3636b43f19f1459bd07004227) Accessing your calendars - Calendar manager 1. Search: Quickly find the needed calendar by the name. 2. Create calendar: Access the calendar creation tool directly from the calendar manager. 3. Calendars: All your calendars are stored here. 4. Edit calendar: Access all of our editing tools from the calendar manager. 5. Open calendar: Switch to the calendar you selected. 6. Delete calendar: Remove the calendar you no longer need. Warning: Once the calendar is deleted, the settings related to it---quick filters, card colors and attached external calendars---will be permanently deleted as well. 7. Shared with me: All shared with you calendars will be displayed here. ### Managing Favorites When you create new calendars in our Calendar for Jira app, they at first automatically appear in the *Calendars* menu. It is indicated by the filled-out star icon next to the calendar's name: ![SBC-5.png](https://docs.teamlead.one/__attachments/a_d14300d69b515989ad460a805efc4e98b43cdc9787a195ceb67848d4c14f88f9/SBC-5.png?cb=913823d5a4f01363aa60a1dbd5367032) Accessing your calendars - Calendar within Favorites To remove a calendar from the sidebar display, click the filled star icon next to its name. The star will change to an outline, indicating that the calendar is no longer a *Favorite* . Non-favorite calendars are not displayed in the *Calendars* menu of the sidebar. Similarly, if you would like to add the calendar back to favorites, click the star outline button---the star will fill out, indicating that the calendar had been added back to Favorites. ![SBC-8.gif](https://docs.teamlead.one/__attachments/a_d312a3fb3835e09a77b87a8f0aecc84a86fe21598c2f2bd7fe097272d3830d0e/SBC-8.gif?cb=59d3cde03629c5bce90df3ce551603e9) Accessing your calendar - Adding or removing calendars from favorites After this, the calendar will also appear in the *Calendars* menu of the sidebar. The changes will also be confirmed by a notification pop-up: ![SBC-9.gif](https://docs.teamlead.one/__attachments/a_08420272f36a2e4c3b0d3121c0b19d670481bfd06c8f165afdd0be23dadc2702/SBC-9.gif?cb=bc04cdb4fa7078c1bf80954211ef6579) Accessing your calendar - Notifications ### Switching between calendars Switching between the calendars in the *Calendars* menu is very straightforward. Click on the name of the calendar you'd like to view or edit---the application will redirect you to that calendar. ![Clicking on calendars' names to switch between them - gif.](https://docs.teamlead.one/__attachments/a_02c226e3f8756ce6c69abed4ce20478031d5586170739e51106cb51f4d89026f/SBC-5.gif?cb=b78bff026f1ac6d1f05b94dc9c909358) Switching between calendars If you wish to access one of the calendars which are not in your *Favorites*, you can do so from the calendar manager menu: ![SBC-6.gif](https://docs.teamlead.one/__attachments/a_2dd7d003f1148055263faabbda7286e1abe7911ef82dd90035d0e63fcdbde8e3/SBC-6.gif?cb=9a6b463bf9c06a98e17c122e9bcc5708) Accessing your calendar - Opening a calendar through the calendar manager Note: Quick filters, Card colors settings, non-JIRA events and External Calendars are linked to your individual calendars. Switching between them will make the calendar app display the settings related to the selected calendar. *** ** * ** *** πŸ”” **Stay informed** Subscribe to get the latest updates and explore new product capabilities πŸ‘‰ [**Subscribe for updates**](https://teamlead.one/subscription?utm_source=docs&utm_medium=footer&utm_campaign=calendar) --- version: "2.0.6-AC" language: "en" --- # Administrator Guide This section is in development as we continue improving your experience. Please check back later. --- version: "2.0.6-AC" language: "en" --- # Advanced User Guide (API, etc) This section is in development as we continue improving your experience. Please check back later. --- version: "2.0.6-AC" language: "en" --- # Calendar Gadget for Dashboards Are you a Jira Dashboards user? If so, we have great news! The Calendar for Jira app features a Calendar Gadget that you can add directly to your dashboards for quick access. To get started, follow the instructions below. ## Adding the Gadget 1. Access your dashboards from the left-hand sidebar in Jira. Can't find the Dashboards menu? Be sure to check the *...More* option at the bottom of your sidebar---the link might be tucked away there. ![D-1.gif](https://docs.teamlead.one/__attachments/a_5ad9808c111822df3461485dba199f5971393b117f3ac0b1b9f533bb4447ae3d/D-1.gif?cb=c3cdbc0b8d2a6e7fb2d862f24bf6759c) Calendar Gadget - Locating dashboards 2. Once you're in Dashboards, select the specific dashboard where you'd like to add the gadget, or create a new one. Click *Edit*in the top-right corner of the dashboard screen: ![D-2.gif](https://docs.teamlead.one/__attachments/a_dafa32039fbc5638b7fee8c5ef86f35362eac1bb68aceae601591881388b3522/D-2.gif?cb=d786f863330695d690f11bed670c4a36) Calendar Gadget - Editing the dashboard 3. Upon entering the dashboard settings, click *Add gadget*. Then, in the search field on the right side of your screen, search for Calendar gadget by Teamlead: ![D-3.gif](https://docs.teamlead.one/__attachments/a_fc08e0b31b587bbc0bc4bd0a936e82de1335c840c7a85c9a8f4cfc6bace846c2/D-3.gif?cb=20f3fc3dab5dd4acab920ac7694012d7) Calendar Gadget - Adding the gadget Note: Make sure to select the gadget specifically from our app. πŸ™‚ 4. Click *Add*, and the gadget will automatically appear in the first available slot on your dashboard. If you need it elsewhere, simply click the handle in the top-left corner of the gadget and drag it to your preferred spot. ![D-4.gif](https://docs.teamlead.one/__attachments/a_6c378beb7c9ace4fb2196b64244e3d614e0f8cccd5c490aaa058a5342cb5636a/D-4.gif?cb=14adb1c118ff46e38fdd0cf04a08dd55) Calendar Gadget - Moving the gadget 5. Once you've added the gadget, you will see a *Configure* button---click it to select your preferred calendar and its view. Once the gadget is configured, you can click *Save* to apply the settings, which the gadget will display live: ![D-5.gif](https://docs.teamlead.one/__attachments/a_4cee7132fc6ac66e8ff45bd744f42d5b48b541bf4f05d471d9adc5f990f61cab/D-5.gif?cb=71af5d9f86ce968fe8699e8d3d494976) Calendar Gadget - Configuring the gadget 6. Click *Done*in the top-right corner of the dashboard to apply your changes to the entire dashboard. ![D-6.gif](https://docs.teamlead.one/__attachments/a_7f066f5502d5ec32469e6d58174d3e50d6bae95ca09b6f66589b698701ffa742/D-6.gif?cb=2247802a693ec83ee71f40c715e3b34c) Calendar Gadget - Applying the changes Congratulations! You've added the gadget to your dashboard. Tip: Like any Jira gadget, you can add the Calendar Gadget multiple times. Each instance can display a different calendar, allowing you to monitor multiple schedules at once. ### Main UI components Let's go over the primary components of the gadget. ![D-7.png](https://docs.teamlead.one/__attachments/a_face3941f572a7027c4995338ac1a17264a7ea7e02621b5a1675c4bcdca6e8dc/D-7.png?cb=df70cbe96cfd5d0e52872f548da4fbf5) Calendar Gadget - Quick overview 1. Calendar name: Displays the name of the calendar selected in this gadget. 2. Jira controls: These are the standard controls found on any Jira gadget. Use these to minimize, view in full-screen, refresh data, or copy a link to the gadget's current state. 3. Navigation arrows: Move through the calendar to find the specific timeframe you need. 4. Today button: Quickly jump back to the current date. 5. Date: Displays current month, week or date, depending on your view. 6. View picker: Select the best-fitting view for your current needs here. 7. Calendar grid: View your scheduled activities here.3 ### Optimizing you view If you aren't satisfied with how the calendar looks (for example, if the view feels too narrow), or you'd like to change the calendar displayed in your gadget, we have a couple of solutions. #### Adjust your Dashboard Layout Depending on the calendar view you choose, the gadget may require more screen space. This is especially true for Month, Year, or Timeline views. To adjust your dashboard layout for a better fit, follow these steps: 1. Click the *Edit*button in the top-right corner of your screen to enter the dashboard configuration mode. ![D-2.gif](https://docs.teamlead.one/__attachments/a_dafa32039fbc5638b7fee8c5ef86f35362eac1bb68aceae601591881388b3522/D-2.gif?cb=d786f863330695d690f11bed670c4a36) Calendar Gadget - Accessing dashboard settings 2. Locate and click the *Change layout* button in the top-right corner of your screen. A pop-up menu will appear with various column configurations; select the one that best suits your needs. ![D-8.gif](https://docs.teamlead.one/__attachments/a_e42c5888e7b0c43418dade15fc4dd7af3f0129b1b6246bf1481da2206f2a036a/D-8.gif?cb=cbcbfcea2ca4a0c43485051763bdd98d) Calendar Gadget - Changing the dashboard layout 3. Click *Done*to apply your changes. #### Switch Views If changing the layout isn't an option, you may want to select a different view for your calendar. You can experiment with different views directly within the gadget by clicking the view picker. These are the same views available in the full Calendar for Jira app. Note: Changing the view directly in the gadget is temporary. Once you refresh the page, the gadget will revert to the default view selected during configuration. To permanently change the gadget's default view, follow these steps: 1. Click the *Edit*button in the top-right corner of your screen to enter dashboard configuration mode. ![D-2.gif](https://docs.teamlead.one/__attachments/a_dafa32039fbc5638b7fee8c5ef86f35362eac1bb68aceae601591881388b3522/D-2.gif?cb=d786f863330695d690f11bed670c4a36) Calendar Gadget - Accessing dashboard settings 2. Locate the options (...) button in the top-right corner **of the gadget** , click it, and select *Configure*. This will take you back to the gadget's settings. ![D-14.png](https://docs.teamlead.one/__attachments/a_ef98a398d84201a444a785363a8e635a2325ce3ceb7d41e15485e9306f28684c/D-14.png?cb=f60d45f7f60e4dccbdcfac261a6eb3cc) Calendar Gadget - Accessing the gadget's settings 3. Select your preferred default view from the dropdown menus. ![D-15.png](https://docs.teamlead.one/__attachments/a_3cfee903c8255f3d0015f228ab756b6d121355e2738248974cb850617e3b02d5/D-15.png?cb=8adad0d93fe9cc38ed86f636a644d237) Calendar Gadget - Switching the view Tip: The *List view* is the most compact and effective option for smaller gadgets or narrow columns. 4. Click *Save* within the gadget, then click *Done*in the top-right corner of your screen to apply the changes to your dashboard. ![D-6.gif](https://docs.teamlead.one/__attachments/a_7f066f5502d5ec32469e6d58174d3e50d6bae95ca09b6f66589b698701ffa742/D-6.gif?cb=2247802a693ec83ee71f40c715e3b34c) Calendar Gadget - Applying the changes ![D-16.png](https://docs.teamlead.one/__attachments/a_dbd80086986f932bdd2cef26ff53149fde8cc48d0b1d22c75e9ea46db5a36371/D-16.png?cb=ed2ddab05632e294d4d1c8803f74131d) Calendar gadget - Gadget after the changes By experimenting with different layouts and views, you'll find the configuration that best suits your workflow! #### Change the Gadget's Calendar Similarly to switching the default view of your calendar gadget, to change the calendar displayed in the gadget you need to navigate to its configuration screen. To do so, follow these steps: 1. Click the *Edit* button in the top-right corner of your screen to enter dashboard configuration mode. ![D-2.gif](https://docs.teamlead.one/__attachments/a_dafa32039fbc5638b7fee8c5ef86f35362eac1bb68aceae601591881388b3522/D-2.gif?cb=d786f863330695d690f11bed670c4a36) 2. Locate the options (...) button in the top-right corner **of the gadget** , click it, and select *Configure*. This will take you back to the gadget's settings. ![D-17.png](https://docs.teamlead.one/__attachments/a_7b7f535d569277f491253d05165bddea07be4fc812c1edc4b8227daa29036310/D-17.png?cb=77fa05f3c30f92e4c8b3de8bab2846cf) Calendar Gadget - Accessing the gadget's settings 3. Select your preferred calendar from the upper dropdown menu. In this example we will change the default view as well. πŸ™‚ ![D-18.gif](https://docs.teamlead.one/__attachments/a_03ef39f5ed4dc2c70e6996b1fb0808642b798b88b7ace85e6d17527a78a72df1/D-18.gif?cb=37424c53dad68caa5b47adca38b213c9) Calendar Gadget - Changing the gadget's configuration 4. Click *Save* within the gadget, then click *Done*in the top-right corner of your screen to apply the changes to your dashboard. ![D-19.png](https://docs.teamlead.one/__attachments/a_d1907c656a4850d3db098bd8686dbdfcef11d3df6571f7fbfa77ec44fa8db024/D-19.png?cb=9f29d0703b1ebc06dead25769f97c58e) Calendar Gadget - Gadget after the change #### Removing the Gadget If you no longer need a specific calendar gadget on your dashboard, you can remove it in just a few clicks: 1. Click the *Edit* button in the top-right corner of your screen to enter dashboard configuration mode. ![D-2.gif](https://docs.teamlead.one/__attachments/a_dafa32039fbc5638b7fee8c5ef86f35362eac1bb68aceae601591881388b3522/D-2.gif?cb=d786f863330695d690f11bed670c4a36) Calendar Gadget - Accessing dashboard settings 2. Locate the options (...) button in the top-right corner **of the gadget** , click it, and select *Delete*. ![D-11.gif](https://docs.teamlead.one/__attachments/a_754649c797a6fa426ea32219acee6eb5fad26c4b0eb34a281eb6213ee066755c/D-11.gif?cb=8356ba5fd827649c0d1bf9117ce4d16c) Calendar Gadget - Deleting calendar 3. A confirmation window will appear: ![D-12.png](https://docs.teamlead.one/__attachments/a_13737a9a26ee63df705b4ba654845a87eb27a8dd5bea6673c45952c810e83d45/D-12.png?cb=44a619cea518a4d878bdbf20990be65f) Clicking *Delete*will immediately remove the gadget from your view. 4. Click *Done*in the top-right corner to save and apply the changes to your dashboard. ![D-6.gif](https://docs.teamlead.one/__attachments/a_7f066f5502d5ec32469e6d58174d3e50d6bae95ca09b6f66589b698701ffa742/D-6.gif?cb=2247802a693ec83ee71f40c715e3b34c) Calendar Gadget - Applying the changes ### Sharing your dashboard You can share your dashboards with other users, and they will see the same calendar configurations you've set up---but only if those calendars have been shared with them within the Calendar for Jira app. Please refer to the [Sharing your calendar](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/sharing-your-calendar.md) page of our documentation to learn how to manage permissions. *** ** * ** *** πŸ”” **Stay informed** Subscribe to get the latest updates and explore new product capabilities πŸ‘‰ [**Subscribe for updates**](https://teamlead.one/subscription?utm_source=docs&utm_medium=footer&utm_campaign=calendar) --- version: "2.0.6-AC" language: "en" --- # Coloring your cards The card coloring system implemented in our Calendar for Jira app lets you visually differentiate your issues by type, status, status category, or any other property recognizable by JQL. This enhances the visual clarity of your calendar and improves its usability. For example, have a look at this calendar over here without any color rules applied: ![PM-11.png](https://docs.teamlead.one/__attachments/a_72b2572757636c4aff57dcbd856585533bd0a681cdcb190fe9c8b4d9c7aefe6c/PM-11.png?cb=85bbf10d450457b9aee306372d37ef40) Coloring your cards - Example with no color rules It can be challenging to distinguish between work items at a glance, even with the help of work type icons. That's where our powerful card coloring feature comes in to make things much clearer. To get started: 1. Click the *Settings* button located at the bottom-right of your screen, below the *Calendars* section. ![EC-1.gif](https://docs.teamlead.one/__attachments/a_4fb42c24a9435f484c0cc456c412f58b4ad14a489edd91d30abe5967cdb41ea5/EC-1.gif?cb=5a75a207e7c441826fcdc859a7c35e2a) Coloring your cards - Open settings 2. Navigate to the *Card Colors* tab. ![Calendar settings - card colors tab is highlighted.](https://docs.teamlead.one/__attachments/a_889e70445c4640c38fd5424a3d7fdf982a722fb3d7518d0be107735399fcca7c/CYC-1.png?cb=08dbebc4d3230635029760f9275832da) Calendar settings - Card colors tab 3. Choose the desired color for the issues you want to highlight. ![Available color options are shown - 10 color groups, 30 colors total.](https://docs.teamlead.one/__attachments/a_40bf937381fe091e25046fbda872ae05984329370981a5517baa58f79e8174a4/VB-16.png?cb=66e10fa041e6eac8df860427e3199b36) Coloring your cards - available color options 4. Enter a JQL query to define the specific issues that should receive this color. Here's our [small tip](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/not-familiar-with-jql-here-s-a-quick-shortcut.md) on finding the correct query for your card colors. ![A light purple color is chosen and the JQL specifies the project and the work type as epic.](https://docs.teamlead.one/__attachments/a_447ba172f7868b82349ee9249c9fa79ac2393b7b70ff407a41e6417a569f905a/CYC-2.png?cb=67d17f1c9c6b03986ca6689ba3f8af12) Coloring your cards - Using JQL 5. Click the blue + button on the right to add the color rule to the list below. ![Adding color rule to the card colors tab - gif.](https://docs.teamlead.one/__attachments/a_dcbde810c63ba33d0702c1f0ba375f949c72061d7395ca1d7620ab621207d969/CYC-3.gif?cb=5ac459dfd4e1ed3bf765fed257985786) Coloring your cards - Adding a new rule You can prioritize your color rules by dragging them up or down the list. Issue cards will display the color associated with the first rule they match. 6. Once you've added all the required rules to *Card colors* tab, click *Save tab settings*. Congratulations, you've added some color to your calendar! ![PM-14.png](https://docs.teamlead.one/__attachments/a_a201aaf64de88c367e14923337f81f83e4fa83f2e1a14062a13a8c1dbc37284a/PM-14.png?cb=13f247891327fdfd6b7b23bba3e75afe) Coloring your cards - Color rules applied Now it's much easier to differentiate between the work items displayed on the calendar grid. To familiarize yourself with the rules existing in another user's calendar you can have a quick look at the Legend in the bottom of the sidebar on the right side of your screen: ![PM-15.png](https://docs.teamlead.one/__attachments/a_b86e60f804f2b1f4f7f77e291b1278444c5f6a45c86519393c9801368ae56f7b/PM-15.png?cb=7f487d552820e247129774ad918dbe00) Coloring your cards - Calendar's legend *** ** * ** *** πŸ”” **Stay informed** Subscribe to get the latest updates and explore new product capabilities πŸ‘‰ [**Subscribe for updates**](https://teamlead.one/subscription?utm_source=docs&utm_medium=footer&utm_campaign=calendar) --- version: "2.0.6-AC" language: "en" --- # Compact vs. Expanded mode Depending on your workflow, it can be inconvenient to have work items hidden behind *+2 More* or *+3 More* flags. To give you full visibility, Calendar for Jira now allows you to expand your calendar view. ![CvE-2.png](https://docs.teamlead.one/__attachments/a_961e2125ea86a28151f2c7fb98528f9d70911db2069a7cce30368676166377c3/CvE-2.png?cb=2989477433164db0829bbc641c8596e7) Calendar Compact mode ![CvE-3.png](https://docs.teamlead.one/__attachments/a_270cd8f6253551c3b69d31945e3840ed9e970cc91b879db1fc2db49f4e5de4bb/CvE-3.png?cb=ebc582a74a71166fb4de543faffbd157) Calendar Expanded mode Instead of grouping items, the Expanded View displays every configured work item directly on the calendar grid. Note: If your calendar is exceptionally information-heavy (containing a high volume of simultaneous work items), enabling Expanded View may impact the app's loading performance. ## How to Enable Expanded View By default, all calendars have Expanded View turned off. To enable it, follow these steps: 1. Within the Calendar for Jira app, navigate to the calendar you wish to update. 2. In the sidebar on the right side of your screen, click the Settings button at the bottom. The calendar configuration window will appear. ![EC-1.gif](https://docs.teamlead.one/__attachments/a_13fb0275a33a27beed64149f9cd79a9acbf8cc85ec2889a3cd5dcef12eb32bc7/EC-1.gif?cb=5a75a207e7c441826fcdc859a7c35e2a) Compact vs. Expanded mode - Settings 3. Navigate to the *Layout* tab within the settings menu. ![CvE-1.png](https://docs.teamlead.one/__attachments/a_c0196a5e91cef999c1f82c3387260d2498ccb71b544a29e47db3a50270eb8267/CvE-1.png?cb=cfc5bd6b3b595785a1483c5c3ea1dbe5) Compact vs. Expanded mode - Layout settings 4. Locate the *Compact View* section and switch the *Expanded View* toggle to *On*. The toggle will turn from gray to green to indicate the change. ![CvE-2.gif](https://docs.teamlead.one/__attachments/a_8c5544710dbab5d41d485c9451fc7ca147d00ed37634a84bee88794241a13496/CvE-2.gif?cb=c0ace8909ee517458752d07c3c03f357) Compact vs. Expanded mode - Changing the mode 5. Click *Save tab settings*. Your calendar is now in Expanded View, and all work items are fully visible! ### Switching Back If you prefer to return to the compact mode, simply return to the *Layout* settings, toggle the switch off, and click *Save tab settings*. *** ** * ** *** πŸ”” **Stay informed** Subscribe to get the latest updates and explore new product capabilities πŸ‘‰ [**Subscribe for updates**](https://teamlead.one/subscription?utm_source=docs&utm_medium=footer&utm_campaign=calendar) --- version: "2.0.6-AC" language: "en" --- # Comparing our Calendar with the basic Jira Calendar | **App** | **Jira Project Calendar** | **Calendar for Jira Cloud (Teamlead)** | |----------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Scope** | * One calendar per project * project's work items are organized and displayed by their respective **Start date** and **Due date** * Cannot group multiple projects or use custom scopes | * Unlimited personal \& shared calendars * Each calendar can be scoped by project, saved filter, or custom JQL * project's work items can be organized and displayed by any date or date-time custom fields or via special app's fields | | **Grid and scale** | * Single month grid with configurable week start day | * Standart grid and Timeline (swimlanes split by assignee) with different scale (Year/Month/Week/Day) * List week | | **Filtering \& Search** | * Dynamic in-calendar filtering | * JQL-based quick filters which can be saved for a specific calendar * Dynamic in-calendar filtering | | **Card colors** | * Status-based colors (To Do, In Progress, Done, Overdue) | * Rules-based card coloring with JQL conditions * Priority ordering when multiple rules match | | **Custom Events \& External Entities** | * Only Jira work items, sprints, releases * Cannot add standalone events | * Jira work items * Non-Jira events | | **External Integrations** | * None | * .ics subscription support * Integration with Reminder app by Teamlead | | **Sharing \& Permissions** | * Inherits Jira project permissions * No per-calendar sharing controls | * Calendars private by default * Abilty to share in "view" or "edit" mode with groups * Owners control access without project-admin rights | | **Configuration \& Customization** | * Limited --- set week start, toggle items, add Due Date to screen layout | * Rich settings: default view, first day of week, visible fields on cards and previews, custom start/end fields (date-time pickers) | ## Why our app is Better Than Jira Calendar 1. **Flexibility of Multiple Calendars \& Scopes** Our app lets each user create *any* number of calendars, scoped by project, filter, or JQL. You can track personal tasks, team sprints, or cross-project initiatives in separate calendars---something Jira's project calendar single project-bounded view simply cannot do. 2. **Richer Viewing Options** Needing more than a simple month grid? Our app delivers day/week/month/timeline/list modes---and even hourly breakdowns---so teams can plan down to the hour. Jira project calendar offers only a basic grid without time-of-day detail. 3. **Advanced Filtering \& Coloring** JQL-based Quick Filters and rule-driven card coloring in our app greatly outpace Jira's project calendar static type/status/assignee filters and fixed status colors. You can highlight by priority, component, or custom criteria. 4. **Integration with External Calendars \& Reminders** Our app's ICS subscription enable you to overlay your personal calendar on Jira work ---plus pull in reminders from the Reminder app. 5. **Granular Sharing** Our app empowers calendar owners to share specific calendars. With Jira project calendar, you simply have only one calendar for the project which is acessible to all users with required permissions. 6. **Customizable Card \& Preview Layouts** In our app you choose which fields appear on the card (assignee, time, summary, etc.) and in the issue preview. Jira project calendar lacks any form of card configuration. --- version: "2.0.6-AC" language: "en" --- # Creating calendar Welcome to the beginning of our user guide for the Calendar for Jira app! In an order to start using our app, please navigate to the apps menu inside Jira and click on the app's name: ![CC-4.png](https://docs.teamlead.one/__attachments/a_c2c3ab01ea752436f1ca414073711b4a86eaa7ccddebe776370e6e5e092f01ef/CC-4.png?cb=02ab54b8a3f8694b63f6f8ee56c8912d) Jira apps - Calendar for Jira app Once you open our app, you will be greeted with this screen: ![CC-5.png](https://docs.teamlead.one/__attachments/a_57dbdfa6e7d2d3039e8ceac8e46fbb7ca30bb3d7516edade1af35cba9716bbf2/CC-5.png?cb=5377078fa643c652e134a2b8e862befc) Create Calendar - You don't have any calendars Fear not, creating the calendar within our app is very easy as long as you follow our guidance. πŸ™‚ To create your first calendar using Calendar for Jira app, navigate to the sidebar on the right of the main screen and click the *Create* button. ![PC-1.gif](https://docs.teamlead.one/__attachments/a_706c642ecd10cf2a1410902710006c3ad03b48f2efbb8d7a07aad48f9ecb7efa/PC-1.gif?cb=46e62aa0ba02bb0bd29a8990bed33c6c) Create Calendar - Click the create button This action will open the calendar creation window. ## Main In this section, you will configure the initial settings for your new calendar. Please note, you will have access to more advanced options after the calendar is created! ![CC-2.png](https://docs.teamlead.one/__attachments/a_b18a00f2ef96a3ef918f8ae2d0e4ca5f778932af4565880b3b9656fe02826f8e/CC-2.png?cb=6609bb0292baefab5a0a7b0bc6d220eb) Calendar creation - Main ### Name We recommend naming your calendars by their main purpose to make the navigation in the future easier. If you need to share your calendar with your colleagues, a concise name will definitely save their time. #### Based on Our app allows you to create calendars based on various source types. If you choose a *Project* option, you will be able to select one or more projects using the β˜‘οΈcheckbox. The Calendar for Jira will display *all* issues with populated date fields from the selected projects on the calendar grid. Undated issues will appear in the *Unplanned issues* section. Note: You will only see issues that you have permission to view. [*Saved Filters*](https://support.atlassian.com/jira-work-management/docs/save-your-filters/)option allows you to base your calendar on previously defined filters. Any changes made to these filters will automatically update the calendar. Note: Ensure that these filters are shared with your team members for proper functionality. Lastly, the information displayed in the calendar can be selected using [Jira Query Language](https://www.atlassian.com/blog/jira/jql-the-most-flexible-way-to-search-jira-14), or JQL. This option offers great flexibility and doesn't require any prior setup. Note: We advise using a *single line* for the JQL input for optimal performance. #### Date fields type The placement of the issues on the calendar depends on the date field type you choose. *Due date* option arranges the issues by the dates they are due. In this case, each issue will occupy a minimal time slot on the calendar grid. Note: *Due date* is a system field and requires a *Schedule Issue*permission to edit---it includes dragging the issue onto the calendar grid and moving it across the grid. *Date field(s)* option allows you to define how issue duration is displayed. You can choose to use both a *Start Date* and an *End Date*. When you do, each issue will span the time between the two fields you select. Alternatively, you can choose to use only a *Start Date*. In this case, issues will be placed on the calendar grid as a minimal, single-day time slot. When you select an *End Date* field, you can also configure your calendar to handle issues that are missing this field. You can either choose to display them on the calendar grid with a minimal time slot or to collect them in the Unplanned issues section for later scheduling. This option works best for the standard calendar view where the precise time frames are not specified. Certain calendar views specify the time frames regardless of the date field type you choose. In those views, the issues will be displayed in *all day* section of a calendar if you use *Date field(s)* option. *Date-Time field(s)* option is similar to the *Date field(s)* option, but uses Date-Time Picker fields for greater precision. There are three ways you can utilize the *Date-Time field*s in our Calendar for Jira app: 1. Set both the start and the end date-times---this will allow the issue to be displayed throughout its duration on the calendar, regardless of the view. 2. Set only the start date-time---this way you can mark the beginning of an issue which has no set deadline. 3. Set only the end date-time---in this case, the date-time field will act similarly to the *Due field*, marking the deadline in a more precise manner. *Embedded dates*are custom date pickers provided by our app. If the issue creation or issue edit screen don't include proper date or date-time fields, and there is no possibility to change that (due to the required admin rights or it is not currently a priority) you can use embedded dates instead and access our Calendar for Jira app features instantaneously. The *embedded dates* are located within the issue context section. Here, you can either provide a specific date and time for the issue or select the *All day* option, which indicates the work item will be active for the entire day. ![CC-6.png](https://docs.teamlead.one/__attachments/a_27976cf7c556ae7b7739e4bd572ee15ecb66d9aea72c0c8c19c222c0c560eb7b/CC-6.png?cb=ae3837260571614806ff4dfac9f4a6ad) Calendar creation - Embedded dates Upon installation, our Calendar for Jira app automatically creates *Start Date-Time* and *End Date-Time* custom fields within your Jira settings, which you can then incorporate into your project's screen configurations. Until this configuration is complete, *Embedded dates* provide a temporary way to place issues onto the calendar grid. Please note that regardless of the method used, you will still need the appropriate permissions to edit the issue in order to modify its dates. ### Layout Customize the appearance of your calendar using the layout settings: ![The layout tab of the calendar creation window - the fields are explained below.](https://docs.teamlead.one/__attachments/a_3fd79aa3956a9c3d04f725f52c66ecd19d73762576c4ca11bac7891260c71b36/CC-3.png?cb=56208d051f29d135dacd39e02511e46e) Calendar creation - Layout Note: You can access layout settings once the required fields of the Main tab are filled out. #### Default View *Default view* option lets you choose what your calendar looks like every time you open it. Year, Month, Week and Day options describe the standard Calendar grid options with a different scale, meanwhile Timeline options exist for the chart-like calendar display. #### Weekend Visibility *Weekend visibility* simply lets you hide the weekends if you wish to do so. #### Grid Time Range *Grid time range* option allows you to adjust the time frames displayed in the calendar views of the *week* and *day*zoom options. #### First Day of the Week First day of the week allows you to choose either Sunday or Monday as the first day of the week. #### Compact view Choose how you want your workload to appear on the grid. You can keep your calendar tidy by hiding additional items behind + more flags, which is the default option, or you can switch to *Expanded View* to see every single work item at a glance. For a detailed comparison and setup instructions for later, please refer to our [this page](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/compact-vs-expanded-mode.md) of our documentation. #### Issue Card \& Issue Preview Fields *Issue card fields* and *issue preview fields* options allow you to customize the information displayed on the *card* (the basic calendar view) and the *preview* (when you click the issue). Note: By default, issue cards display the issue type, issue key, summary, and assignee. Once you're satisfied with your calendar's settings, click *Create*. Congratulations, you've created your first calendar using our Calendar for Jira app! It will automatically appear in the *Calendars* section of the right-side menu. This section shows your *Favorite* calendars---select which calendars you would like to see here by marking them with a star in *Manage calendars* menu. *** ** * ** *** πŸ”” **Stay informed** Subscribe to get the latest updates and explore new product capabilities πŸ‘‰ [**Subscribe for updates**](https://teamlead.one/subscription?utm_source=docs&utm_medium=footer&utm_campaign=calendar) --- version: "2.0.6-AC" language: "en" --- # Custom or Non-Jira Events Our Calendar for Jira App provides the option to add events directly to your calendar grid, independent of any Jira issues, so-called Non-Jira events (NJE). Use this feature for general announcements, reminders, or team-specific dates! ## Adding Custom Non-Jira Calendar Events To get started: 1. Click on any date slot on the calendar (the slot and not the day's number). ![NJE-4.gif](https://docs.teamlead.one/__attachments/a_8fb6af1c3456cfd8bfd8053b16a9fdab3a82485a624d67870bc4e09aa549e083/NJE-4.gif?cb=19db5826ef73763600d4c3709434fca4) Custom events - Selecting the date 2. Select *New event* from the pop-up menu. 3. In the event creation window, you'll set the following: ![A small pop-up which appears after the user clicks a date slot on the calendar. Four options - new issue, existing issue, new event and cancel.](https://docs.teamlead.one/__attachments/a_1b82d1159028b64b6e2c979f8000592615ace2844baeef43ee7e345e74599111/NJE-1.png?cb=2cf1d25d82f7643bf67b088e6900343b) Non-Jira events - Planning pop-up menu ![New event creation window. At the top are two fields - start date and end date. Below are a color picker for the event, name field and schedule field to set reoccurrence, if needed. Underneath is Add link button to attach any external resources to the event. Lastly, is the description field and two buttons in the bottom right corner - save and close.](https://docs.teamlead.one/__attachments/a_f586a247829522e2f22218f696f16c39f7d75b321579c4674785a48952b24087/NJE-2.png?cb=1f30e6394fb7313719b8c0e8d9200209) Non-Jira events - Event creation window 4. Select the *Start* and *End*dates and time slots in their respective fields. 5. Pick a *Color*for easy identification. 6. Enter a *Name*for the event. 7. Choose if the event *doesn't repeat* , repeats *weekly* or *daily* . Upon using the reoccurrence option, another field will appear---*Ends on.* Choose when the reoccurring event will happen for the last time. 8. Click *+ Add link* to include any relevant URLs. 9. Write a *Description*for further context in the description field. 10. Once you are happy with the details provided and all the required fields are populated, click *Save*. ![NJE-3.png](https://docs.teamlead.one/__attachments/a_51b5997a385cc3a745d63e2f17bf7bd74699fbe68a2078c9acf66c2e72eb356b/NJE-3.png?cb=73ee8e4e84a38c8a496cbcb05de613aa) Custom events - New event settings Your custom event will now be visible on the calendar! ![NJE-4.png](https://docs.teamlead.one/__attachments/a_9134bb2d7654f9eadd28efd98844d88afd850ae7072abe3f5ed3adb1f7f9869c/NJE-4.png?cb=4a0a647bd1b798787682503e5325736a) Custom events - Recurring events appearing on calendar grid *** ** * ** *** πŸ”” **Stay informed** Subscribe to get the latest updates and explore new product capabilities πŸ‘‰ [**Subscribe for updates**](https://teamlead.one/subscription?utm_source=docs&utm_medium=footer&utm_campaign=calendar) --- version: "2.0.6-AC" language: "en" --- # Deleting calendar It is important to keep your calendars up to date and rid of the ones that are no longer needed or out of date. You can delete your calendar in two ways: 1. From the right side of your screen, navigate to the *Manage Calendars* menu and click the trash bin icon next to the calendar's name, then confirm the deletion. ![DC-1.png](https://docs.teamlead.one/__attachments/a_0aa0ed46cccd7c9bfad7db26197c70056c4cc8df27a266f83e3cb2a106244308/DC-1.png?cb=6f123c726f747215ea7bfec45a88cd89) Deleting calendar - Delete through the calendar manager 2. Alternatively, open your active calendar's settings, go to the *Main* tab, and click the *Delete calendar*button at the bottom, then confirm the deletion. ![Delete button in the main settings of the calendar is highlighted.](https://docs.teamlead.one/__attachments/a_cf64173b3500498d961cf8b2a06be97161e9ee0964c965610aee332aa6125dac/DC-2.png?cb=3662b6ca7fd3083b74450322c19df069) Deleting calendar - Delete thought settings Warning: Deleting the calendar will also remove all associated quick filters, card colors, non-Jira events and external calendars. *** ** * ** *** πŸ”” **Stay informed** Subscribe to get the latest updates and explore new product capabilities πŸ‘‰ [**Subscribe for updates**](https://teamlead.one/subscription?utm_source=docs&utm_medium=footer&utm_campaign=calendar) --- version: "2.0.6-AC" language: "en" --- # Editing calendar Once your calendar is created, you can customize it. To access the calendar's settings again, click the *Settings* button located at the bottom-right of your screen, directly below the *Calendars* section. ![Clicking the settings button in the bottom of the sidebar - gif.](https://docs.teamlead.one/__attachments/a_2673744121de4b952970842d5df9a7978f294bed367db3f666f4e5dc17bff64c/EC-1.gif?cb=5a75a207e7c441826fcdc859a7c35e2a) Editing calendar - Settings The initial settings for your calendar are displayed here, and you can modify them at any time. Alternatively, you can access the settings via calendar manager. Open the calendar manager by clicking the *Manage calendars* button in the Calendars menu of your sidebar. ![Clicking the Manage calendars button in the Calendars menu of the sidebar - gif.](https://docs.teamlead.one/__attachments/a_3752451f99ae900ac6fdad6b4a8bf8528907f79cb722e81cafe6a03a276df62e/SC-6.gif?cb=ddf6b027f2fd2abcba79c02ef485c27f) Editing calendar - Settings through calendar manager In the calendar manager, locate the calendar you wish to edit and click the *Edit*button. It will open the calendar settings. ![EC-4.png](https://docs.teamlead.one/__attachments/a_720a07aa856f9d5d174d1de1c42d8572dddb7c409271d66d8140a01d222acaf8/EC-4.png?cb=467c27c66e5d729d55510e595a301809) Editing Calendar - Inside the calendar manager Once you open the settings you will see that, in addition to the *Main* and *Layout* tabs you're already familiar with, you'll find advanced settings in the new tabs. ![New tabs available in the settings are highlighted - quick filters, card colors, integration and external calendar.](https://docs.teamlead.one/__attachments/a_884f1b027ab4616b6d63d247ec4665abe41daa8276cf844ada257ff18139aaf2/EC-3.png?cb=c9e052ead184b9a25b6ecefa1d3855b4) Editing calendar - New tabs Those settings are covered in the separate pages: * [Coloring your cards](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/coloring-your-cards.md) * [Filtering your calendar](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/filtering-your-calendar.md) * [Reminders in your calendar](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/reminders-in-your-calendar.md) * [External calendars or ICS-subscriptions](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/external-calendars-or-ics-subscriptions.md) Always remember to click the *Save tab settings* button to confirm any changes or when switching between tabs. ![Clicking Save the tab settings - gif.](https://docs.teamlead.one/__attachments/a_5a60351c7bd6c77bdf90d65b9577bebc063738c65c53980dca10687b0dcf0698/EC-2.gif?cb=681f077fdd75536c26922fe260f57d4a) Editing calendar - Saving the changes *** ** * ** *** πŸ”” **Stay informed** Subscribe to get the latest updates and explore new product capabilities πŸ‘‰ [**Subscribe for updates**](https://teamlead.one/subscription?utm_source=docs&utm_medium=footer&utm_campaign=calendar) --- version: "2.0.6-AC" language: "en" --- # Editions This section is in development as we continue improving your experience. Please check back later. --- version: "2.0.6-AC" language: "en" --- # External calendars or ICS-subscriptions A powerful feature of the Calendar for Jira app is its ability to integrate with external calendars through iCal (ICS) subscriptions. When you obtain an ICS link from platforms like Google Calendar or the Outlook on the Web and subscribe to it within our app, you're creating a live connection. This means that any changes, additions, or deletions made to the original calendar (whether in Google or Outlook) will be automatically reflected in your calendars. This ensures your team always has the most up-to-date information on external events, such as industry conferences, public holidays, or shared team schedules, without manual intervention. ## How to find an ICS-link in Google Calendar Instructions 1. Open your browser and head to [Google Calendar](https://calendar.google.com/). 2. Navigate to the Settings (usually found in the top-right corner of your screen). ![ExC-1.gif](https://docs.teamlead.one/__attachments/a_de88d095ab8c145d2919b515ac73333008c647a57478aad3380c2ffad922f60e/ExC-1.gif?cb=20f0098ad6f13a059e8e26c6b1965177) External calendars - Google calendar settings 3. In the sidebar on the left side of the screen, navigate to the settings of the calendar you wish to export in the *Settings for my calendars* section. ![ExC-2.png](https://docs.teamlead.one/__attachments/a_cdd45581d50b325ccdfd83e5673b470bfbcb2be67093e6fdc4e837044625bda7/ExC-2.png?cb=1267d28d41c95531222d3f37c98d82c4) Google Calendar - Settings ![After we clicked the IT events demo in the settings, a list of sub-settings for the Google calendar opened. We go to Integrate calendar.](https://docs.teamlead.one/__attachments/a_c2540781213361873c9f38ad2cc36125bba33bb58185b9d8a9f030803e121a24/ExC-3.png?cb=c7c1a59bcf30b705602f166dde047550) Google Calendar - Settings for my calendars 4. From there, head to *Integrate calendar* section. ![Integration settings of the Google calendar - various links to implement the calendar into web pages and applications are listed here.](https://docs.teamlead.one/__attachments/a_43e75122d52a674ec7c05f5b8c788cedd086b5caa6c355774e5cab9947a853a7/ExC-4.png?cb=9324f6ade9bac6081b2d08db697836c3) Google Calendar - Integration settings 5. Copy the link from *Public address in iCal format.* Note: The calendar must be public for this address to work in our Calendar for Jira App (and anywhere else). To make it public, head to *Access permissions for events* section of the calendar's settings and allow public access. ![Access permissions for events settings of Google Calendar - a checkbox to make it public.](https://docs.teamlead.one/__attachments/a_e25b6f2edce4b32bedf8198925537b7fdba34d10068faaf5514ac2c78210eb52/ExC-5.png?cb=8267bdc992e6dc13e12affc0f2b4e241) Google Calendar - Access permissions for events Once you have your link, head back to our Calendar for Jira app! ### How to find an ICS-link in Outlook on the Web Instructions 1. Open your browser and head to [Outlook](https://outlook.live.com/). 2. Navigate to Settings in the top right corner of your screen (usually in the blue ribbon, right next to your profile icon): ![Clicking settings in the top right screen of Outlook in the Web window - gif.](https://docs.teamlead.one/__attachments/a_3b2c95ee02f86fe6258fc5d9c18635ebef274495a0b6dd0e4fcfbc0f1faea782/ExC-6.gif?cb=df2b4eda697d2922b2066f20d0781666) External calendar - Outlook calendar settings 3. In the opened window head over to Calendar settings, then Shared calendars. ![In main settings a chosen option is Calendar, in the Calendar settings - Shared calendars.](https://docs.teamlead.one/__attachments/a_29853d04710e9a7760c7c87aca5913f4fbe697338c5c2f0dfbde5bbfbbdae959/ExC-7.png?cb=9971d7f29caac00d47e8b8259baefebc) Outlook calendar - Settings 4. On the right side of the settings menu, locate *Publish a calendar* section. ![In the shared calendar settings Publish a calendar section is highligh](https://docs.teamlead.one/__attachments/a_92379f30846f8c2d1eaab2c75fb22645c42acb66c0e92a839f426c7964f0001e/ExC-8.png?cb=ede6056e5a796237e5dd5bb37cbfd673) Outlook calendar - Publishing a calendar 5. From the first dropdown menu *Select a calendar*, choose the specific calendar you want to publish. 6. From the second dropdown menu *Select permissions*, choose how much detail you want to share. ![ExC-9.png](https://docs.teamlead.one/__attachments/a_6ccc71d5c352bc517df89ee8468f17bb154956705d1e8ba4505197c3658ffefa/ExC-9.png?cb=08d7c2180ae17a2d4f0512f9141e6907) Outlook calendar - Publishing settings 7. Click the *Publish*button. 8. Upon publishing, two links will appear: HTML and ICS. Copy the ICS-link: ![ExC-10.png](https://docs.teamlead.one/__attachments/a_10fe350822c41f230877cd96c7bcfe93b7ccc76d6d4a01564280fc2b29b3ae7f/ExC-10.png?cb=336610d370d9b265c3db15a700688de6) Outlook calendar - Obtaining a link Once you have your link, head back to our Calendar for Jira app! Let us know what other external sources you would like to receive the explanation on how to retrieve a calendar in iCal format! ### How to attach an external calendar to our Calendar for Jira Once you've obtained the iCal (ICS) subscription link of the calendar you'd like to display in your internal calendar, follow these steps: 1. Open the internal calendar to which you would like to add the external information. 2. Open the *Settings*of this calendar in the bottom of the sidebar. ![ExC-11.gif](https://docs.teamlead.one/__attachments/a_d5f7e53b7de85e590931d463b590fcc8bee2c1c63365e47098cdc3d63046b47b/ExC-11.gif?cb=5a75a207e7c441826fcdc859a7c35e2a) External calendar - Settings 3. Navigate to *External calendars* tab in the settings. ![ExC-12.png](https://docs.teamlead.one/__attachments/a_6a7eacad57c53bb1588ce8a6318b05ba867365997d98d116078610fb7e0a810d/ExC-12.png?cb=f1f8ad963a19df74de0a2a46d3100f13) External calendars - Settings 4. In *External calendars*, configure your future external calendar: pick a color, give it a name, and provide the ICS-subscription link you've obtained earlier. ![ExC-13.png](https://docs.teamlead.one/__attachments/a_a26535f19f195261d4e50b759488e43d4792316891f3f20ffaed502d6a56c541/ExC-13.png?cb=54518cf1a307c758c94195fc3032c061) External calendars - Attaching the obtained link 5. Click *+* add button*---*the calendar then will be moved to the list of external calendars underneath. ![ExC-14.png](https://docs.teamlead.one/__attachments/a_34279cca400bddbcf97687fd45aec08931f75a2add9640bc8c3d5f2ecd01ab30/ExC-14.png?cb=29ab09995dd71f4057163957235e3212) External calendars - Multiple external calendars attached 6. Click *Save the tab settings.* After you follow these steps, the external calendar should appear in the *Calendars*menu of the sidebar, beneath your internal calendars. ![ExC-15.png](https://docs.teamlead.one/__attachments/a_b850107b945e22f3b7a051bd73c09af274179cd6ffe55cb05413e8b87c652499/ExC-15.png?cb=86bf8aac79c7ffcf19f123a287495776) External calendar - Accessing the external calendars on the sidebar To activate it, check the box to the left of its name. To deactivate it---uncheck it. ### How to delete an external calendar If you would like to delete the external calendar, again head to the *External calendars*tab of the settings of your internal calendar. In there, to the right of the calendar's link is the delete button---click it, then confirm your changes by clicking the *Save tab settings* button. ![ExC-16.png](https://docs.teamlead.one/__attachments/a_703c77c29df3ec93b53f2adc98b2862d59c261deab23a259e3aa9e4610d7f506/ExC-16.png?cb=eb1de9a04f57e1143b74b801832fc45b) External calendar - Deleting the calendar *** ** * ** *** πŸ”” **Stay informed** Subscribe to get the latest updates and explore new product capabilities πŸ‘‰ [**Subscribe for updates**](https://teamlead.one/subscription?utm_source=docs&utm_medium=footer&utm_campaign=calendar) --- version: "2.0.6-AC" language: "en" --- # FAQ | **Question** | **Answer** | |------------------------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **I can't see some Jira issues that my teammates can. Why?** | The issues you can view depend on your Jira permissions. First, check if you can find those issues in Jira itself (via *Filters β†’ Search issues*). * If you **don't** see them in Jira β†’ it's a permissions issue, and you'll need to ask your Jira admin. * If you **do** see them in Jira but not in the calendar β†’ please contact our support team. | | **My JQL isn't working. What should I do?** | Double-check your query by running it in Jira (*Main menu β†’ Filters β†’ Search issues*). A few things to keep in mind: * Queries must be valid JQL. * Make sure your query is written in **one line**. * You can also use our [JQL shortcut](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/not-familiar-with-jql-here-s-a-quick-shortcut.md). If it still doesn't work, please reach out to support. | | **Why don't all fields appear on cards / why do I see "unsupported"?** | Not every Jira field type is currently supported. You'll find a list of supported fields below. If there's a field you need that isn't supported yet, let us know --- we're collecting feedback for future updates. | | **How can I find my client key (support asked for it)?** | No worries! You can find your client key by going to the Calendar sidebar -\> clicking **Help** ![question mark](https://docs.teamlead.one/__attachments/a_d6dae31f8ed149b35bde4be5c822c57886ff51aba2136145ac8a8e799ec0f40a/atlassian-question_mark?cb=01451d3e8ed02077899ec3e8fa8cf364) -\> then selecting **Copy Client Key** | | **Is there compatibility with the Jira Cloud site rename feature?** | Our app fully supports changes to your Jira Cloud URL. When you rename your Jira Cloud instance, no special actions are required on your part---your existing configurations and data will automatically remain intact and available. | --- version: "2.0.6-AC" language: "en" --- # Filtering your calendar In our Calendar for Jira app, you have two powerful filtering options at your disposal. ## Instant filters Our Calendar for Jira App provides an Instant filtering system immediately after you create your calendar. This user-friendly feature lets you easily display issues in your calendar based on common properties like assignee, status, issue type, and priority, without any prior configuration. To get started: 1. Navigate to the right side of the header in the main calendar view. ![Right side of the header is shown.](https://docs.teamlead.one/__attachments/a_bd75e62519974efd0ef0366974e6dd4b7506193e2075826cf44a766b77833baf/FYC-1.png?cb=368ebdf2e4e3b4f57ade028b590e1454) Filtering your calendar - Instant filters 2. Click the funnel icon located between the *View Selection* and *Share*buttons. ![Clicking Instant filters button (it looks like a funnel) - gif.](https://docs.teamlead.one/__attachments/a_e493580533640c70a07311e86423c404baa1e75593244a20f1f1dd851242bf5e/FYC-2.gif?cb=bfe82fc3517543014e951f2de88c9a0e) Filtering your calendar - Accessing instant filters 3. Click on a property to view its available options. ![FYC-3.png](https://docs.teamlead.one/__attachments/a_8bb986519f5ef38973fdf1bf2f173ad599bb235d7d89cd35edb2e493c2af26b5/FYC-3.png?cb=021f65c603d5cdca03b170cf91a39d1f) Filtering your calendar - Available options As you can see, each property provides you with ready-to-use options to filter your calendar with. The search option is also available in case of a data-rich calendar to make it easier for you to find the required values. Note: The options offered in these filters are based on the issues that are visible in your calendar. If you can't find the needed setting even through the search option, check your calendar settings first. 4. Check the boxes next to the properties you wish to filter by. If you're looking for something specific, simply type it into the search bar. You can choose multiple options at once. ![A few instant filters are activated at the same time - one assignee, one issue type and priority. The options are to apply the filter or to clear all.](https://docs.teamlead.one/__attachments/a_5e620604fb6743925a0a8d792983b4e8ed465082d50fe969ddda07f3e4c7ec82/FYC-4.png?cb=93a94db4a829adf7ed26cb9a2fcd1cb8) Filtering your calendar - Instant filters 5. Click *Apply*once you've made your selections. Your calendar will instantly show the filtered issues. Note: Applying instant filters within different properties applies an ***AND***condition. *Example: in instant filters, currently chosen properties are:* * Issue type: Epic; * Priority: High. *The issues that satisfy the requirements of both of these active filters will be visible on your calendar.* *JQL: issuetype = Epic AND priority = High* Applying instant filters within the same property will apply an ***OR*** condition. *Example: in instant filters, currently chosen properties are:* * *Issue type: Epic;* * *Issue type: Task.* *Your calendar will then display the issues of either Epic or Task issue type.* *JQL: issuetype IN (Epic, Task)* ### Quick filters For users requiring more precise filtering than our Instant filters provide, our Calendar for Jira app features Quick filters. This advanced system allows you to create custom filters using JQL queries, which is particularly useful when needing more detailed control over what's displayed. You can also combine these filters to refine your calendar view. For the sake of the example, the JQL provided here are relatively simple, and similar filtering could be achieved through instant filters. So what is the point of using quick filters at all? Unlike *Instant filters* , which offer predetermined filtering options based on common work properties such as assignee, issue type, or status, *Quick filters* provide significantly more flexibility. They work with *any*query supported by JQL. This means if your projects leverage a variety of *custom fields* ---like work locations, departments, specific clients, or marketing task categories---you can create tailored *Quick filters* to precisely narrow down your view. This allows you to slice and dice your calendar data exactly how you need it, providing great insights into your team's activities. Here's how to set up Quick filters: 1. Navigate to the left side of the header in the main calendar view. ![Left side of the header is shown.](https://docs.teamlead.one/__attachments/a_86fb975bae5182923bd8b833330c139be4708661a4b2132967c701a99935cbc8/FYC-5.png?cb=00c88a656b530d1ca1fa143ebc5d4677) Filtering your calendars - Quick filter row 2. Click the *+ Add quick filter* option located beneath the *Zoom* menu. You can also reach these settings by going to the *Settings* of your currently active calendar and selecting the *Quick filters* tab. ![Clicking the Add quick filters button - gif.](https://docs.teamlead.one/__attachments/a_33ae8044f5432e89f10c6caf04e04fd615c97037ac7d00258f03a710540d1c7a/FYC-6.gif?cb=e9037e3c1796e32ee97e450ff352eeb2) Filtering your calendar - Accessing quick filters ![Quick filters tab is highlighted in the calendar's settings. There is a field for the filter's name and JQL a user would have to populate. Add button is to the right of the JQL field. Below is the space for already existing filters, with delete buttons to the right, if needed.](https://docs.teamlead.one/__attachments/a_bf47b6aa6f95acaeb58c73563664d473c36c594967de86772424b87c0251b1fe/FYC-7.png?cb=64a9b7cc43f111516b8052fd4ad11da6) Filtering your calendar - Quick filters settings 3. Provide a name for your filter and then enter the JQL that will define its criteria. Ensure the query is supported by JQL. ![Three different quick filter queries are shown in the Quick filter settings.](https://docs.teamlead.one/__attachments/a_53d0e434d8673a2549064d2b8babe075b6553b2e1223e32ad093e8c1a019bd9a/FYC-8.png?cb=32278b0c99a78899d3e13212c1e8100b) Filtering your calendar - Quick filters settings 4. Click the + button to add this filter to your list of Quick Filters. 5. Once you've configured all your desired *Quick filters* , ensure they are applied to your calendar by clicking *Save tab settings.* 6. The newly created filters will appear as clickable buttons above your calendar. Click a button to turn the filter on, and click it again to turn it off. You can activate multiple filters at the same time. ![FYC-9.png](https://docs.teamlead.one/__attachments/a_8d3690fdd6108ec9cc9abd0087c2d4247ddda559464c0e43b146124981ae0a0f/FYC-9.png?cb=2391ed25c0d95e9404e121f38b5a414c) Filtering your calendar - Quick filters on the filter row Note: Activating more than one quick filter applies an **AND** condition. Consequently, only issues that satisfy the requirements of *both* (or all) currently active filters will be visible on your calendar. *Example: in Quick filters, currently chosen filters are created with the following queries:* * *issuetype = Epic;* * *issuetype =Task.* *Your calendar will then display no issues, because there can be no issue with two issue types. (JQL issuetype = Epic AND issuetype = Task).* *** ** * ** *** πŸ”” **Stay informed** Subscribe to get the latest updates and explore new product capabilities πŸ‘‰ [**Subscribe for updates**](https://teamlead.one/subscription?utm_source=docs&utm_medium=footer&utm_campaign=calendar) --- version: "2.0.6-AC" language: "en" --- # Managing your calendars * [Creating calendar](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/creating-calendar.md) Build a new calendar from scratch by pulling in Jira issues through the various means * [Editing calendar](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/editing-calendar.md) Modify an existing calendar's settings, update its data sources, or adjust sharing permissions as your team's needs evolve. * [Accessing your calendars](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/accessing-your-calendars.md) Quickly locate, open, and switch between your personal calendars and the shared timelines created by your teammates. * [Deleting calendar](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/deleting-calendar.md) Permanently remove an obsolete calendar. *** ** * ** *** πŸ”” **Stay informed** Subscribe to get the latest updates and explore new product capabilities πŸ‘‰ [**Subscribe for updates**](https://teamlead.one/subscription?utm_source=docs&utm_medium=footer&utm_campaign=calendar) --- version: "2.0.6-AC" language: "en" --- # Marketing Calendar ![MC-MAIN.png](https://docs.teamlead.one/__attachments/a_aa67f79b86824ea4b937adc04585965645b43b885031c81b3778f3b3fb2d45eb/MC-MAIN.png?cb=12d043728abe6accbabef9547f67f418) Marketing calendar **Use case description:** The Marketing Calendar serves as a central hub for planning content and campaigns across multiple projects. It allows teams to track various marketing activities like blog posts, social media content, newsletters and offline events in a unified, time-based format. By enabling filtering based on content type, team members, and campaign tags, the calendar helps ensure timely execution and team alignment. **Primary Actor:** Marketing Lead or Campaign Manager. **Calendar Shared With:** Marketing team, content creators, product managers. This guide will walk you through setting up a Marketing Calendar using our Calendar for Jira app. We've pre-configured various work types and custom fields within our demo instance to fully showcase the app's features. If you'd like to see the exact parameters and settings used, you can find a detailed breakdown below. Setup (Optional) 1. Create the respective work types. For this case, we opted to use four different work types to describe typical marketing activities:*Blog Post, Newsletter, Social Content, Event.* ![MC-27.png](https://docs.teamlead.one/__attachments/a_a9bae7aede7bf3b9bb43dff9a48a4f05956f6552a614fabe1824db2021bd8f15/MC-27.png?cb=ceb8844e4b65e6a4ca05e97ce5b8fb5a) Marketing calendar - Work types Following Jira logic, we'll use *Epics* to unify different work items into separate marketing *Campaigns*. 2. Create workflows. We decided to use one shared workflow which describes the usual stages of marketing activities. Once a work item is created, it is then moved to a draft stage (status *Draft* , category *In Progress* ), where the initial idea is described. It is followed by the review (status *Review,* category *In Progress* ) to receive the suggestions on how to achieve the goal of said activity. The changes are then applied in the preparation phase (status *Preparation* , category *In Progress* ), which is followed by the final review (status *Final Approval* , category *In Progress* ). After the details are confirmed, the activity is scheduled and the work item will remain in that status until the chosen date (status *Scheduled* , category *To Do)* . It will transfer to *Published* status once the work is finished (status *Published* , category *Done*). ![MC-28.png](https://docs.teamlead.one/__attachments/a_d7dda6441ed0f32773c58a219fb43f0e422fca1f5161c5dbea2ae3e8e4aaeb94/MC-28.png?cb=cd4d2837dd3833628bf98be72b229d20) Marketing calendar - Marketing workflow We suggest using automation to ensure proper work item allocation to the assignees. To do so, head over to the automation rules in your Jira settings and create the rules where you choose who will become the assignee each time the status of the work item is changed. 3. Add custom fields. Now that our work types are implemented into the project, we could further diversify them into different sub-categories by creating custom fields. We opted to add two at most custom field per work type to demonstrate the functionality of our Calendar for Jira app, but, of course, there could be more. Let's imagine that this demo project belongs to a video game development company. To associate all works with the different products created by this company we added *Game Title* custom field. This way, we could visually assess how much effort is put into each product by viewing the calendar grid. For Campaigns (Jira Epics), we included a Campaign Goal field to clearly define the intended result of each marketing initiative. This helps to unify all related activities toward a single, measurable objective. For *Blog Post* , we decided to add *Content Type* custom field to quickly make it transparent if there are any gaps in the engagement with the audience in the company's official blog. It will be especially visible with the proper settings for our Calendar for Jira app. *Social Content* received *Social Media Platform* custom field to ensure that the company's presence across the internet is thorough. *Content Type* custom field was also associated with the *Social Content* work type. For *Newsletter* , we opted to specify the *Audience*, with the multiple choices possible. Finally, for the *Event,* we simply listed the options for the *Type of Event* the company organizes, whether it be something hosted entirely online or even merch sales. ![MC-29.png](https://docs.teamlead.one/__attachments/a_0a785a4ae7748ee7744de0e01edbef3a8dc611304ce5e2aeac4efc111cd4eec5/MC-29.png?cb=9fdaac475a3cf6b0f90d856e4d2f1f80) Marketing calendar - Custom fields Because these custom fields are associated with different work types, it is necessary to properly configure the screens and screen schemes so these options are available to choose from while creating an issue or editing it. With such detailed setup, we are now ready to put it into use by creating our Marketing calendar! ## Calendar Creation Open the Calendar for Jira app from the Jira Apps menu. In the sidebar, find the Calendars menu and click the *+*create button. ![PC-1.gif](https://docs.teamlead.one/__attachments/a_d70612ccf586641c4a19085863cfd6f9bf47467a682f76dd70eb268a70983e89/PC-1.gif?cb=46e62aa0ba02bb0bd29a8990bed33c6c) Marketing calendar - Creating the calendar Give your calendar a name: simple *Marketing* will be more than enough. Specify what the calendar is based on. For this case we can use pre-defined *Saved Filters* which include all marketing activities we've added to our demo instance, excluding the epics. Because marketing is quite often planned by the hour, it is reasonable to use *date-time field(s)* as the date field type of your Marketing calendar. ![MC-2.png](https://docs.teamlead.one/__attachments/a_3b9946792f162986d1bfb111b0384593e3f3cda250d0cea1de146e8d176b182e/MC-2.png?cb=09dd752086b96d1521fcf15acd2240ff) Marketing calendar - Main settings For the *Layout* settings, set the default view to *Month View*. This provides an excellent, high-level overview of all upcoming campaigns and content. For the gaming industry, planning marketing activities on weekends is especially valuable, as a large part of the player base is most active on those days. To take advantage of this, make sure weekends are visible in your calendar. For your *issue card fields* , we suggest displaying the Campaign this item belongs to by choosing the *Parent* option. This instantly links each task to its overarching campaign. We also recommend showing the item's *Priority level* for quick visual context. The issue preview window is perfect for displaying additional details from your custom fields without cluttering the calendar view. We suggest selecting the most relevant custom fields you've created. The information in the preview will be displayed based on the specific work type you're viewing. ![MC-3.png](https://docs.teamlead.one/__attachments/a_260deaa4a01977a041bb7498bcd4d98c4fe51e329a35c5330549ee4d71bc8cdd/MC-3.png?cb=fc7629236c9245a7cd2c1900676c98f2) Marketing calendar - Layout view After confirming your settings, click *Create.* You will then see the initial look of your Marketing calendar: ![MC-4.png](https://docs.teamlead.one/__attachments/a_7847cd059cc102d4ff64b823f9974607c3d41ad32376f1ef462690ed866ecb9b/MC-4.png?cb=ed3c9d79c9e6946c980050bac0005c44) Marketing Calendar - First look To bring more clarity to your calendar, let's explore the app's powerful display and filtering features. ## Card colors for Marketing calendar Applying colors to the various marketing activities is a great way to bring clarity to the calendar and make navigating it easier. First, open the calendar's settings at the bottom of the sidebar and select the *Card colors* tab. ![MC-5.png](https://docs.teamlead.one/__attachments/a_f83aa89b61dc1a861424994f53c3a1abe33b9b3c717f1fdee4b9ec8898c341f9/MC-5.png?cb=e5fa08f513c21578695cc7ffa19702e6) Marketing calendar - Card color settings Using JQL statements to apply color rules is a great way to visually manage your calendar. For instance, you can highlight different work types to instantly see if your marketing efforts are balanced. This visual insight allows you to quickly adjust your strategy and ensure a balanced marketing mix. *Example*: Yellow hue, the lightest shade: type = "Blog Post" ![MC-6.png](https://docs.teamlead.one/__attachments/a_83b5c6c15444e96bef45b3d7e2e109426a3c726fb932f9c821fbf49d8a57fddd/MC-6.png?cb=a61e539ee1119a8da0cfc74b5fff538f) Marketing calendar - Card color rules added to the settings Once you're happy with all color rules added, click *Save tab settings*. Other users are able to check the color rules by clicking the Legend button in the bottom of the sidebar: ![MC-7.png](https://docs.teamlead.one/__attachments/a_febe8cad5756a7758ed3611aedd286886e1257f6d1f2299e70e5a302cc5ad401/MC-7.png?cb=ea5c8070316efab353d9aef014a6c4c2) Here's how the card color feature will change the appearance of your Marketing calendar: ![MC-8.png](https://docs.teamlead.one/__attachments/a_995548d5b1e747452a6665f1cd8c4419ba79a804056e01bd2be5f84bdeb22d7b/MC-8.png?cb=c6b65747b4257099bbb12f38fb1f10cd) Marketing calendar - Card color rules applied Make sure to check the [coloring your cards page](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/coloring-your-cards.md) if you have any questions about this feature. While color-coding is great for a high-level overview, *Quick filters* give you the power to instantly focus on specific information by hiding everything else. Let's set those up as well! ## Quick filters for Marketing calendar Navigate to the calendar's settings, then head over to the *Quick filters tab*. There, you can use JQL to associate short, precise names describing what you'd like to isolate with the queries. Thanks to the variety of custom fields setup in this demo, we can display the work items based on the game title, highlight the issues which require immediate attention, and also isolate the activity on different social medias---all in one feature. As you use JQL with custom fields, the hint feature will assist you by suggesting available custom field names and their possible values as you type. Here's how a quick filter setup could look like: ![MC-9.png](https://docs.teamlead.one/__attachments/a_deef8d0e573eb240858a0ca67696de715947c4039460fb23af877ee090869cd7/MC-9.png?cb=aaa6621db3f00065864a8e4f212707b8) Marketing calendar - Quick filter rules added After clicking *Save tab settings*, you will find your quick filter buttons right above your calendar grid, in the quick filter row: ![MC-10.png](https://docs.teamlead.one/__attachments/a_68f95f582797748b140805142303a6b05848e61912ece3c3f9521cb0ff0701ae/MC-10.png?cb=7ae15b02ab610ca7c153f057cf7cc43e) Marketing calendar - Quick filters in place Click one of the buttons to activate the filter. The calendar will then display the issues which adhere to the rules inlaid into that particular quick filter. Clicking the button again will deactivate the filter. By activating multiple quick filters at the same time, you apply an *AND* condition between them: the calendar will only display the work items that satisfy all sets of quick filter rules currently activated. More info about how the filtering works within our Calendar for Jira app can be found [here](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/filtering-your-calendar.md). ## Connecting External Calendars You can integrate external calendars like product launch schedules, industry events, or partner-related timelines into your Marketing calendar to provide valuable information to your team, product managers or content creators. First, get the iCal link (.ics URL) for the external calendar. Find the detailed instructions on how to locate the ICS link [here](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/external-calendars-or-ics-subscriptions.md). ![MC-11.png](https://docs.teamlead.one/__attachments/a_43bb05e082d7ba8846d844635b49cbcb7ab0f61821cfe2a477ad4164218c9b18/MC-11.png?cb=f6c2fc74677ab6b6600f8bedaf2e0aa2) Marketing Calendar - Outlook .ics link ![MC-12.png](https://docs.teamlead.one/__attachments/a_9a68dc47e5e9de3d5bf33dc3721e4121188c915023d5d55e8c017d7c2041a7a9/MC-12.png?cb=80550bbd0260e971f8b16adfa68fb84e) Marketing Calendar - Google .ics link In your Calendar for Jira app, go to the calendar settings and choose the *External calendars* tab. ![MC-13.png](https://docs.teamlead.one/__attachments/a_e3ed8eaa827352bcadb7ddb03f1ca815ab340f4ccd85a0c067938ea71b2c054f/MC-13.png?cb=a56b1e4fa3b4ce2a3903427ca0abbaea) Choose a color hue and provide a name to your external calendar, then paste the iCal link into the ICS link field. Click the add *+*button. ![MC-14.png](https://docs.teamlead.one/__attachments/a_c9cb25133f393c11742931e1cec1e76cfdf2aa4ef4eddde5b276a09e64d10f56/MC-14.png?cb=fd5acd0b9ccc0a8684a88d1f49c5d1b0) Marketing calendar - External calendar added Click *Save tab settings*. The external events will then also appear on your calendar grid: ![MC-16.png](https://docs.teamlead.one/__attachments/a_36c81ec6b5241e0e495db0b95500f5b8e1585b36a70dd348c13dea086021db0b/MC-16.png?cb=26bb847e904e2d4f01f340fd8c6f3c57) Marketing calendar - External events added onto the grid The external calendar will then be visible in the sidebar under External calendars. ![MC-15.png](https://docs.teamlead.one/__attachments/a_22fe396620e6d505e8c485e96d6bd4a0871bd6533ca9c58540b3aa00830798f2/MC-15.png?cb=31d335e0b2b75533d515f0188615acb8) Marketing calendar - External calendar in the sidebar Check the box next to its name---the external events will then also appear in your calendar grid. Uncheck it to hide the events of the iCal subscription. To delete the external calendar, simply click the delete button to the right of the calendar's name in the *External calendars* settings. ## Creating Non-Jira Events The Custom or Non-Jira Events (NJE) feature is great for scheduling important marketing activities that don't require a Jira issue. This could include team brainstorms, informal deadlines, or prep sessions for a major event. To get started, click on the desired date on the calendar: ![MC-17.gif](https://docs.teamlead.one/__attachments/a_5d03af1c6ccfdd55a648d977a58214b0762383092c97b35fb9ad5aa79ff3e404/MC-17.gif?cb=1146745f8abf5feb81ce92646da015f7) Marketing calendar - Picking a date In the pop-up menu, select New Event. An event creation window will appear: ![MC-17.png](https://docs.teamlead.one/__attachments/a_3f7ec00412366d0833204c5b124cb9df92d4e039656f54f665512b313ce49b93/MC-17.png?cb=795e9d585a7f4eac25b1df2d08be2dae) Marketing calendar - Non-Jira event Fill in the dates and times, choose a color, and give the event a name. In gaming industry, this could convey a simple operation of turning a certain setting on or off on the servers (for example, pre-configured in-game events). ![MC-18.png](https://docs.teamlead.one/__attachments/a_a92274e0526d5fe7fb2a4ddedece456301a2669bbd1482a4064502576e17df9b/MC-18.png?cb=71c2fc09bfc2c6196d783ebe5f956e9d) Marketing calendar - Adding the event Add a description and click *Save*. The event will immediately appear on your calendar grid: ![MC-19.png](https://docs.teamlead.one/__attachments/a_c112f8927e4e5cf29c4affe3cc985c97e1b516a2320b907e0eb6245d30832592/MC-19.png?cb=94c1077b9962c3724680c83173d008c0) Marketing calendar - Custom events added ## Adding Reminders If your team uses our Reminder for Jira app by Teamlead, you can display these reminders directly on your calendar. This is an effective way to keep everyone on top of publishing deadlines or review stages. To create a reminder directly from our Calendar, simply press the R-key to prompt the reminder creation window to appear: ![MC-20.png](https://docs.teamlead.one/__attachments/a_ff092114485a68e4b7ec55afc41da8138460e863ff316030477fdb3b9a033b82/MC-20.png?cb=b7b55beae3640e9b79551cb34742b1ee) Marketing calendar - Adding a reminder Alternatively, you can create the reminder from the main page of our Reminder for Jira app by Teamlead by clicking the *+ Add Reminder* blue button: ![PM-35.png](https://docs.teamlead.one/__attachments/a_33dc3489cb77e21dddddc68297ca52d2a1c6b3dc75334753387708dd5ec0074d/PM-35.png?cb=0118e279855509208a515a8b20ee01cc) Marketing calendar - Creating a reminder from the Reminder page Provide the necessary information and associate the reminder with a work item. After that, click *Create*, and the reminder will be added to your reminders list. Once you have a reminder you'd like to display on your calendar grid, go to the calendar settings, and then to the Integration tab. In there, switch the *Show the current user's reminders* toggle to on, turning it green. ![MC-21.png](https://docs.teamlead.one/__attachments/a_752023c41d79bfa4115caf97429aa553496cdc6393c7a3d35546ecf87f126d85/MC-21.png?cb=f382c87a8c8003df9c9883f65a293127) Marketing calendar - Turning the reminders on Click the *Save tab settings*. Your reminders will then appear on the calendar grid alongside your issues: ![MC-22.png](https://docs.teamlead.one/__attachments/a_9fea8e7418753410db64fd904cbce77c9fb9e75d64b27682835150d7c6bba9dd/MC-22.png?cb=cac71b64a15565c7bb3b53896a100e22) Marketing calendar - Reminders on the calendar grid ## Sharing your calendar After you've customized the calendar, you can share it with your team to improve collaboration. On the calendar interface, find the *Share* button. It's located to the right of the *Today*link. ![MC-23.png](https://docs.teamlead.one/__attachments/a_37a0a36b376a74b5e6b60ca870067c386868c9c57d006ffd9b9ba310e723c3f6/MC-23.png?cb=c92a41c7a89916719b7a40d21e851c24) Marketing calendar - Sharing a calendar Click this button, and a share window will pop up. ![MC-24.png](https://docs.teamlead.one/__attachments/a_e4bf53d62848c72a1cfe5151fff9d89c5417871c60bf35bb7ab7b4017320401c/MC-24.png?cb=3234f1579725b6e347c2fcf7d4166807) Marketing calendar - Share window From this window, you can select the user group that represents your marketing team. After you do, click *Add*, and then choose if the group members should have editing rights by checking the box next to their name. This is useful if a campaign manager needs to make changes. ![MC-25.png](https://docs.teamlead.one/__attachments/a_21edaeab8cea541975752ba6fe48f85df3606d566d1f0d09621365aa020f80ca/MC-25.png?cb=035cb4888d137ea0fab0c3f392f82bb7) Marketing calendar - Sharing the calendar with a user group You can also get a direct link to the calendar by clicking *Copy link* in the share window. Finally, click *Save* . Your team members will be able to access the calendar from the *Shared with me* section of the Calendars menu. ![MC-26.png](https://docs.teamlead.one/__attachments/a_bae4aee8e8ceb8d7a5690cb3f7157ef56f5d25f3fd4439d9026719353095d943/MC-26.png?cb=cf8d5050d0da871bb54b200a505d4193) Marketing calendar - Displayed in Shared with me *** ** * ** *** πŸ”” **Stay informed** Subscribe to get the latest updates and explore new product capabilities πŸ‘‰ [**Subscribe for updates**](https://teamlead.one/subscription?utm_source=docs&utm_medium=footer&utm_campaign=calendar) --- version: "2.0.6-AC" language: "en" --- # Migration from Data Center to Cloud At present, there is no automated migration path available for transferring data from the Data Center app to the Cloud version. We are actively developing migration functionality, and we expect it to become available in an upcoming release (Q1/2026). In the meantime, if your Jira instance contains a large number of calendars and you require assistance with migration, please contact our support team. We will provide guidance and support on a case-by-case basis to ensure your data is successfully transitioned. --- version: "2.0.6-AC" language: "en" --- # Not Familiar with JQL? Here's a Quick Shortcut If you're not comfortable writing JQL queries manually, there's an easy workaround using Jira's built-in search interface: 1. Navigate to **Filters β†’ Search issues**. ![VB-7.png](https://docs.teamlead.one/__attachments/a_7331f7d9226899f88a310170ca1a5aa76acc6482ded75a23323278dd82b5ea89/VB-7.png?cb=f03ef8d9056e3de24eaaed05ff3b4f51) 2. Use the **Basic** mode to define your criteria using the dropdowns and fields. ![VB-8.png](https://docs.teamlead.one/__attachments/a_f4e2c34eec9c1b2dfbe448e4217b93a0a840e16cf08d138804f35af0c4de7b91/VB-8.png?cb=6109bf4674c69054716036aac5dd421c) 3. Once your results look right, switch to **JQL** mode and *voila,*your query is complete! Jira will automatically convert your selections into a JQL query. ![VB-9.png](https://docs.teamlead.one/__attachments/a_40a38a852ebb05904430058462b97d36350f67291a24a78b2b5bd1a453a39488/VB-9.png?cb=0592c78bfed04a23ec05dcc2aeb053a3) 4. Copy that JQL and paste it into the calendar view in our app. This lets you take full advantage of JQL without needing to write it from scratch. --- version: "2.0.6-AC" language: "en" --- # People Management ![PM-MAIN.png](https://docs.teamlead.one/__attachments/a_ed0e20f05ed9a67614ff4c81daba77c332496b7f4fa9896321e14a2739746a59/PM-MAIN.png?cb=b1a273e7bd5379aa8021fc9c64ac1f3b) People Management Calendar **Use case description:** This calendar is used by team leads and managers to schedule and track recurring team activities such as 1:1s, performance reviews, and onboarding sessions. It helps ensure consistent follow-through on people-related tasks and provides improved visibility into team management workflows across the organization. **Primary Actor:** Team Lead, Department Manager. **Calendar Shared With:** Team members, HR. This guide will walk you through setting up a People Management Calendar using the Calendar for Jira app. The main purpose of this calendar is to help managers easily track and schedule recurring team activities. While you don't have to follow along with the configuration steps, we recommend you review them to get a better understanding of the features we refer to throughout this manual. Setup (optional) 1. Create relevant work types: You can create specific issue types to better track people management activities, such as 101, Performance Review and Onboarding. ![PM-1.png](https://docs.teamlead.one/__attachments/a_88bc2935057494902374d1632f33b20bd0bb778a7dd85646acfe238ef50f6b7f/PM-1.png?cb=02a8530c99312b4c5cbf2b08a96a6674) People Management - Work types 2. Set up workflows for issue types: A simple but effective workflow for these activities might consist of just two steps: *Scheduled* (status category *To Do* ) and *Completed* (status category *Done*). ![PM-2.png](https://docs.teamlead.one/__attachments/a_9ca15d51a6466a6dce1d7ef799cb1872ffb6c32aaf6118e00b4a6ffaff7aead1/PM-2.png?cb=ae823332412c6b08b042d5e1ce6a7fc8) People Management - Workflow 3. Add Custom Fields (Optional) For a more efficient and well-organized People Management calendar, we recommend adding custom fields. These fields are crucial for better organizing your team's activities and making it easier to find specific information. In this demo, we'll use the *Department* and *Primary Work Location* custom fields. The *Department* field is valuable for managers who need to quickly check the schedule of a specific team without sorting through the entire company's calendar. Meanwhile, the *Primary Work Location* clarifies an employee's availability and helps determine whether a meeting should be scheduled online or in-person. ![PM-3.png](https://docs.teamlead.one/__attachments/a_855dc9b45e858a1693c49dd2fb6f25dd8d5bf613caae94be4ce5ad603a2c7e10/PM-3.png?cb=4ed46cb75e9fb9dcf101fe6600961948) People Management - Custom fields 4. Create filters When working with a wide variety of issue types and properties, it is often more convenient to create and save a filter directly within Jira. This allows you to pre-define all your desired properties and save that selection for future use. To do this, navigate to Jira's sidebar on the left side of your screen and click Filters, then select Search work items. ![PM-6.gif](https://docs.teamlead.one/__attachments/a_63faff9c7313ec1e02ab35d9dbf3690d8385af1efda271d78a9928024f1bca1c/PM-6.gif?cb=aa5a6736422b4ee33d5d853a04dc87de) People Management - Filters The action will redirect you to the filters page. Select a set of properties you'd like at the top of your screen. ![PM-4.png](https://docs.teamlead.one/__attachments/a_e95d513ecbb6323fc6d23ed7521ee842bc9356b2ce3a47ccebd5c53bf42ad9e3/PM-4.png?cb=a7b36870cfd9aff82a98c5c6fa47d9e9) Once you're satisfied with your selection, click *Save filter* to the right of the filters' row. It will bring up the saving window. ![PM-5.png](https://docs.teamlead.one/__attachments/a_7a8717f8b6d8fb57e5e688ae7f88ef273413ff5e70c77d33100f0584e4363104/PM-5.png?cb=a4f4b720837fea6c0e3cc33059d68804) People Management - Save filter In here you can give your filter a name and description and choose who has the rights to view and edit it. Don't forget to click *Add* to add the desired groups into viewing or editing lists. Note: To successfully share a calendar based on a Saved filter, it is essential that the filter itself is also shared with the users who will be viewing the calendar. If a user does not have permission to access the underlying filter, they will not be able to see the issues displayed on the calendar. Click *Save* once you've finished configuring your filters. With these steps complete you're now ready to create this calendar in our Calendar for Jira app! ## Creating the calendar Open the Calendar for Jira app from the Jira Apps menu. In the sidebar on the right side of your screen, find the *Calendars*menu and click the + create button. ![PC-1.gif](https://docs.teamlead.one/__attachments/a_fd0dacd291f5c9cd96eedd8a695f76b1f0e00940d179be2924e25274d939ed8e/PC-1.gif?cb=46e62aa0ba02bb0bd29a8990bed33c6c) People Management - Create calendar Once you provide your calendar with a name---*People Management* will do just fine---you'll then need to specify what the calendar is based on. Choose the *Saved Filters* option, as this allows you to configure your calendar to display only the work items you've pre-defined in a filter (see the setup). Later, you can use our app's filtering features to further narrow down this initial view as needed. For the *Date Fields type* , choose *Date-Time fields* as your option. This will allow you to plan and schedule your team's activities with greater precision, down to the hour. Note: Our Calendar for Jira app automatically creates the *Start/End Date and Time* custom fields upon installation. However, to use them properly within your project, you will still need to add them to your screen configuration. ![PM-7.png](https://docs.teamlead.one/__attachments/a_e07872eea473ac42a7e762c71c5e217afa1f481be765e942fa058439fd4b62c4/PM-7.png?cb=4af45a484ab1855b4311566f408f8d19) People Management - Main settings For the *Layout* settings, set the default view to *Week View*. This is perfect for visualizing people management tasks across a team or department over time. Disable the weekend visibility for your calendar to avoid empty spaces and choose your preferable first day of the week and the calendar's hours. Issue card fields are the pieces of information that appear directly on your calendar grid. Since space is limited, it's best to select crucial information that helps you quickly navigate and understand a card's purpose. The main properties of the work item, such as the issue key, its type (via an icon), summary and the assignee are displayed there by default. You may choose *three more* fields to be shown in the issue cards. Let's select the *Department*custom field to be displayed here. ![PM-8.png](https://docs.teamlead.one/__attachments/a_b930e171c2e18885890b259bb9a847f600a3790351347b429cabf377a29b72dc/PM-8.png?cb=b15664e63d6f8e31904d39b6ba0365b5) People Management - Issue card fields Issue preview fields, on the other hand, appear in a pop-up once you click on an issue card. This provides extra space for additional details to be shown without needing to open the full issue screen. Choose what information you'd like to be easily accessible in selection. ![PM-9.png](https://docs.teamlead.one/__attachments/a_610e11e8369eaaa3aab340246934f556380b63129fd6d4d34928ea70891a033c/PM-9.png?cb=6f3e4cc98db3a69ffa18ce1d0ca3899e) People Management - Issue preview fields You can still access the complete issue window to view all information by clicking the issue key link within the preview pop-up. ![PM-10.png](https://docs.teamlead.one/__attachments/a_2b571885d10ca58dc7475d729db6d3754afc27117614d22f6af9960479aacbc1/PM-10.png?cb=d02b6397124fcd70d5eb842054249323) People Management - Issue preview After confirming your settings, click Create. Congratulations, your calendar is now added. Upon creation it will look similar to this: ![PM-11.png](https://docs.teamlead.one/__attachments/a_6f449e57e7812b90a369755ce382183262f62fc0896792c8ee7d1b50a9b81223/PM-11.png?cb=dac95ae707f0ad5a4a37b4f57892a043) People Management - First look Your issue cards may have a different default color based on your current settings. You can leave it as-is and start using the app immediately, but we highly recommend exploring the full functionality to customize your calendar's appearance. ## Card Colors for People Management calendar Adding color coding is a great way to make your calendar more readable and to quickly identify activities by meeting type or team. First, open the calendar's settings at the bottom of the sidebar and select the Card colors tab. ![EC-1.gif](https://docs.teamlead.one/__attachments/a_642133c44efa272a383c57216c88b7d80a922c33305fda81020847cf6c4d8a0f/EC-1.gif?cb=5a75a207e7c441826fcdc859a7c35e2a) People Management - Settings ![PM-12.png](https://docs.teamlead.one/__attachments/a_e5e047ffeac16425146115cd13255509b436468b1c79b51228d04de8249f215e/PM-12.png?cb=15ca304dae2dafe600bf57d092f00bb2) People Management - Card colors menu In here you can use JQL statements to apply colors to your works' properties. To do so, select the color you'd like issues with certain properties to have and then describe the properties using JQL. After that, click the blue add *+*button to add the rule to the list. This feature allows for a great deal of customization. For instance, you could color issue cards by status to instantly visualize your team's progress. You might choose to use paler shades to represent scheduled or ongoing work and more saturated colors for completed tasks. Alternatively, you could take the opposite approach and use the most saturated colors for ongoing work, while reserving paler shades for items that are already done. You could also color the cards by department or projects to distinguish between employees' tasks based on where or what on they work. Varying saturation levels could help visually indicate an issue's priority or risk level. For simplicity, let's assign the rules based on issue types and statuses: ![PM-13.png](https://docs.teamlead.one/__attachments/a_00e1e62409b20903b60b2ed838aef42fcb4503bef129289ec8b017cd62912a63/PM-13.png?cb=80a0e5e001e655df712dc023ae7894af) People Management - Card color rules Tip: Not feeling confident in using JQL? [Here's](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/not-familiar-with-jql-here-s-a-quick-shortcut.md)our small hint on how to get a proper query without mistakes! Once you've added all rules, click *Save tab settings.* After that, your calendar will change its appearance: ![PM-14.png](https://docs.teamlead.one/__attachments/a_6ef57cdc213ba35d29fed826c826b516be8cb77a17b5c8d5014c8ed25c9e1939/PM-14.png?cb=13b20d8a5c0641b004e86a2b02d80fe9) People Management - Color rules applied As you can see, using color-coded cards provides aid for easier navigation. At a glance, you can get an instant idea of your entire week's activities, allowing you to quickly prepare for the different types of meetings and tasks ahead. To quickly preview what the different card colors on your calendar mean, head to the bottom of the sidebar on the right side and click the *Legend*button. You can see the entire JQL associated with the specific color by hovering your mouse cursor over that color. This is especially useful when viewing a calendar created by another person, as it gives you an instant key to all their color-coding rules. ![PM-15.png](https://docs.teamlead.one/__attachments/a_7b810675508a1725666b533218f25a2daebb068d7a2e0996694e0e77b7506182/PM-15.png?cb=7f487d552820e247129774ad918dbe00) People Management - Legend ## Quick Filters for People Management calendar Quick filters allow your team to easily access information based on any JQL query, including ones with custom fields, which is vital for effective management. Navigate to the calendar's settings, then go to the Quick filters tab. ![EC-1.gif](https://docs.teamlead.one/__attachments/a_642133c44efa272a383c57216c88b7d80a922c33305fda81020847cf6c4d8a0f/EC-1.gif?cb=5a75a207e7c441826fcdc859a7c35e2a) People Management - Settings ![PM-16.png](https://docs.teamlead.one/__attachments/a_fea05e4c8805054a2e41f55f8c56c77ac23eb630dc260994517c6cd0fae21e4c/PM-16.png?cb=9818b62e4e80eddb49b10c07cb0ca658) People Management - Quick filters menu You can also access the same settings page by clicking + *Add quick filter* right below the zoom select of your calendar: ![PM-17.png](https://docs.teamlead.one/__attachments/a_8830bd657f0a383d6fad1f5e72594dbeac09c17d50d7931c805507a7fc1fa154/PM-17.png?cb=ac885491ff3bfc74c9a98665e1933a17) People Management - Add quick filter Even with color differentiation based on issue type, it can still be useful to remove all distractions and focus on a specific kind of work. For a more streamlined view, let's add quick filters based on issue type to your calendar. We should also utilize our custom fields by creating Department and Primary work location quick filters. Give each filter a short name, enter the JQL query describing the property you're wishing to include in that filter, then click the blue add *+* button to add the filter to the list. ![PM-18.png](https://docs.teamlead.one/__attachments/a_c5780a0ef2f1f420f82bde315061fc565fe6503a8072d6d45eb82d42099b1ad9/PM-18.png?cb=d4b7faaddbbfb888cab6f3eb52a0595e) People Management - Quick filters added Click *Save tab settings* to finalize your filters. The buttons to use them will then appear above your calendar grid. ![PM-19.png](https://docs.teamlead.one/__attachments/a_c06d14a77bb2910d5bbb46af8bc6bae75b77c6b4ee35d151d0cdb2df705ba569/PM-19.png?cb=e36fc7462b49bbbfe7641f90ab41b7a7) People Management - Quick filters added Click a button to enable a quick filter, and it will darken to show it's active. Your calendar will then display only the issues that match that filter's rule. If you click a second button, your calendar will show issues that adhere to both rules. To turn off a filter, simply click the button again, and it will lighten. If you want to disable all active quick filters at once, click *Clear all* at the right end of the quick filter row. Note: When you choose more than one quick filter, an *AND*operator is applied to them. This means that for an issue to be displayed, it has to meet the conditions of all selected filters. *Example* : Choose *DevOps* and Int. Office quick filters. The calendar then will show vacations and planned business trips only for people who are in the *DevOps* department and are located in the *International Office*. *Example* : Choose *DevOps* and *QA*quick filters. You've selected two different departments, and in our setup, an issue cannot belong to both at once. Therefore, no issues will be displayed. *Example* : Choose *101* and *Onboarding*quick filters. Both filters describe different work types, and because a work item cannot be of two types, no issue will be displayed. Keep in mind that with custom fields, how well quick filters combine depends on your specific setup. You won't be able to combine issues based on properties from the same field that can't logically co-exist on a single work item. ## Connecting External Calendars For a more complete view of your team's schedule, you can integrate external calendars for company-wide events or the official HR calendar. First, get the iCal link (.ics URL) for the external calendar. Detailed instructions can be found [here](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/external-calendars-or-ics-subscriptions.md). ![PM-20.png](https://docs.teamlead.one/__attachments/a_d858db5467e19bf49685d0e5946869c47cbcd9435f568204db9d37fdbc71f64e/PM-20.png?cb=af6bed57ef303a2f106a75b248bb18bf) People Management - iCal link from Google Calendar ![PM-21.png](https://docs.teamlead.one/__attachments/a_9e4b0ea694f8a43c3db75411ca778e71daddc14453e60f67b1222aa6f0d62ae9/PM-21.png?cb=e204aa07bdf14d1f6608a2e37cd6f2de) People Management - iCal link from Outlook Once you've acquired the link, in your Calendar for Jira app, go to the calendar settings and choose the *External calendars* tab. ![PM-22.png](https://docs.teamlead.one/__attachments/a_b5d512e10adebd04ffd8ea0611f90a6c25f5cbe96e4c668ef4fef37b146d54f1/PM-22.png?cb=daf25189c4cb3270b28df28a570e47b9) People Management - External calendars menu Select a color for the external calendar, give it a name, and paste the iCal link into the ICS link field. Click the blue add *+*button to add this calendar to the ICS calendars list below. ![PM-23.png](https://docs.teamlead.one/__attachments/a_d3848376a659c8fe34725e128ed4312f3b078335eab689c7ab067b570c24359a/PM-23.png?cb=b59c5f9894ead49049c06cb864a0eef5) People Management - Adding external calendar Click *Save tab settings*. The events from your external ICS-subscription will now also be displayed on your calendar. ![PM-25.png](https://docs.teamlead.one/__attachments/a_67cbc81bfa1e91c51537673a2dd2f11c650ca78be6dba2e5d6c38ea613c58989/PM-25.png?cb=f04c0b5dca30b0d431095884e86b5d15) People Management - External calendar added The external calendar will then be visible in the sidebar under *External calendars*. An icon next to its name will indicate whether the calendar comes from Google Calendar or Outlook. ![PM-24.png](https://docs.teamlead.one/__attachments/a_c3606d2536a312f73510a127e1d65ba0e399259a7df62c49bc69124625e1d473/PM-24.png?cb=f4f736feabcf5fd8b4b1468dbef69de6) People management - Calendars menu To hide them at any time, simply uncheck the box next to the external calendar's name in the sidebar. ## Creating Non-Jira Events The Custom or Non-Jira Events (NJE) feature is great for scheduling important team management activities that don't need a Jira issue. This could include scheduling prep time before reviews, check-ups or informal coaching sessions. To schedule a custom event, pick a date on your calendar. Bring your mouse over that date and simply click it---a pop-up window will appear. ![PM-26.gif](https://docs.teamlead.one/__attachments/a_7c385117b5d79e92393c9c82bcae48ff31a47793069a367d8e0db50df66d32f0/PM-26.gif?cb=1be7bae1c7f2b71fcadd607f359895eb) People Management - Picking a date In the pop-up menu, select *New Event* . Alternatively, you can click the same button from the *Planning menu* of your sidebar on the right side of your screen. ![d51fd8e1-3bcd-48a6-abd4-3b874b80f887.png](https://docs.teamlead.one/__attachments/a_cfdb9cd3a7d889d1a713eba0ad50e89763d136165ddd0c582c07d00ea84dfdb9/d51fd8e1-3bcd-48a6-abd4-3b874b80f887.png?cb=2cf1d25d82f7643bf67b088e6900343b) People Management - Planning pop-up menu ![ee3f98b3-8967-4015-b821-4f01de8730ed.png](https://docs.teamlead.one/__attachments/a_dd93b8bc1d48c004961d561ccc13f1745b99c48fdc30aaf97d3d70cfe497afd4/ee3f98b3-8967-4015-b821-4f01de8730ed.png?cb=1f30e6394fb7313719b8c0e8d9200209) People Management - New event window Fill in the start and end dates and times, choose a color and give the event a name like *Check-up, Kate.* Correct the time if needed, attach a link to external webpages and provide description. ![PM-26.png](https://docs.teamlead.one/__attachments/a_bf0c1296158da06d5523be241337631f118896b607719e5bb159aca754125928/PM-26.png?cb=a31213c474c8719f56e05c8ef47776d9) People Management - New event Once you provide all necessary information click *Save.*Your new custom event will immediately appear on your calendar grid: ![PM-27.png](https://docs.teamlead.one/__attachments/a_528d881bcdf27ffe82fb8a946ae12224df5180a89e9c18a69d58b5425efef2a6/PM-27.png?cb=4b4a219a08b704d79e619058fac03515) People Management - New events added You can use this feature to plan a large amount of custom events within your calendar or use this tool to create personal reminders. However, if you use our Reminder for Jira app, there is a way to display those within your calendar as well! ## Adding Reminders Displaying reminders attached to Jira work items in your calendar is an effective way to keep everyone on top of feedback cycles, 1:1 schedules, or onboarding steps. To create a reminder, simply press the R-key to summon the reminder creation window over your calendar. Alternatively, head over to our Reminder for Jira page (by Teamlead). On its main page, find *+ Add reminder* button to the right side of your screen: ![PM-35.png](https://docs.teamlead.one/__attachments/a_d0cdcc391ba41166f6b10542a86a274d8e019c75484184c3cca9492e9c672598/PM-35.png?cb=0118e279855509208a515a8b20ee01cc) People Management - Add reminder In the window that appears, first select the issue for which you'd like to set a reminder. Then, provide the rest of the necessary information, including recipients, day and time when the reminder should occur, and whether you want the reminder to repeat. Any additional information could be added in the comment box as a short message (255 symbols max). ![PM-36.png](https://docs.teamlead.one/__attachments/a_2bc973d8de704c85ed497be05ad4c6c7b6d86ba58f72fed25e3c043f9fc7c16d/PM-36.png?cb=f7b71ad1a5200dad937bd0ec5f7b21b1) People Management - Creating a reminder Click *Create*. Your reminder should then appear in your reminder list. ![PM-37.png](https://docs.teamlead.one/__attachments/a_329b4971cc7cd98941351a6b94b030758f8116e42ede3c07d44e4c2ca835de01/PM-37.png?cb=1074b7dc97c643a3353fc395441696a1) People Management - Reminder added For the complete manual for our Reminder for Jira app, please refer to our documentation here. Now, to display those reminders on your calendar, head back to our Calendar for Jira app and to the calendar settings. In the settings, locate the Integration tab. ![PM-29.png](https://docs.teamlead.one/__attachments/a_2d6a4fbbb1cda4c3a247a71a85e9c372d31ed1ef933d280fc8d552ff4df89b45/PM-29.png?cb=0e931e6c69824fdc1364700a5fe648fd) People Management - Integration settings Switch the *Show the current user's reminders* toggle to on, turning it green. After that, click the *Save tab settings*. Your reminders will then appear on the calendar grid alongside your issues: ![PM-31.png](https://docs.teamlead.one/__attachments/a_e1c2a295f48312872d3932e28c3989720dcc1fc0eed9a6ac9d5091735efbe430/PM-31.png?cb=0ac6a3fe75ac287ceef0a33771c4cad2) People Management - Reminders on the calendar grid ## Sharing your calendar After you've customized the calendar, you can share it with your team and HR to improve collaboration. On the calendar interface, find the *Share* button. It's located to the right of the *Today* link, between *Search* and *Instant filters* buttons. ![SC-1.gif](https://docs.teamlead.one/__attachments/a_0e1d4591533a0e9138c29c39288176e7ee880efd32d29487a9eff17f94da7eed/SC-1.gif?cb=007fa3be84d68733ea88e01354d11d1e) People Management - Share button Click this button, and a share window will pop up. ![SC-2.png](https://docs.teamlead.one/__attachments/a_b7e34b321bfa32dc812d9d50db94c7f5454db977ea78a18ca7c0366abb6cad25/SC-2.png?cb=74f9f22b49a097a830b3f8df57a4aa18) People Management - Share window From the drop-down selection menu you can choose the user group you'd like to share your calendar with. Click *Add*, and then confirm if the group members should have editing rights by checking the box next to their name. ![PM-32.png](https://docs.teamlead.one/__attachments/a_1bb922bec29ea626b56c1d1aea95ef1cc5ca4e827659a4955a317dc0f3ecf85c/PM-32.png?cb=afb7c15648723cec0cdf341849d16994) People Management - Sharing the calendar Finally, click *Save* . Your team members will be able to access the calendar from the *Shared with me* section of the Calendars menu. You can also get a direct link to the calendar by clicking *Copy link* in the share window, and then send it to your colleagues. ![PM-38.png](https://docs.teamlead.one/__attachments/a_5f52a713a5aabef088b301e463ae0ac0e8dc865e2e028714e9b1274bd37a5583/PM-38.png?cb=c4c27b3be31ed2191e8cfbe845fc4952) People Management - Shared with me calendars When you add a shared calendar to your favorites by clicking the *Star* icon, the calendar will appear in the *Internal calendars* section of your sidebar. A distinct icon next to its name will indicate that the calendar belongs to another user. ![PM-39.png](https://docs.teamlead.one/__attachments/a_1e1bd9fe5fadbdfcc48b3d8f4ad9dfe8a932f077bca8feec9bcafd049710acf1/PM-39.png?cb=14822b7f9be7a78d8eb7d325bf91785c) People Management - Shared with me calendars *** ** * ** *** πŸ”” **Stay informed** Subscribe to get the latest updates and explore new product capabilities πŸ‘‰ [**Subscribe for updates**](https://teamlead.one/subscription?utm_source=docs&utm_medium=footer&utm_campaign=calendar) --- version: "2.0.6-AC" language: "en" --- # Personal Calendar ![PC-MAIN.png](https://docs.teamlead.one/__attachments/a_be9bba68d435d1edc96a48c32c7ae67e451f74946ddbdaa6e29c409c2940aa9c/PC-MAIN.png?cb=70133bd4fb39596c8724080aa06db4a6) Personal Calendar **Use case description:** This calendar supports individual users in managing their personal work tasks and reminders. It's designed to help team members organize internal responsibilities, small tasks, and recurring activities that don't require full Jira workflows. Items can be color-coded and filtered for personal productivity, and users can create private non-Jira events for added flexibility. **Primary Actor:** Individual team member. **Calendar Shared With:** Private or optionally shared with manager or team. This manual guides you through setting up a Personal Calendar using our Calendar for Jira app. Its primary goal is to help you consolidate your individual tasks and reminders from across all your projects into a single, unified view. Since the calendar's purpose is to gather all of your work in one place, a prior setup is not required. ## Calendar Creation Let's create our *Personal* calendar. Navigate to our Calendar for Jira app through the Jira Apps menu. In the right-hand sidebar, find the *Create*button within the Calendar section. ![PC-1.gif](https://docs.teamlead.one/__attachments/a_a2e47e13ec265f7857584d2cb3c3698e98cd9dbede20bfba6dd08e1b2397892c/PC-1.gif?cb=46e62aa0ba02bb0bd29a8990bed33c6c) Personal calendar - Calendar creation If you're planning to share this calendar with your team, it would be wise to indicate your own name in the calendar's name to help others locate it without trouble. Otherwise, go wild, this is your personal planning page! ![PC-2.png](https://docs.teamlead.one/__attachments/a_4ea56ada93a2aa359828c432dfea5b965da4028e73fcb5b65cb7b2540a29da26/PC-2.png?cb=4af4e69982a0cb4f7c890343a30e21c6) Personal calendar - Giving a name When specifying what the calendar is based on, you can select the **JQL** option. This allows you to create a calendar that displays issues based on any Jira Query Language statement. For example, you can choose to display all issues in which you are the assignee across all projects you have access to. As you type a name after the *assignee*property, the field will provide you with helpful suggestions. ![PC-3.png](https://docs.teamlead.one/__attachments/a_7e3354ee5ac33ef07077af58a30ec70ea69b154801fd148dfbc6b74e64d36ec3/PC-3.png?cb=1ff7df28b38272dbc401e9465dff3abd) Personal calendar - What it is based on To avoid crowding the calendar with events spanning their entire duration, in this use case we selected *Due Date* as the *Date field type* of our calendar. That way it will be easier to locate the tasks which require more attention to complete them on time. In the Layout settings of your Personal calendar, choose *List View* for the default view of your calendar. Since it's a personal calendar, it makes sense to keep the weekends visibility on and select the widest grid time range possible---it will allow you to use the calendar for the past-working hours planning, if it's required. ![PC-4.png](https://docs.teamlead.one/__attachments/a_ec8c288a99f4bafd9b6c98e51d3ee01494c8b65cb24dc38f4d963170a73fd7d4/PC-4.png?cb=b908a9d0e5d6e1d0089f257ce4f1e681) Personal calendar - Layout settings The List view is designed to help you focus on the main details of your work items by providing a streamlined, uncluttered display. Because of this, adding more fields to the *Issue card fields* won't affect this specific view. If you want to have quick access to more information, simply add the fields you're interested in to the *Issue preview fields*. ![PC-5.png](https://docs.teamlead.one/__attachments/a_7bc7e6c8fe0d0bba9c0dc02389616ee64c8fd0d83f95cf587dc9e9502cf16c13/PC-5.png?cb=738ab9e819b03c470e0d05b482ba3a12) Personal calendar - Layout settings Once you're satisfied with the configuration of your personal calendar, click *Create*. You will be greeted with a view similar to this: ![PC-6.png](https://docs.teamlead.one/__attachments/a_d6eb9cf32a38baec4cd22f5d12c5775d2ff8ed570e1eebd42430c480ffb534d5/PC-6.png?cb=0a778a23f906fb1963c42e25c2cfdd31) Personal calendar - First look Let's add clarity to this task list by utilizing the full functionality of our Calendar for Jira app! ## Card Colors Using color coding for the priority levels will make your calendar easier to read and help quickly identify task which require urgent attention. To add the color to the markers next to the each work item, navigate to the calendar's settings in the bottom of the right-hand sidebar, then go to the *Card colors* tab. ![PC-7.png](https://docs.teamlead.one/__attachments/a_e9d383c3fa4eae4f122763334ce79dc73da12476c9c17d9d603512725de839ec/PC-7.png?cb=7488096c834294461375adf48e0e83d1) Personal calendar - Card color settings Use JQL to associate color hues you'd prefer with the works' properties. Example: Orange hue, JQL: priority = High ![PC-8.png](https://docs.teamlead.one/__attachments/a_f776db372edde35f7a6720382b0a02209ea1066dc9e540a4a2c0bb2fa8d8c04c/PC-8.png?cb=436e696dd0a2b7a04995c0cb50ca1a92) Personal calendar - Adding color rules Click the *+* button to add each rule into the rule list. Once all rules are added, click *Save tab settings*. Upon saving, your calendar's markers will go from grey to various hues depending on the priority level: ![PC-9.png](https://docs.teamlead.one/__attachments/a_89783e5df801f1d4e956411ebf553e29248cbaa6b6c25e4f82e5fa275181db8b/PC-9.png?cb=faceb5081dac08d84406b49b31ee04e7) Personal calendar - Color rules applied You can preview the color rules using the *Legend*button in the bottom of the sidebar: ![PC-10.png](https://docs.teamlead.one/__attachments/a_614a88f5955fec0aa54203fddc5a8577065d6d7e685be283522b8f64fb5e4501/PC-10.png?cb=caf198e25df4412e67cde6ff8559cade) Personal calendar - Legend \& Color rules ## Quick Filters Utilizing quick filters allows you to access work items' information based on any supported JQL query, enhancing personal productivity. Since your calendar aggregates work items from multiple projects, it's crucial to create filters that help you segment that information. Another option could be tracking specific statuses related to your specialty---for example, status *Reopened*would be of a high interest to someone working in QA. To set quick filters up, navigate to the calendar's settings and then to the *Quick filters* tab. ![PC-11.png](https://docs.teamlead.one/__attachments/a_22b6f54da703644f53fd0612434d48a42dff19c0910b5dc221c961469c5fa3da/PC-11.png?cb=5eed002c6b39ee42a409e41d4c5499f9) Personal calendar - Quick filters settings Create filters for different projects your work items belong to, and add additional filters based on the status of your interest: ![PC-13.png](https://docs.teamlead.one/__attachments/a_04eeb89f75acfd58e5fcd8c232764912c239f2e8cf701a13e0f9d0b271e012c8/PC-13.png?cb=536ed897a1ef21fed554fae57b1fcd0e) Personal calendar - Adding quick filters Example: status = Reopened Example: project = CALCL Example: priority (High, Highest) AND duedate \<= 2D You might think it's unnecessary to create quick filters for Priority \& Due Date combinations since this information is already visible on the calendar. However, the true value of these filters isn't just seeing the data---it's reducing clutter to focus on urgency. Creating these filters enables you to instantly narrow your view and efficiently concentrate on the tasks that need your attention right now. Click *Save tab settings* after adding your filters. Here's how they should look: ![PC-14.png](https://docs.teamlead.one/__attachments/a_3660844fe5087d7d5c00f9e6ff52f52ebe2b227fc8504bd5bfa73bfe5010ff8d/PC-14.png?cb=01193f4731dcaa823aa436f90804bb32) Personal calendar - Quick filters added Click on one of the quick filter buttons to activate it. The button will go dark, indicating that the filter is active. Click it again to toggle it off. Activating multiple filters at the same time will activate an AND condition between these filters---only the items which adhere to both of the filters will be shown. ## Connecting External Calendars Integrate your Google or Outlook calendars for a complete view of your schedule. You can connect your corporate calendar or another personal calendar within our Calendar for Jira app to see how busy your day is all in one place. First, obtain the iCal link (.ics URL) for your external calendar. You can find detailed instructions on how to obtain an ICS link [here](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/external-calendars-or-ics-subscriptions.md). ![MC-11.png](https://docs.teamlead.one/__attachments/a_2d17b246963a3ed4334e17aeab9a710023c3df6d188d387eb7cd9bbbd1717b67/MC-11.png?cb=f6c2fc74677ab6b6600f8bedaf2e0aa2) Personal calendar - Outlook calendar link ![MC-12.png](https://docs.teamlead.one/__attachments/a_bc78d97ac5f3019fb58c5eb078bf827c9599f123036b22eb8d118867a2c6cfce/MC-12.png?cb=80550bbd0260e971f8b16adfa68fb84e) Personal calendar - Google calendar link In your Calendar for Jira app, go to calendar settings and select the *External calendars* tab: ![PC-15.png](https://docs.teamlead.one/__attachments/a_138c0baf5404a6562eb2a1131fe843839012b212e0ba2c142bbd878986b3d3ed/PC-15.png?cb=98ed8719283f2c4e5bb65710a813859f) Personal calendar - Adding external calendars Choose a color for your external calendar, give it a name, and paste the iCal link into the ICS link field. Click the add + button. ![PC-16.png](https://docs.teamlead.one/__attachments/a_fcdb8017a76760597d4f19b92fee300a23b01d131e3fc82a41bbeed3b5c2d9db/PC-16.png?cb=934b1d8a0dea37d56bb507fc246589f4) Personal calendar - External calendar added Click *Save tab settings* . The events from your external calendar will appear in the sidebar under *External calendars*: ![PC-17.png](https://docs.teamlead.one/__attachments/a_ccd941b2057e22011588cb3dc51e859db7ede54120ec26bb738fe2a7ff524758/PC-17.png?cb=6a2d2323571e9b54e0239207f11c53ac) Personal calendar - External events added to the grid ## Creating Non-Jira events As the primary, and potentially sole, user of the Personal calendar, you'll find our Custom or Non-Jira Events (NJE) feature particularly useful. It allows you to plan your working hours, designate focused time for your own responsibilities, or even serve as a great personal reminder tool that doesn't require creating any work items. Plus, it can help you prioritize your wellbeing by pre-planning breaks! To get started, head over to the Planning menu in the right-hand sidebar. ![PC-18.png](https://docs.teamlead.one/__attachments/a_d92b8f61c97f023151a8fea171b295a8b67040b485aded43f3b87d3894609b0b/PC-18.png?cb=2ee4a94d59135a11f0d611fb107cced6) Personal calendar - Planning menu In there, click New event---it will prompt the event creation window to open: ![SC-23.png](https://docs.teamlead.one/__attachments/a_e373570e2f0c84bd29503be6fff122338eb4e236cd1466e26ab8db204cd33690/SC-23.png?cb=cfcacfe2bc394e2b20fa1dc4e0679341) Personal calendar - New event window Select the *Start* and *End* dates and time slots in their respective fields, pick a *Color* for your focus block. Enter a *Name* for the event, for example, *Deep focus*. Choose if you want your focus block to *not repeat* , repeat *weekly* or *daily* . Upon using the reoccurrence option, another field will appear---*Ends on.* Mark when you'd like the reoccurrence to stop. If you wish to add a URL to your focus block---it could be the link to the issue you're going to work on---click *+ Add link* to include it into your NJE. Provide details in the *Description* field: ![PC-19.png](https://docs.teamlead.one/__attachments/a_1f698045fbbb623690f4aca993b992a27510212bb64c2bfe1a2b7a8593f64818/PC-19.png?cb=73fa996a148211e5038c17ba2695793f) Personal calendar - Creating new event Once you added all the info needed, click *Save*. Your focus block then should appear right in your calendar: ![PC-20.png](https://docs.teamlead.one/__attachments/a_06266a79f8d6c23fc5dba6fb530e95baa73e18bbebb1d9b972db305dd782cc85/PC-20.png?cb=c9eaa4c9b07850b69d2b67359cc7372b) Personal calendar - Custom events added ## Adding reminders As integration feature of our Calendar for Jira app we allow the reminders from our Reminder for Jira to be displayed in your calendars. If you so happen to use two of our apps, here's how to make them work together: Head over to the calendar settings and then go to *Integration* tab: ![PC-21.png](https://docs.teamlead.one/__attachments/a_3d34c7cad25790f53eec129c2fa41dd531c15996c26410a1528fb48b110f4e06/PC-21.png?cb=a75c351773911f82d173de6305f22145) Personal calendar - Reminder integration In there, switch the toggle on *Show the current user's reminders*. Once you do that, it will change the color to green: ![PC-22.png](https://docs.teamlead.one/__attachments/a_8f6c118ea0d6eed946bdd62ca0320050296f69f71c790073f009a775705663b9/PC-22.png?cb=1c02a34f5c985bfcbe4e10be6c151b0b) Personal calendar - Reminders toggled on Click the *Save tab settings*. Your reminders should appear on your calendar list alongside your issues: ![PC-23.png](https://docs.teamlead.one/__attachments/a_6e139807f31bbacfa155b5bd722f3a878938a6634f5c572d822a4f0dd42aaee9/PC-23.png?cb=d864e161365cc6d73ff21e2d2ead79d9) Personal calendars - Reminders added ## Sharing your calendar After customizing your calendar and ensuring everything works the way you'd like it to, you have an option to share it with your team to further enhance the collaboration process. To do so, follow these steps: On the calendar interface, locate the *Share* button. It's positioned to the right of the *Today* link between the *Search* and *Instant filters* buttons. ![PC-24.png](https://docs.teamlead.one/__attachments/a_b1e7930d92dff15a9f85c2c8802c1abb40f06f9018a33190072b4f5a6ccaad7f/PC-24.png?cb=5cb27125512471651eff872c35c3a810) Personal calendar - Locating the share button Click this button---it will prompt a share window to appear. ![PC-25.png](https://docs.teamlead.one/__attachments/a_ccaf8a661b47d584597c9195a2ae49eb27c599b002953954ed42289c1ee1964a/PC-25.png?cb=f07064cfee55f30b0fc6bf3e82d887e3) Personal calendar - Share window In this window, you can select the user group that defines your team. Click *Add* , then choose if the people in your team should have the permission to make changes in your calendar by checking the box next to the user group's name, if needed. Since this is your personal calendar, you are more than justified to leave permissions as *View only*. ![PC-26.png](https://docs.teamlead.one/__attachments/a_333497b8352b78c1fe083ed2671030e886dbaf9246c320f7fed4c3c4315bb14a/PC-26.png?cb=f2a4d9350a12bfe58d3349c84b58e7a7) Personal calendar - Adding your team Finally, click *Save.* Your team will be able to find your calendar in the *Shared with me* section of the *Calendars* menu*.* Alternatively, you can share a link to your calendar's page by clicking *Copy link* in the share window and sending it manually. ![PC-27.png](https://docs.teamlead.one/__attachments/a_4bb1bb0b413aee0016a64908567652895b4b2925132091005e615ea920c4cf7f/PC-27.png?cb=cce8f9d8d91cfd08032ff0ad27461389) Personal calendar - Shared with me calendars *** ** * ** *** πŸ”” **Stay informed** Subscribe to get the latest updates and explore new product capabilities πŸ‘‰ [**Subscribe for updates**](https://teamlead.one/subscription?utm_source=docs&utm_medium=footer&utm_campaign=calendar) --- version: "2.0.6-AC" language: "en" --- # Pricing 2026 ## Annual Pricing 2026 At Teamlead, we help teams scale their Jira workflows with reliable, enterprise-ready apps. Below is the 2026 annual pricing for **Calendar for Jira Cloud.** *All plans include full technical support and regular security updates.* |-----------------------|------------------------|------------------------|----------------------------------| | **User Tier (Up to)** | **Annual Price (USD)** | **User Tier (Up to)** | **Annual Price (USD)** | | **Up to 10 Users** | $0 | **4,001-4250 Users** | $13,045.00 | | **11-15 Users** | $90.00 | **4,251-4500 Users** | $13,595.00 | | **16-25 Users** | $150.00 | **4,501-4750 Users** | $14,145.00 | | **26-50 Users** | $300.00 | **4,751-5000 Users** | $14,695.00 | | **51-100 Users** | $600.00 | **5,001-5500 Users** | $15,245.00 | | **101-200 Users** | $1,080.00 | **5,5501-6000 Users** | $15,795.00 | | **201-300 Users** | $1,515.00 | **6,001-6500 Users** | $16,345.00 | | **301-400 Users** | $1,905.00 | **6,501-7000 Users** | $16,895.00 | | **401-500 Users** | $2,295.00 | **7,001-7500 Users** | $17,445.00 | | **501-600 Users** | $2,685.00 | **7,501-8000 Users** | $17,695.00 | | **601-800 Users** | $3,465.00 | **8,001-8500 Users** | $17,945.00 | | **801-1000 Users** | $4,245.00 | **8,501-9000 Users** | $18,195.00 | | **1,001-1200 Users** | $4,905.00 | **9,001-9500 Users** | $18,445.00 | | **1,201-1400 Users** | $5,565.00 | **9,501-10000 Users** | $18,695.00 | | **1,401-1600 Users** | $6,225.00 | **10,001-11000 Users** | $18,895.00 | | **1,601-1800 Users** | $6,885.00 | **11,001-12000 Users** | $19,095.00 | | **1,801-2000 Users** | $7,545.00 | **12,001-13000 Users** | $19,295.00 | | **2,001-2250 Users** | $8,370.00 | **13,001-14000 Users** | $19,495.00 | | **2,251-2500 Users** | $9,195.00 | **14,001-15000 Users** | $19,695.00 | | **2,501-2750 Users** | $9,745.00 | **15,001-16000 Users** | $19,895.00 | | **2,751-3000 Users** | $10,295.00 | **16,001-17000 Users** | $20,095.00 | | **3,001-3250 Users** | $10,845.00 | **17,001-18000 Users** | $20,295.00 | | **3,251-3500 Users** | $11,395.00 | **18,001-19000 Users** | $20,495.00 | | **3,501-3750 Users** | $11,945.00 | **19,001-20000 Users** | $20,695.00 | | **3,751-4000 Users** | $12,495.00 | **Unlimited** | **Contact support@teamlead.one** | ### **Bundle \& Enterprise Discounts** Thinking of using more than one [++Teamlead app++](https://marketplace.atlassian.com/vendors/22223/teamlead)? We offer special conditions for teams looking to expand their toolkit. * **Multi-app Bundle:** Get a discount when purchasing 2 or more apps (e.g., Calendar + [++Reminder++](https://marketplace.atlassian.com/apps/1217030/reminder-for-jira-issue-follow-up-notifications?hosting=cloud&tab=overview) + [++CRM++](https://marketplace.atlassian.com/apps/1211588/crm-for-jira-customers-sales?hosting=cloud&tab=overview)). * **Educational \& Non-profit:** We support those who make a difference --- contact us for a dedicated discount. * **Questions about licensing or need a formal quote?** Reach out to our team: **support@teamlead.one** ### **Looking for more?** We are constantly improving our apps based on user feedback. Here is how you can stay involved: * [++**Explore our Public Roadmap**++](https://docs.teamlead.one/calendar-for-jiracloud/Working-version/roadmap) --- See what features we are currently building and what's coming next for Calendar for Jira. * [++**Submit a Feature Request**++](https://teamlead.atlassian.net/servicedesk/customer/portal/3) --- Have a specific need? Tell us, and we'll see if we can add it to our development plan. * **Subscribe to Product Updates** --- Want to stay informed? [++**Leave your request here**++](https://teamlead.one/subscription) to receive news about new releases and feature updates for your favorite apps. * [++**Visit Documentation**++](https://docs.teamlead.one/calendar-for-jiracloud/Working-version/) --- Detailed guides on setup, security, and advanced features. --- version: "2.0.6-AC" language: "en" --- # Privacy \& Data Protection This app is designed with privacy and security in mind. We do not store or process personal user data or issue data outside of Jira. The only information handled by the app consists of calendar-specific details (such as calendar names, configuration fields, and related metadata). All calendar data remains within Jira and is subject to Atlassian's security and compliance framework. The app does not transmit or retain sensitive information beyond what is required for calendar functionality. Although our company is registered in Kazakhstan, all application services are hosted in Europe (Germany and Finland) on Hetzner Online infrastructure. Hetzner operates certified, secure data centers that comply with European standards for data protection. We are committed to following GDPR principles in the way we design and operate our applications. If your organization requires a GDPR representative in the EU under Article 27 GDPR, we can provide contact details upon request. ## App Uninstallation and Data Retention To ensure the security and privacy of your information, our app follows a strict data-cleansing policy following uninstallation. ### Automated Data Deletion If you decide to uninstall the Calendar for Jira app by Teamlead, a 30-day *grace period* begins. This is an intentional delay to protect you from accidental data loss. Warning: The countdown begins the moment the app is **fully uninstalled** (not just disabled or marked as inactive). #### Permanent Removal Once the 30-day period expires, an automated process performs a complete cleanup. This involves the total deletion of: * All User Calendars: Every calendar created within the app will be removed. * Calendar Settings: All custom configurations, including your unique color schemes, quick filters, and layouts. * External Connections: Any existing links or sync settings to external calendars. * Custom Events: All non-Jira events that were manually placed on your calendars. Warning: This process is irreversible. Once the 30-day window has passed and the information is deleted, it cannot be recovered. --- version: "2.0.6-AC" language: "en" --- # Project Management ![PrM-MAIN.png](https://docs.teamlead.one/__attachments/a_f7d21b54cb34ebf955d144a738141b6ea9749bf8b25dbce7bbc6aeda0c03b567/PrM-MAIN.png?cb=19f51d1ccd330afd990b7ee675fe093d) Project Management Calendar **Use case description:** The Project Calendar is used to track project tasks, including key deadlines, stakeholder meetings, and release dates. It gives project managers and leadership a comprehensive view of cross-team activities and timelines, which helps with better planning and clearer communication around project progress. **Primary Actor:** Project Manager or Program Manager. **Calendar Shared With:** Cross-functional teams, stakeholders, execs. This guide provides a walkthrough for setting up a Project Management Calendar using the Calendar for Jira app. Its core function is to help you track project tasks and key deadlines. While the project setup steps aren't mandatory, a quick review can help make the overall experience smoother. Setup (optional) 1. Create relevant work types: For this use case we opted to utilize two distinct work types: Task and Review. Tasks represent the discrete, actionable units of work required to produce the project's deliverables. They are the core activities that team members are assigned to complete. Reviews represent the critical quality control and feedback cycles necessary to ensure the work (Tasks) meets the required standards, scope, and objectives before being deemed complete or moved to the next phase. ![PrM-1.png](https://docs.teamlead.one/__attachments/a_01bd0f29e6781f2c09d77fda1e801919f21a7f2d8e4abff236164478840f91f2/PrM-1.png?cb=e1d1f20832e17428e3a07f7261704391) Project Management - Work types Alternatively, you could integrate the review step directly into the *Task* workflow. Add an *In Review* status (status category *In Progress*) and use automation rules to reassign the task to the designated reviewer when it reaches that stage. 2. Set up workflows for issue types: Both work types will follow a typical workflow for project tasks: Planned (status category *To Do* )β†’ In Progress (status category *In progress* ) β†’ Completed (status category *Done*). You can use a custom workflow or an existing one that follows this general progression. ![PrM-2.png](https://docs.teamlead.one/__attachments/a_1ba21a7c8e59810cb34757ade04caa250ea4bae0daf3df3867063a16f74a4cea/PrM-2.png?cb=b9047ac482cfad6a2aac350f3f4cb2d0) 3. Add Custom Fields (Optional) To optimize your project calendar and improve its sorting and filtering capabilities, it's a good idea to use custom fields. A Project Manager relies on *Team*assignments to effectively manage workload across all groups. This visibility is key to accurately assessing team capacity and ensuring balanced effort toward achieving a single project goal. You can either utilize the built-in Team configuration provided by Jira, or create your own field: ![PrM-3.png](https://docs.teamlead.one/__attachments/a_ac55c6ad078b953288bc8c7ef44dde24947ad3f1923568eb378249cb8d8df813/PrM-3.png?cb=67a24a179ef99672bf90550405e08684) Project Management - Team custom field Now that the preliminary setup is complete, let's build our project calendar! ## Calendar creation Open the Calendar for Jira app from the Jira Apps menu. In the sidebar, find the Calendars menu and click the *+* create button. ![PC-1.gif](https://docs.teamlead.one/__attachments/a_5231721f39849ed54a22abb215a4ae41b6da2f8139b87a5dc507a827e240b6c2/PC-1.gif?cb=46e62aa0ba02bb0bd29a8990bed33c6c) Project Management - Calendar creation Provide a calendar with a concise name. Then, specify what the calendar is based on. Our goal is to track the tasks and reviews related to projects of our interest. Besides that, seeing our team members' availability would be also beneficial for accurate task assignment. Since our query is rather complex, a good choice would be setting up the calendar based on JQL: (project = HR AND type IN(Vacation, "Business Trip")) OR (project = CALCL AND type IN(Task, Review)) This ensures the calendar displays only active project tasks and planned absences, keeping the view uncluttered by excluding completed items. ![PrM-4.png](https://docs.teamlead.one/__attachments/a_52c860aea7ce4982b87d60bfb92f6849e65b4661ac7ede4a37ff8077055c547d/PrM-4.png?cb=1b948c6728eb3fec5aaa4045028f3453) Project Management - Main settings Select *Date field(s)* option for your Date type fields, and choose which fields will act as *Start Date Field* and *End Date Field*. Then, choose how the work items in which the End Date Field is empty will behave: ![PrM-5.png](https://docs.teamlead.one/__attachments/a_8b2ede80768196a78ad52ddcf522ac5bc51f837e9f595971417b2c822a54721e/PrM-5.png?cb=33864a0fc55a845a51b14198fc3be6c2) Project Management - Main settings For the *Layout* settings, set the default view to *Timeline Month* View. This view is perfect for visualizing project tasks and resource allocation. Hide the weekends and set your *Grid time range* within the regular working hours. Because the *Timeline view* prioritizes resource management, the issue cards are kept concise, showing only the default fields (issue type, key, summary, and assignee avatar). If you need more data visible on the calendar, configure the *Issue preview fields*to include any additional information. ![PrM-6.png](https://docs.teamlead.one/__attachments/a_649b5bb8455014515811215ddd07cad0fc89574f0955fbb834ba528b769303e0/PrM-6.png?cb=a96f921f4cd201340338955d33037978) Project Management - Layout settings After confirming your settings, click *Create*. Have a look at your freshly made calendar: ![PrM-7.png](https://docs.teamlead.one/__attachments/a_ee720c92f56fb25303b60fc3b52045f2b0f0bdf37f95fec8617d329da7eab06c/PrM-7.png?cb=4460c61f4c68d5ef50f6f768212ae3b7) Project Management calendar - First look Now it's time to explore our Calendar for Jira app's functionality to enhance your planning productivity! ## Card Colors for Project Management calendar Adding color coding is a great way to make your calendar more readable and to quickly identify tasks by team or priority. To showcase the calendar's capabilities, let's assign the colors to the teams. First, open the calendar's settings at the bottom of the sidebar and select the *Card colors* tab: ![PrM-8.png](https://docs.teamlead.one/__attachments/a_711b5fbaef42f1b07b3553750583e921e6149c7b9478908177006c3ba75644cc/PrM-8.png?cb=b12678a70a71ea68b55e32b5df8c28a7) Project Management - Card color settings Use JQL statements to apply color hues based on work properties. When using custom fields, simply begin typing the field name, select the full name hint to insert the field in JQL format, and then select the desired value from the subsequent options hint after the equals sign. Click the *+* button to add each rule to your list. ![PrM-9.gif](https://docs.teamlead.one/__attachments/a_dc436fbbd2c13891879fa22a5c83e4549280aece93049c015b55443488c51d28/PrM-9.gif?cb=2565345ed692be2274a1121e20578ced) Project Management - Adding color rules to the calendar Don't forget to provide the absence-related work items with their own hues. πŸ™‚ ![PrM-10.png](https://docs.teamlead.one/__attachments/a_fef43969d442c5749e42c04ed43918d9f491b71031f9e7f6ec4360531a86ae78/PrM-10.png?cb=ad2e43650a56ffe806f6f109ac009653) Project Management - Color rules added Once you've added the rules you wished to, click *Save tab settings* to apply the changes. Your calendar will then change its appearance: ![PrM-9.png](https://docs.teamlead.one/__attachments/a_d9d7b7f40bd5d6b6bc5d90a7ec717d9f044b152c72427da175ef285e4f0b790a/PrM-9.png?cb=5b6b361849327fa689d9281d1cecc643) Project Management - Color rules applied You can check the color meanings using the *Legend*button in the bottom of the calendar's sidebar: ![PrM-11.png](https://docs.teamlead.one/__attachments/a_981143a5f4194e6a845da280dc77df792f20e955f8ff650618f586b39865fe75/PrM-11.png?cb=20955068a4021223c6e60f574a8e08ea) Project Management - Legend By adding color rules based on the Team field, you can immediately identify which team's work an individual employee is executing, regardless of their primary team assignment. This instantly clarifies cross-team dependencies and workload distribution. ## Quick Filters for Project Management calendar Quick Filters are vital for effective project management. They leverage JQL queries to instantly isolate the work items a PM needs to focus on in the moment, allowing for dynamic triage without creating a separate calendar view. To setup own quick filters, navigate to the calendar's settings, then go to the *Quick filters* tab: ![PrM-12.png](https://docs.teamlead.one/__attachments/a_b50520e3f97b8e21ac39d77ca57ed98743b6059b29365ef952ec2585a82e8ae5/PrM-12.png?cb=9227b61f2bedafee5e6f34109974e352) Project Management - Quick filter settings We will implement quick filters that segment the calendar by projects. Note: While this use case leverages a custom field for project identification, remember that in standard practice, filters should target the native Jira Project attribute for more efficient isolation of work items. ![PrM-13.png](https://docs.teamlead.one/__attachments/a_2573a78b9bdf0352726fab7ec6f76a0a4af587110e64df2a0e9f2d181b2d3739/PrM-13.png?cb=8c891c3492156d5be6afb0d15a315dc4) Project Management - Quick filters added Click *Save tab settings* to finalize your filters. Here's what they will look like above the calendar grid: ![PrM-14.png](https://docs.teamlead.one/__attachments/a_be85cca0fca76c78117c6d8964da3da837c62bb5dba107835030d193d4f9b9eb/PrM-14.png?cb=dd2952325b3dbbe3b8af9a2210ceae25) Project Management - Quick filters added Click on one of the filters to activate it. The quick filter button will then darken, indicating it is switched on. To deactivate it, click on the filter again, and the calendar will go back to its default view. Alternatively, you can click *Clear all* button to the right side of the quick filter row, and all filters will be deactivated. ![PrM-15.gif](https://docs.teamlead.one/__attachments/a_0fb629dfb66edd66331f698630c30dd42fc8cb97699c1969ad41d82751074ef4/PrM-15.gif?cb=96d034a420be23e00fa0fd9597fb4143) Project Management - Quick filters in use ## Connecting External calendars to Project Management calendar For a more complete view of your project's schedule, you can integrate external calendars like executive calendars and strategic planning timelines. First, get the iCal link (.ics URL) for the external calendar. Detailed instructions on how to obtain the link can be found [here](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/external-calendars-or-ics-subscriptions.md). ![MC-11.png](https://docs.teamlead.one/__attachments/a_bba663feadc05d0b3613e8636fa80351022c98204daacaec6e44355ed6275ab5/MC-11.png?cb=f6c2fc74677ab6b6600f8bedaf2e0aa2) Project Management - Outlook link ![MC-12.png](https://docs.teamlead.one/__attachments/a_d9267bed3da577fe980399c21cc558e6fa4600d404c0492f4a01904f31db1d17/MC-12.png?cb=80550bbd0260e971f8b16adfa68fb84e) Project Management - Google Calendar link In your Calendar for Jira app, go to the calendar settings and choose the *External calendars* tab: ![PrM-15.png](https://docs.teamlead.one/__attachments/a_79f05c59e0292226b4d235f511e4772b5fed5b7b005308c178f653af7c7c9a4c/PrM-15.png?cb=9672a1c57bee1d25b6ff61df1e1e88c4) Select a color for the external calendar, give it a name, and paste the iCal link into the ICS link field. Click the add + button: ![PrM-16.png](https://docs.teamlead.one/__attachments/a_7df2d4a6f0e847d0aadb99d33aea369cac11e096e4c19168ad3fde2c791b043f/PrM-16.png?cb=d2ca62e9c79299f81e26ef46986d880c) Project Management - External calendar added Click *Save tab settings*. After that, the events from the external subscription will appear in their own row. To see the details of the event, simply hover your mouse over the event's icon: ![PrM-17.png](https://docs.teamlead.one/__attachments/a_46030ec5d1bd8978d24c07fc8235debd7863a8ddc7582c003c5fe3db13cc1392/PrM-17.png?cb=e84ed454ebd61dd2c06cd00356129362) The external calendar will also be visible in the sidebar under External calendars: ![PrM-18.png](https://docs.teamlead.one/__attachments/a_1e5e7799b4b6b17d64758dbcab17f8e1a6493ce40b40060bbd36b1d0b6f246b8/PrM-18.png?cb=b2fd8c9b2cfe6d4de1a67ca9dba0d9ac) Project Management - External calendar in the calendars menu To hide the events originating from the external calendar, simply uncheck the box next to its name. The events will reappear once you check the box again. ## Creating Non-Jira Events The Custom or Non-Jira Events feature is great for scheduling important project activities that don't need a Jira issue. You can use them for project activities that consume time but don't require backlog management---such as internal prep sessions, buffer days, or meeting blocks. You can also use this tool to visually mark a significant drop in productivity caused by external factors. This keeps your Jira issue list clean while ensuring every minute of your team's schedule is accounted for and visible on the calendar. To get started, click on the desired date on the calendar: ![PrM-19.gif](https://docs.teamlead.one/__attachments/a_14869ee3382c7f5a0596981f3dea1fc65ed9f9313e7e642762f93c44fbe26add/PrM-19.gif?cb=5783d4d75cbca5e94322de2eaaff63bf) Project Management - Choosing a date In the pop-up menu, select New Event: ![NJE-1.png](https://docs.teamlead.one/__attachments/a_aef5a590f87fff01c248adeb7f0c938b1c8dc982a858fb4f0a71b00d19f42595/NJE-1.png?cb=2cf1d25d82f7643bf67b088e6900343b) Project Management - Pop-up menu Once you click it, a new window will appear, in which you will configure your future custom event details: ![PrM-20.png](https://docs.teamlead.one/__attachments/a_c527c9f5c49858d2877784e79839ab954477f820a8bdf5cd65206d5cab3f2cc5/PrM-20.png?cb=ef9881f2e669c0005ad44499fbab5163) Project Management - Adding a custom event Fill in the start and end date-times, choose a color, and give the event a name. Provide a link, if it is needed, and a concise description, then click *Save*. Your custom event will then appear on the calendar grid: ![PrM-21.png](https://docs.teamlead.one/__attachments/a_8b11f7586616a45962ee7360b2f26aeeaae3fe12f67a8eb3bd316bc08935d7dc/PrM-21.png?cb=7feda2384bdd64b7ac64ae7ae228e69b) Project Management - Custom events added Providing such detail to the project management calendar allows teams to adjust their work time proactively, helping them to mitigate delays caused by external factors and stay aligned on achieving common goals. ![PrM-22.png](https://docs.teamlead.one/__attachments/a_e10cbc087c442843075bbfbc165bedd1ba05e78e04e1b83f10c070e7a978f5eb/PrM-22.png?cb=8382f33d0ec829d373a3d7ddebc69be2) Project Management - Calendar adjusted ## Sharing your Project Management calendar After you've customized the calendar, you can share it with your cross-functional teams, stakeholders, and executives to improve future collaboration. To do so, on the calendar interface, find the *Share* button. It's located to the right of the *Today* link, between the *Search* and *Instant filters* buttons. Click it, and a share window will pop up. ![PrM-23.gif](https://docs.teamlead.one/__attachments/a_afbc443e3cc5e1fb56462216be6b7d1de2a189d4256e9a35d55d0af81470b284/PrM-23.gif?cb=e8a93964845b0131eada1bb1a3cf0b6f) Project Management - Sharing a calendar From this window, you can select the user groups with which you would like to share the calendar. Click *Add*, and then choose if the group members should have editing permission by checking the box next to their name. ![PrM-24.png](https://docs.teamlead.one/__attachments/a_84713b7739f419e00186ea7386f697ad390590fa918be325d75ffe377c6cbaa2/PrM-24.png?cb=094889af0bc6dad75769e57a72af237d) Project Management - Sharing a calendar with department leads Note: Editing rights grant users the ability to modify card color rules, quick filters, external calendars and integration. Only the calendar's creator has access to Main and Layout settings. Finally, click *Save* . The selected groups will be able to access the calendar from the *Shared with me* section of the *Calendars*menu: ![PrM-25.png](https://docs.teamlead.one/__attachments/a_cdad49fd5f85965f1f72aca25bd5d598eead1684260836ddc782006c55592223/PrM-25.png?cb=5dd8c1a31ee24a82de8313677e49f991) Project Management - Shared with me calendars *** ** * ** *** πŸ”” **Stay informed** Subscribe to get the latest updates and explore new product capabilities πŸ‘‰ [**Subscribe for updates**](https://teamlead.one/subscription?utm_source=docs&utm_medium=footer&utm_campaign=calendar) --- version: "2.0.6-AC" language: "en" --- # Quick UI Guide This Quick UI Guide provides an overview of the Calendar for Jira app, highlighting its three main components: the Header, Sidebar, and Calendar Grid. ![UI-1.png](https://docs.teamlead.one/__attachments/a_94303a66c3adbbb07f4a0d40d0c23e8a053b31b80c0a7e44cac941f540acc09d/UI-1.png?cb=38851c4fa104150aa4ff43652852ad58) Quick UI Guide - Main Interface ## 1. Header The Header, located at the top of the interface, provides essential tools for navigating and managing your calendar view. ![UI-2.png](https://docs.teamlead.one/__attachments/a_41f25ed61133980451c2f2941c5c1894ed3d5aa75ba6da9215f8abd92e5da5fd/UI-2.png?cb=8813d86c3529edd9335a77d35894300d) Quick UI Guide - Header 1. Time scale: Adjust the scale of the calendar grid to focus on specific timeframes---choose between year, month, week or day scales. 2. Navigation row: Move forward and backward through dates and quickly jump to *Today* by clicking on it. The calendar's time zone is based on the creator's Jira profile settings. 3. Search: Open a search bar to find specific issues or events on the calendar. 4. Share: Share your calendar with desired user groups. 5. Instant filters: Apply predefined filters to narrow down the displayed issues. 6. Calendar view select: Switch between different calendar views---choose between classic calendar view, timeline view or the events list view. Note: Each view option offers their own zoom options as well. 7. Quick filters row: Create and apply custom filters based on Jira Query Language. ## 2. Sidebar The Sidebar, positioned on the right side of the interface, offers comprehensive management and configuration options for your calendars. ![UI-3.png](https://docs.teamlead.one/__attachments/a_d2c5120e7557bf31093c983c4d8d5d985b1336ba56055b376b2352cd82f1d2b9/UI-3.png?cb=408da67e9fa9f90a57cd523ea52d3a11) Quick UI Guide - Sidebar - Planning ![UI-4.png](https://docs.teamlead.one/__attachments/a_3a7b456d9607caa5e965dd7cc36ad100d4f5721b7a2c71c57cb1eb70cda35d6f/UI-4.png?cb=7264588e7ed982f1d2df5ca935961043) Quick UI Guide - Sidebar - Unplanned issues menu 1. Planning menu: Create Non-Jira Events, New work items or place already existing issues onto the calendar. 2. Calendars menu: Here you can create new calendars, manage which calendars are visible in your sidebar in the Manage Calendar Window, switch between your Internal Calendars and combine External Calendar views as you wish. Tip: Click on *Internal Calendars* or *External Calendars*to hide the lists, if needed. 3. Hide sidebar: Remove the distractions once the settings of the calendar are to your liking. 4. Current calendar settings: Customize the active calendar's appearance and properties. 5. Help: Open the help documentation for the Calendar for Jira app. 6. Legend: Display a legend explaining the different colors schemes and the JQL used in creating the calendar. 7. Release notes: View the latest updates, new features, and bug fixes introduced in recent versions of the Calendar App. 8. Unplanned issues manager: Drag the unplanned issues onto the calendar grid to assign the dates. Tip: You can also drag the issues from the calendar grid into the Unplanned issues to clear the date fields of the issue. 9. Unplanned issues filter: Search for the issues you'd like to plan by an Assignee or words included in Summary. 10. Unplanned issues list: Press on the issue you'd like to plan and drag it onto the required dates in the calendar. ## 3. Calendar Grid The Calendar grid is the central display area where Jira issues with relevant date fields filled out are visualized. Issues appear on the grid according to their specified dates, providing a clear chronological overview of your team's work. 1. You can access the Planning menu of the Sidebar directly from the calendar grid by clicking on any date slot of the grid. The menu will appear right next to where you clicked as a pop-up. From there, just like in the Sidebar, you can choose to create a New issue, place an already Existing issue, and create a New event---your Non-Jira event---in your calendar. ![UI-15.gif](https://docs.teamlead.one/__attachments/a_2bc1111e2e8e79f53984c4f7cd074802da7f170d32ddab382bbf542fb88aec41/UI-15.gif?cb=af5279e99f6493f7029221ed9fc498b8) 2. You can move the issue across the grid and by that update its date fields. Simply click on the issue card and drag it into a desired slot by dragging it. ![UI-16.gif](https://docs.teamlead.one/__attachments/a_4654d769d679c200b531b18b30bfb106f2a3a512972dde9b10f076a311ed3f24/UI-16.gif?cb=f4e11ec581e61d9c9cda05a9aa8d2b39) Quick UI Guide - Moving the issues 3. You can also dynamically adjust the duration of an issue directly on the calendar grid without opening the issue screen. Simply hover over the edge of an issue card until the resize cursor appears. Then, click and drag the edge of the card across the grid to either stretch or compress it, and the corresponding date or date-time fields of the issue will be updated automatically. Note: Your ability to stretch or compress a work item's duration on the calendar grid depends on the date fields type selected during the initial calendar setup. ![UI-17.gif](https://docs.teamlead.one/__attachments/a_81f657d7ad22892c7b819976469750b4005a3c60f615b0c98363cb6d19dbd9c0/UI-17.gif?cb=ea034cb945e2f2ce21d9ec7afb0af028) Quick UI Guide - Modifying the issues Note: Your calendar inherits the Jira permission settings of the projects it displays the issues from. This means that your ability to interact with issues---both in the sidebar and directly from the calendar grid---is defined by your Jira project permissions. To ensure you have full access to all our planning features, including adding or updating issues on the calendar, make certain you have the Edit Issues and Schedule Issue permissions to edit the date fields, date-time fields or the due dates of the issues you wish to modify. *** ** * ** *** πŸ”” **Stay informed** Subscribe to get the latest updates and explore new product capabilities πŸ‘‰ [**Subscribe for updates**](https://teamlead.one/subscription?utm_source=docs&utm_medium=footer&utm_campaign=calendar) --- version: "2.0.6-AC" language: "en" --- # Release Notes *** ** * ** *** πŸ”” **Stay informed** Subscribe to get the latest updates and explore new product capabilities πŸ‘‰ [**Subscribe for updates**](https://teamlead.one/subscription?utm_source=docs&utm_medium=footer&utm_campaign=calendar) ## 2026-03-28 * [++**Calendar gadget**++](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/calendar-gadget-for-dashboards.md)**:** Now supports displaying any calendar view with no limit on the number of gadgets on your dashboards. * [++**Compact\\Expanded mode**++](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/compact-vs-expanded-mode.md)++**:**++ Added a toggle in calendar settings to easily show or hide extra events. * **Migration path:** Cloud-side configuration is ready (awaiting Data Center support). ### 2025-12-15 **Fixed Bugs:** * Fixed broken ICS subscription links (404 error). * Fixed calendarsharing URL not opening correctly for external users ### 2025-11-27 πŸŽ‰ Major update! Enjoy a refreshed look, improved performance, and an overall better experience. ### 2024-07-30 * Security improvements ### 2024-01-11 **New feature:** * Added external calendars support via [++ics-subscription++](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/external-calendars-or-ics-subscriptions.md). ### 2023-05-16 * User permissions check improvements related to calendar loading. ### 2022-10-19 * Security improvements. * Minor improvement: icon update. ### 2022-07-18 * Layout settings: Issue card's and preview's displaying is fixed. * Card colors: JQL tips no longer interfere with the color palette display. ### 2022-05-27 * [++Sharing calendars++](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/sharing-your-calendar.md) functionality improvements ("Owner" type of role is added). * Layout: Issue card and Issue preview lists do not include anymore fields that are not available for displaying. * Calendars' list: deletion, duplication and wrong name appearing for available calendars in users' list are fixed. ### 2022-05-16 * Layout: Issue card and Issue preview lists do not include anymore fields that are not available for displaying. * Calendars' list: deletion, duplication and wrong name appearing for available calendars in user's list are fixed. ### 2022-03-15 * Events, reminders and Google events are being hidden when quick filter is applied. * Ability to set up 30 min lasting issue on Timeline Week is added. Minor visual improvements. * "Add" button on Card Colors and Quick Filters sections is highlighted. * Minor visual improvements. ### 2021-12-09 New preview design and its default settings. ⭐ The following information is always displayed per issue, regardless of the issue preview settings: * Issue type * Key * Summary * The fields the calendar is based on ⭐ Available actions are grouped into the handy menu. ![image-20230418-141025.png](https://docs.teamlead.one/__attachments/a_3df9beaceb252fb9f8153ec8a1ed10e8482ac0b589be73e85c10e79beb012dd8/image-20230418-141025.png?cb=b2f5646f8ed571988d2e659f2a71d130) ### 2021-11-22 ++Embedded dates++ are available to base a calendar on. Those dates are preset in any project type in the special calendar section: ![image-20230418-141036.png](https://docs.teamlead.one/__attachments/a_35f1960a9243a55277fb07e14eaf5752c140dfbe84e6a3c5ecdec4d0964e9a88/image-20230418-141036.png?cb=5110a328a1fcd07b28776d63a70d5199) ### 2021-10-14 * The underlying library was updated to the latest version. * The resolved issues are now hidden from the ++Unplanned Issues++ menu by default. * The *Edit Issues* project permission will be respected during planning. * The Due Date system field is now available to base a calendar on. The *Schedule Issue* project permissions will be respected during planning. ### 2021-08-30 **Fixed Bugs:** * The 1:00 PM option is unavailable in the Show Time setting. * An error when trying to create a calendar while there are no saved filters in Jira. * Issues put on the last day of the month are stretched for 30 days. * Broken issue links in the List Week view. * Unable to clear the filter by the assignee for unplanned issues. * A JQL-query error in card color scheme entry leads to disabling card coloring. * Infinite Calendar page loading in case of lack of the Reminder app permissions. * Ability to select the same field as Start and Finish that leads to planning mistakes. * Sent reminders displaying on the calendar. * The End Date Field value cannot be cleared. * Issue planned for the first calendar cell is not displayed. * The app creates custom fields. * Timeline Month displaying problem with enabled google calendar integration. * Dragging issues within the all-day area puts them to the hourly grid. ### 2021-08-09 Color schemes were improved and the relevant settings were simplified: * text color for all entities is set by default and not required to be selected manually * card colors were updated: ![image-20230418-141421.png](https://docs.teamlead.one/__attachments/a_cabdcb2a47c6afb6a67e9ab913ddcf4964291962ae9004d50ec3680b0729ee3d/image-20230418-141421.png?cb=dd1d57efbfba9dab75db0da6905fccbe) * unplanned issues have the default color * the current day indicator was changed take a peek * Reminders and Google events minor visual improvements * The bug with color settings applied from the last to the first was fixed * The color settings now allow prioritization take a peek ### 2021-07-19 * Single-date calendars are now available * For calendars based on dates, the finish date now displayed as included (i. e. the issues with dates May 3th to May 4th will be displayed as a two-day event in a calendar) * The app now doesn't create custom fields * Minor improvements ### 2021-05-21 * Improved connection security * HSTS included * TLS version 1.2 is now used * Fixed XSS vulnerability ### 2021-04-01 Bug with issue start/end dates incorrectly changing after issue expansion was fixed. ### 2021-03-30 * Month view: bug with issues moving to incorrect dates after page refresh was fixed. * Bug with endless page loading after the only one calendar has been deleted was fixed. * Assignee filter clear in "Unplanned issues" section was fixed. * Bug with Calendar view is updated to default one after choosing quick filter was fixed. * Assignee column in timeline views now contains only assignees who have issues in chosen period. * List of assignees in assignee filter now displays only those users who have issues in chosen calendar period. * List of all available options of fields added in JQL based settings was added. * User access token expiration while Calendar using was fixed. * Bug with assignees duplicating in timeline views was fixed. * Bug with "Description" field display in "Issue card" and "Issue preview" was fixed. * Name of shared calendar is now changing for all users who have access to the calendar if one was renamed. ### 2020-04-29 * ++Reminders.++ Integration with the app ++Reminder for Jira - Follow Up Issues.++ * Availability to add additional ++custom fields on events cards.++ * Bug fixes. ### 2020-02-20 * Recurring ++non-Jira events.++ Now you can schedule non-Jira events on a regular base. * Pre-configured filters with resources (assignees) for calendar events. * You can display more custom fields on events cards. ### 2019-11-05 * Permission scheme for calendars. Since implementation creator and admin would have permissions to customize calendars. Also, the creator could share permissions. * Gadget for a dashboard. * Ability to configure issues card. * Custom Start and Finish dates for the calendar events. * Onboarding for new users. ### 2019-08-20 You can drag-and-drop all unscheduled tasks on the calendar area and schedule them. ![UNPLANNED+ISSUES.gif](https://docs.teamlead.one/__attachments/a_4a3d82395670f306ea65831613ee300148d0eef29f01b743c36ad770b95599a1/UNPLANNED+ISSUES.gif?cb=c320bf9132e5c41317ad9a7564da0c9b) ### 2019-07-29 **Highlights** **New UI and UX.** 1. Pre-configured hidden days. Now you can hide weekends just by one click. 2. All view-models are available. 3. Add calendar button moved to a calendar drop-down section on the left-hand side. 4. Non-Jira events are available by default. ![image-20230418-145631.png](https://docs.teamlead.one/__attachments/a_7cc3e8d5f22f9319b5251078c3916c0dc49b19f0e626ea6d7c8f7a31536a3449/image-20230418-145631.png?cb=fb38719f51a79a4df79a647d794110a4) **Resource planning in the timeline view.** ![image-20230418-145652.png](https://docs.teamlead.one/__attachments/a_ac29be78985f8c0e360c9a61f038e3c3c262f2c5902f2e0e9dddf0140bb8f596/image-20230418-145652.png?cb=49b8789fdeb617020218912e46296a17) **Deprecated** 1. Group filter. 2. Manual settings for setting up hidden days. ### 2019-03-07 1. ++Assessment Calendar for Jira Cloud.++Please help us to improve our App - Calendar for Jira Cloud. We started our way of improvements and highly desirable to collect your feedback to help us to make our app better for you. 2. Google Calendar integration. Now you can track all your activities in one place. We delivered Google Calendar integration. ![2019-03-05_16-13-12+(1).gif](https://docs.teamlead.one/__attachments/a_d3065d585cfbe15621ffc20ec47e2bdb86f71921b2d4983c8c795d29cb24af68/2019-03-05_16-13-12+(1).gif?cb=26cb31451859af39c29c4a9e17cd9b7d) ### 2019-02-14 New way to customize cards colors. ![2019-02-13_18-51-57+(1).gif](https://docs.teamlead.one/__attachments/a_0a55d0fe773bcc5920b0d567ae4374352fe6e42670c9d00293392745819b1572/2019-02-13_18-51-57+(1).gif?cb=356a830489ed24ccdf29f934f4c071d1) ### 2019-01-31 **Highlights** **Non-Jira events** You can add non-Jira events to your plan, this feature allows you to be on track with all of your plans in one place. ![image-20230418-151530.png](https://docs.teamlead.one/__attachments/a_aad79f9b4bbcab83da886a2c4eb9f2e0dea2a6971cd567505de41e617b196ee3/image-20230418-151530.png?cb=e1c451e536e4bc5f5617608559fe956d) **List view** Now you can see you plan in a new way ![image-20230418-151552.png](https://docs.teamlead.one/__attachments/a_267a59475db6cf5fc20236913c8bad31f4fbc7e9b2b006e478eea8d4cb732044/image-20230418-151552.png?cb=eb49df6e9c864452fd40b756e5fff8e3) To set-up just add new view in the layout settings Calendar - βš™οΈ Edit - Layout ![image-20230418-151618.png](https://docs.teamlead.one/__attachments/a_2aa197618411ef7c8f22555106fbb08d61f8d6395f8d63a22e4f935640fcfa30/image-20230418-151618.png?cb=36af03a24e02e61058060eb4afe60527) --- version: "2.0.6-AC" language: "en" --- # Reminders in your calendar Creating an association between our [Reminder for Jira](https://marketplace.atlassian.com/apps/1217030/reminder-for-jira-issue-follow-up-notifications) and Calendar for Jira apps is an excellent way to ensure you meet all your deadlines. The apps support seamless integration, allowing you to display reminders directly on your calendar grid for a unified view of your schedule. ## How to create a reminder To create a reminder from any Jira page, press the R key. This is a default hotkey for the reminder creation which allows you to act in the moment without having to switch between the apps. Alternatively, if you wish to create a reminder from the app's main page, simply head over to our Reminder for Jira app. Find *+ Add reminder* button to the right side of your screen and click it. ![R-1.png](https://docs.teamlead.one/__attachments/a_92336d4cca46d9a86e22458f44eca69e98bf38bd914eb15c35ef0e07cb66968f/R-1.png?cb=be9d7d7ee585f7d8f0f1d572cc14db0b) Reminders in your calendar - Create a reminder Upon clicking the hotkey or the create button, a reminder creation window will appear: ![R-5.png](https://docs.teamlead.one/__attachments/a_138439bbeb80928386b7af57bf7e1831aab6e6b6b6035a6568bdb89f4fae3b74/R-5.png?cb=87801489df434e666c742a328967e504) Reminders in your calendar - Reminder creation window In the window that appears, first select the issue for which you'd like to set a reminder. Then, provide the rest of the necessary information, including recipients, day and time when the reminder should occur, and whether you want the reminder to repeat. Any additional information could be added in the comment box as a short message (255 symbols max). ![R-2.png](https://docs.teamlead.one/__attachments/a_5e8705cc3b9c4ccc030b813fc2cb244302145f1421a3c78892ca3db8a0077ba1/R-2.png?cb=aab485cc3fa11d3114af15c6a15a216a) Reminders in your calendar - Filled out reminder creation window When you select the *Send as a commen*t option, the Reminder app will automatically add a comment to the Jira issue on the set date, tagging the recipients. This also means that everyone receives an additional notification by email, ensuring that the reminder won't be missed. Note: The comment left by the Reminder app will be visible to everyone who has the permissions to view the issue. Upon checking the *Send as a comment* option, the *Visible only to attendees* option will grey out and become unavailable. Confirm your choices and click *Create*. Your reminder should then appear in your reminder list. ![R-4.png](https://docs.teamlead.one/__attachments/a_9f930f71bf18847dc3989039e9225f5657b7532f49a855563a5702f7bb03a31e/R-4.png?cb=722e64c264595a6dad34870d49809b49) Reminders in your calendar - A new reminder successfully added It will also be displayed within the work item itself in the context section: ![R-6.png](https://docs.teamlead.one/__attachments/a_d65b12d215bcce1e5a45b75a81ad19264c15158a5cd4ceece21b5182202b9d5e/R-6.png?cb=5a6dd7a00f9e8a436469ac9b34c4ee6a) Reminders in your calendar - Reminder within the work item For the complete manual for our Reminder for Jira app, please refer to our documentation [here](https://docs.teamlead.one/reminder-for-jira-cloud/Working-version/). ### How to display your reminders in your calendar Now, to display those reminders on your calendar, head back to our Calendar for Jira app and to the calendar settings. In the settings, locate the *Integration tab*. ![R-3.png](https://docs.teamlead.one/__attachments/a_255136d1444472d1a4acabbf5906c17c8a5ae6517d11e7e306cc1a80738af896/R-3.png?cb=f3d5697fd5148b7f77370544d652d7ee) Reminders in your calendar - Integration settings Switch the *Show the current user's reminders* toggle to on, turning it green. After that, click the *Save tab settings*. Your reminders will then appear on the calendar grid alongside your issues: ![R-7.png](https://docs.teamlead.one/__attachments/a_d7c7973df0dada0ef7c51bfff636e8f6693eb59b413b40a9a9316f6c0db4bbea/R-7.png?cb=7d37a85b8e43108291e4d994454bd488) Reminders in your calendar - Reminder displayed on the calendar grid *** ** * ** *** πŸ”” **Stay informed** Subscribe to get the latest updates and explore new product capabilities πŸ‘‰ [**Subscribe for updates**](https://teamlead.one/subscription?utm_source=docs&utm_medium=footer&utm_campaign=calendar) --- version: "2.0.6-AC" language: "en" --- # Roadmap * Calendar 2.0 - new design! Delivered * Migration from DC with Migration Assistant in development * Moving app from Connect to Forge PLANNED * Detailed Permissions To do * Master Calendars To do * Non-Jira Events upgrade To do *** ** * ** *** πŸ”” **Stay informed** Subscribe to get the latest updates and explore new product capabilities πŸ‘‰ [**Subscribe for updates**](https://teamlead.one/subscription?utm_source=docs&utm_medium=footer&utm_campaign=calendar) --- version: "2.0.6-AC" language: "en" --- # Sales Activity Calendar ![SC-MAIN.png](https://docs.teamlead.one/__attachments/a_cc1bfbba53aac4dcb4523a8fe8aa0f907151fc333fa6d1dac3d0d200aadaf963/SC-MAIN.png?cb=3709166a5c4c65cd844f0e0f4cee12c5) Sales Activity calendar **Use case description:** This calendar is designed to help sales teams manage and visualize their upcoming activities, such as client calls, product demos, and follow-ups. It provides a weekly overview for planning and coordination, and it enables managers to monitor team bandwidth. **Primary Actor:** Account Executive or Sales Ops. **Calendar Shared With:** Sales team, leadership. This guide outlines the steps to set up a Sales Activity calendar within the Calendar for Jira app. Its purpose is to assist sales teams in managing their activities and ensuring all essential tasks are tracked. Make sure to check out the setup steps down below to make the explanation given in the manual more clear; following them isn't required. Setup (optional) 1. Create relevant work types: You can create specific issue types to better track your sales activities, such as *Client Call* , *Follow-up* , *Demo* and *Contract Review*: ![SC-1.png](https://docs.teamlead.one/__attachments/a_a01469e02075dcfe873b5085c08136ccb44ad5e2eb30d1c1f4e9ee1fe3464c27/SC-1.png?cb=202052a11b735485334da0e409224334) Sales Activity calendar - Work types 2. Set up workflows for issue types: A simple, effective workflow for sales activities might go as Open β†’ Planned β†’ Completed. Generally speaking, default Jira workflows should be more than sufficient to configure these work types, however, a more complex approach is also possible if it is required by your workplace. ![SC-2.png](https://docs.teamlead.one/__attachments/a_f95a6e5142699cf92b7f85213f76e1c0756315a26ee42f2a7b0f97040afcfcc0/SC-2.png?cb=b10a1ed43a43985d188f23ceb0f57c65) Sales Activity calendar - Workflow 3. Add Custom Fields (Optional) In a sales calendar, you're not just tracking generic tasks; you're tracking a complex sales process. Custom fields allow you to tag each work item with specific, sales-oriented data like account size, the deal stage, the client or the region they're from to make sure your sales activity efforts are directed exactly where you want. ![SC-3.png](https://docs.teamlead.one/__attachments/a_81dd7e440f8cd458c458e173153d3626cb14e384dc4a0014656250d55e412c4e/SC-3.png?cb=1553a5317a67a328fda8a8f0710eabc4) Sales Activity calendar - Custom fields For this demo, we've also created a custom*Sales Rep* field instead of using the default *Assignee* field. While a real-world setting would likely map the sales representative to the *Assignee*, creating a separate custom field gave us greater flexibility within the calendar use case. With our project now fully configured, we are ready to dive into the demo! ## Creating the Calendar Now that the preliminary setup is complete, let's build our sales calendar. Open the Calendar for Jira app from the Jira Apps menu. In the sidebar on the right side of the screen, find the *Calendars* menu and click the *+*create button. ![SC-4.gif](https://docs.teamlead.one/__attachments/a_4650e7c80316dd4d8c5b8b468ae4e1f5096856b63af583d9601f4122eb6ac2f9/SC-4.gif?cb=46e62aa0ba02bb0bd29a8990bed33c6c) Sales Activity calendar - Creating a calendar In the calendar creation window, give your calendar a clear and descriptive name. If you plan to share the calendar with others---as is often the case in a sales environment---including key details in the name will make it much easier for colleagues to find and understand its purpose in the future. Select what the calendar is based on. For many organizations, treating the sales process for a specific product, service, or activity as its own project is a common practice. This approach allows your calendar to display and manage all the relevant issues and activities tied to that specific project, giving you a focused view of your sales pipeline. To specify both the project *and* the work types, the best option is to use JQL. ![SC-5.png](https://docs.teamlead.one/__attachments/a_082858c14b34e44bb67847ddba5ef2b200c95f9c1a7c519309d75a7ab74d64ed/SC-5.png?cb=5498cf6a4df0972029c39dab1c2b661b) Sales Activity calendar - Name \& Based on settings Your calendar's data can be based on a single sales project or multiple projects. While choosing a single project provides a focused view, selecting multiple projects allows you to pull from a wider range of data and then use our app's filtering features to narrow your view as needed. Since sales activities primarily consist of scheduled client calls and meetings, you'll need the flexibility to set precise times. In the *Date field type* settings, be sure to select the *date-time fields* option for both your Start and End date fields. To make scheduling quicker, choose the "as planned" option for Display issues with empty end dates. This allows you to schedule a meeting using only the Start date and time---the issue will still be visible on the calendar even if you don't yet know the exact end time. ![SC-6.png](https://docs.teamlead.one/__attachments/a_6f6a110cc74bdbd68da5e4d8cc7b7410121538b4f8446828732fa76e8b150dfd/SC-6.png?cb=fdeb94e752e4b8d59f004b526e787119) Sales Activity calendar - Date fields For the *Layout* settings, set the default view to *Week View*. This is perfect for sales teams who need a clear, actionable overview of their daily and weekly schedules. Since sales availability often requires accommodating different time zones, ensure you *enable Weekends* and set a broad *Grid time range* to visualize all potential client call hours. ![SC-7.png](https://docs.teamlead.one/__attachments/a_9e1dcca835b75b2e03032b433cc8606e4c07a0ed4fdccfcc4c8006d886555a92/SC-7.png?cb=a47b531f1e6033dc6a82ea85c2ff3b56) Sales Activity calendar - View, Weekend and Grid time range For *Issue card fields* , display the most essential data---Client, Deal stage and Region---directly on the scheduled event block. Use *Issue preview fields* area---what you see when you click on the card---to include relevant secondary information, such as *Description* , *Account Size* or *Priority*. It will give you quick access to the full sales context without opening the work item. Don't hesitate to display the same fields in both the card and the preview if that fits your workflow best. The goal is to set up the calendar in the way that provides you with the fastest access to the information you need most often. ![SC-8.png](https://docs.teamlead.one/__attachments/a_cf7ff22b6337b24f53a56bc238ee8852b0528ffdbb9b18d9f79b4558c227f93f/SC-8.png?cb=fb46b4289879d454930a511a38615411) Sales Activity calendar - Issue cards \& Issue preview fields After confirming your settings, click *Create*. Have a look at the initial appearance of your calendar: ![SC-9.png](https://docs.teamlead.one/__attachments/a_a937eaabac95f006666fd6aaa015ae1de8e0eff2b1271a0e95f18dd5f1412e77/SC-9.png?cb=66ff1bbd969244fc8ae1825a7b6e13ae) Sales Activity calendar - First look ## Card Colors Using color coding is a powerful way to enhance your calendar's readability and quickly interpret the data displayed on the grid. It allows you to integrate a smart visual hierarchy that reduces information clutter on the issue cards. By assigning colors based on a critical field---such as Deal Stage---you can instantly identify the status and urgency of every sales activity. Let's establish the color rules for each *Deal Stage* now. First, open the calendar's settings at the bottom of the sidebar and select the *Card colors* tab. ![SC-10.png](https://docs.teamlead.one/__attachments/a_0f1dde6bf1b821bccd7108dcaf5b8b313305d0f4bebaa21dd36437533c377ee1/SC-10.png?cb=c4505e63138a735f0a5bca4b38f4f5f6) Sales Activity calendar - Card color settings Select the color for the initial deal stage and provide a text input into the JQL field. Begin typing with custom field's name, and a hint will appear for you to click on and use: ![SC-11.gif](https://docs.teamlead.one/__attachments/a_1adb9ea2bc1fc68db4968720f03ce8c06a79ec6a771f89739ff67fd8a52b7905/SC-11.gif?cb=eae7626f70811fa75b1f2065bfe87ef6) Sales Activity calendar - Adding a color rule based on custom fields After your JQL query is complete, click *+* button, and the rule will be added to the list of color rules down below: ![SC-11.png](https://docs.teamlead.one/__attachments/a_2933292061f83dc594fc743769d910f67b97459610fc5d40fc3702bd1aa5fad4/SC-11.png?cb=4b9cd74a859073bf49e15ceff5c1784d) Sales Activity calendar - Color rules added Once you've added the colors for all stages, click *Save tab settings.* Have a look at your calendar: ![SC-12.png](https://docs.teamlead.one/__attachments/a_b8e42fc0da2a8d423fbe07a3edff6173e6d639677b9858b6cf344c94f1d65d76/SC-12.png?cb=3c63b007236adf2ac430ee17907e0fc5) Sales Activity calendar - Card colors added Once you're familiar with the color coding used for the deal stages, feel free to remove the *Deal stage* field from the *Issue card fields* in the settings of your calendar. To see what color rules are used in the calendar, head over to the bottom of the sidebar and click *Legend* button: ![SC-13.png](https://docs.teamlead.one/__attachments/a_1aaac5bcc4aaa6fae59451faf145b2f4ac2b74dca07f6a8f2822f4e1ac3a81b0/SC-13.png?cb=963f5f98144f1ce12acd224c4811a068) Sales Activity calendar - Legend It will show you the colors and the JQL used to create a color rule. Simply hover your mouse over one of the rules to see the details. ## Quick Filters Quick Filters are a powerful tool for instantly accessing and visualizing targeted information, especially when combined with your custom fields. For this Sales Activity calendar, utilizing Quick Filters based on the Sales Rep field is vital for workload distribution analysis. This allows managers to quickly isolate each specialist's schedule to evaluate how evenly the team's capacity and activities are balanced throughout the week. To set this up, navigate to the calendar's settings, then go to the *Quick filters* tab. ![SC-14.png](https://docs.teamlead.one/__attachments/a_1b98b4a7f9fa6bf15e3dca64cfe6c30999d852c1cdf3f1399b6d0da27f11ffc1/SC-14.png?cb=48c82cb016cadaca950547472c60bdb6) Sales Activity calendar - Quick filters settings Name the filter after the Sales Rep it targets. When composing the JQL, be sure to reference the correct field. Use the custom *Sales Rep* field we created for this use case, or, if your project is configured for it, use the default *Assignee* field. This precision is essential for isolating the correct set of scheduled activities. Click the *+* button to add the rule to the list of rules: ![SC-15.png](https://docs.teamlead.one/__attachments/a_4b059ea6aea828508e9cde9fda185cf04c785e96e545cb2a88f541bf42f00c51/SC-15.png?cb=ab4fff08c35c107747fc086de1c7a2bb) Sales Activity calendar - Quick filters added Click *Save tab settings* to finalize your filters. Your quick filters will then appear as a row of buttons above your calendar. ![SC-16.png](https://docs.teamlead.one/__attachments/a_cef50aad06d2b2ddce2c397daab5c9173c2695b729597113407e702db0a0c862/SC-16.png?cb=46b8b4fc65b64fe46bddad99f5b0f387) Sales Activity calendar - Quick filters ready to use! Feel free to add more quick filters based on what you'd like to have readily accessible to you---for example, individual clients. ## Connecting External Calendars Integrating external calendars is crucial for a sales team looking to build stronger client relationships. The awareness of their schedule, including their holidays, not only prevents ineffective communication but also demonstrates a high level of professionalism and attention to detail. Our Calendar for Jira app provides the necessary tools to achieve this. By subscribing to an external calendar feed from your client's team, or, as a simpler solution, adding their national holidays calendar to yours, you gain valuable insight into their possible availability. This allows you to plan your outreach strategically. Let's do exactly that as a part of our demo! To get started, obtain the iCal link (.ics URL) of a desired country's national holidays calendar. A simple internet search will yield an ICS-subscription link. Here's an external calendar example we've found on the internet: In your Calendar for Jira app, go to the calendar settings in the bottom of the sidebar on the right side of your screen. In the settings, navigate to *External calendars* tab. ![SC-18.png](https://docs.teamlead.one/__attachments/a_916f124755f5b71041d9f81cf2fe2beebb7aff57dda7a98b0687e45284e4654a/SC-18.png?cb=5058b24e879597c1e4d99314706e1e83) Sales Activity calendar - External calendar settings Choose a color hue and provide a clear name associated with the country you're tracking. Paste the iCal link into the ICS link field, then click the add *+*button. ![SC-19.png](https://docs.teamlead.one/__attachments/a_673d1e15c2c366c86ae9b61f23d597686150bc97659acbe2a75d331ddbdb3710/SC-19.png?cb=03f983b16ba4ef017e43366b7dad3f08) Sales Activity calendar - External calendar added in settings Once the calendar is successfully added to the external calendar list, click *Save tab settings* . The events from the external calendars will then appear in *All day* section of your calendar: ![SC-20.png](https://docs.teamlead.one/__attachments/a_0e0e39f121adb162873fa2506c7c7b6f6b318040056814152b16b93e71a8757b/SC-20.png?cb=205dfc78a9da4c4166003679b89c9a6a) Sales Activity calendar - External events on the grid The external calendars' names will now be visible in your sidebar under *External calendars.* ![SC-21.png](https://docs.teamlead.one/__attachments/a_4c6e9b3e491e608472c0ca881eb9f54c1fb46a6991ba3b7c722ed4d06144057c/SC-21.png?cb=14d491be4ab7185fcd9accf0a03a2a1c) Sales Activity calendar - External calendars added To toggle the visibility of events from a calendar subscription, simply check the box next to its name to display them on your grid, or uncheck the box to hide them. Use these external calendars to quickly verify the client's availability before scheduling a new sales activity. Note: If you request an iCal subscription link from a client, it's crucial to inform them how the ICS-subscription technology works. By sharing the link, they're creating a live connection between their calendar and yours. This means that any changes or updates they make to their original calendar will be automatically reflected in your calendar, ensuring your information stays current. This transparency helps build trust and ensures they are comfortable with sharing their calendar. ## Creating Non-Jira Events The Custom or Non-Jira Events (NJE) feature is great for scheduling important sales-related activities that don't need a Jira issue. This could include scheduling travel time, prospecting blocks, or internal prep sessions. To get started, click on the desired date on the calendar. ![SC-22.gif](https://docs.teamlead.one/__attachments/a_7b4c398adcae4e23473289a9918f81e1531f51cc48a44c8b772b462a4f6d7b52/SC-22.gif?cb=8ed88e0573939052cb693599fa8a64ca) Sales Activity calendar - Picking a date In the pop-up menu, select New Event. An event creation window will appear: ![SC-23.png](https://docs.teamlead.one/__attachments/a_3fdd16f9b039fdee5fdd9f0343deeb5a1e7922962e93b7b5c0938cd9a0ce9780/SC-23.png?cb=cfcacfe2bc394e2b20fa1dc4e0679341) Sales Activity calendar - Adding a custom event/ Fill in the start\&end dates and times, choose a color for the event's card and give the event a name like *Client Meeting Prep*. Add a description and click *Save*. Your non-Jira even will then appear on your calendar grid. ![SC-25.png](https://docs.teamlead.one/__attachments/a_c4e10f5e33b3b7b9541cdb9ea22085f4330f319566e98d0cdc29efad2e2ae0af/SC-25.png?cb=ed36db494befc35eb56231ab9ae083e2) Sales Activity calendar - Custom events added ## Adding Reminders If your team uses the Reminders for Jira app, you can display these reminders directly on your calendar grid. This is an effective way to keep everyone on top of crucial tasks like call prep, follow-ups, or quarter-end deadlines. Seeing the reminders alongside your scheduled work items provides visual confirmation that the necessary notifications are set and will be sent exactly when you need them. To create a reminder, click on the issue card to bring up the issue preview: ![SC-26.png](https://docs.teamlead.one/__attachments/a_d74fbded21d3d92bb7237af6c2fa85efee88a9b97d016d6270db672e044b1f69/SC-26.png?cb=c125ffbf501551affa09ea65a089f280) Sales Activity calendar - Issue preview From there, click on the issue key link, and the issue window will open: ![SC-27.png](https://docs.teamlead.one/__attachments/a_1e0c7c5ae6edfd72a2d1574fa976f26768b63698cbcc85c83e5bfc553639e5ea/SC-27.png?cb=1aa68b2ac5e7f018653a2a18d45d1529) Sales Activity calendar - Accessing work item from the calendar Within the work item's window, locate the Reminder dropdown menu, under the issue's context fields. In there, you can click *Create* button to begin adding a reminder. Alternatively, press the R-key on your keyboard. The reminder creation window will look like this: ![SC-28.png](https://docs.teamlead.one/__attachments/a_a7125259e54a7c9e739539d8b24c6a928f7ae275dbe8f21e81ad9023bbcea95f/SC-28.png?cb=666fa571bf02cbc5eaa253379a23ca55) Sales Activity calendar - Adding a reminder Fill out the necessary fields like when the reminder should happen, what issue it is associated with, who will receive the reminder and whether it's going to be public or private. Choosing *Send as a comment* option will send a comment from Reminder App right underneath the work item when the reminder goes off. ![SC-29.png](https://docs.teamlead.one/__attachments/a_2ac70d7a3d1988a1d3536ed210bca4f7e781e7487afd5909c4d114c4d7f06f93/SC-29.png?cb=03015683a64fc51fff9845fe30be6803) Sales Activity calendar - Adding a reminder Once you're happy with the reminder's configuration, click *Create*, and the reminder will be created. You will be able to see it in the Reminder drop down menu within the work item: ![SC-30.png](https://docs.teamlead.one/__attachments/a_959770558cd3cc3c8243c10391bcffb4779b0fb57f0a272871aafb3022bcc2e5/SC-30.png?cb=d71a18c46cf92227a6fef312373584b6) Sales Activity calendar - Reminder added Now, to display the same reminder in your calendar grid, you have to enable the Reminders integration for your calendar. To do so, go to the calendar settings, and then to the *Integration*tab. ![SC-31.png](https://docs.teamlead.one/__attachments/a_128688e5718b06ea98e0f912e51e3d29eac69961eaee5316c6ee38d3d56607b2/SC-31.png?cb=cedc2bd2efd18d709eca0f23979dfd4b) Sales Activity calendar - Integration settings Switch the *Show the current user's reminders* toggle to on, turning it green. After that, click the *Save tab settings*. Your reminders will then appear on the calendar grid alongside your issues: ![SC-32.png](https://docs.teamlead.one/__attachments/a_de45b15ed4632157056ee660872cebafd6b79cd4adb8514ff50f87dc2fcff97c/SC-32.png?cb=2d8c1e028d71a8c70e3ab9a754416b65) Sales Activity calendar - Reminders displayed on the calendar ## Sharing your calendar After you've customized the calendar, you can share it with your team and leadership to improve collaboration. On the calendar interface, find the Share button. It's located to the right of the Today link, between the *Search* and*Instant filters* buttons: ![SC-33.png](https://docs.teamlead.one/__attachments/a_30bf862302b51133d075a89ab2aa19ef35becdaa1c4a34a8350444abc8fa538f/SC-33.png?cb=b83badcfb07d2869e4834f79097a98d3) Sales Activity calendar - Share button Click this button, and a share window will pop up: ![SC-34.png](https://docs.teamlead.one/__attachments/a_a4c2687bf5513e3cc83d2be4a35181f7b2425b426e00f4ff5c8c976aadb9c895/SC-34.png?cb=c30c41cce12dc4da2de266c18a01bcfc) Sales Activity calendar - Share window From this window, you can select the user group that represents your sales team. Click *Add*, and then choose if the group members should have editing rights by checking the box next to the user group's name. ![SC-35.png](https://docs.teamlead.one/__attachments/a_cba3f35228e57cc564cdfd26a8e30740544e5c43769e6adef57894fcdf9d1cda/SC-35.png?cb=82e9747094ac1203bfc4947a381da019) Sales Activity calendar - Sharing the calendar You can get the direct link to the calendar by clicking *Copy link* in the share window. Finally, click *Save* . Your team members will be able to access the calendar from the Shared with me section of the *Calendars*menu. ![SC-36.png](https://docs.teamlead.one/__attachments/a_ea925373cc2ef64692f768eda7b8f726bdb577addc192ed26f1dbc394ded9fb3/SC-36.png?cb=e061250303ce697b2bf16d1ed18ed7a5) Sales Activity calendar - Shared with me calendars *** ** * ** *** πŸ”” **Stay informed** Subscribe to get the latest updates and explore new product capabilities πŸ‘‰ [**Subscribe for updates**](https://teamlead.one/subscription?utm_source=docs&utm_medium=footer&utm_campaign=calendar) --- version: "2.0.6-AC" language: "en" --- # Sharing your calendar Collaboration is key, and our Calendar for Jira app makes it easy to share your calendar with colleagues, whether they need to simply view events or actively contribute by making changes. Our sharing feature is managed via Jira user groups. ## How to share your calendar with others? To get started: 1. Open the specific calendar you wish to share with your team members. 2. On the calendar interface, to the right of the Today link (top-right corner of the main screen) and positioned between the *Search* and *Instant filters* buttons, you will find the *Share*button. ![SC-1.gif](https://docs.teamlead.one/__attachments/a_d8e146fcb59fa3161dc7f326a230c2b124ddf1f3db17efe5dbfb0dd233d1cbc8/SC-1.gif?cb=007fa3be84d68733ea88e01354d11d1e) Sharing your calendar - Accessing share menu 3. Upon clicking, the share window will pop-up. ![SC-2.png](https://docs.teamlead.one/__attachments/a_f61477cf243f64840d22d037eb886f0c0036b620c5f5d9125a91a5d36389dff8/SC-2.png?cb=74f9f22b49a097a830b3f8df57a4aa18) Sharing your calendar - Share window 4. In this window, select the specific user group you wish to grant access to. ![SC-3.png](https://docs.teamlead.one/__attachments/a_a869c05d9c53d0b0b27efe9f7339f10b8f00aad594af662885df4d10d81d4e38/SC-3.png?cb=b5015c584a6cfd3530c2fd35d5739d8e) Sharing your calendar - Choosing the user group to share with 5. Click *Add.* The selected user group will then move into the list of those who have access to your calendar. ![SC-4.png](https://docs.teamlead.one/__attachments/a_44f2090022f4b4f4288d60c485d9282c3cd9042af0cd6c219af8959c5791913a/SC-4.png?cb=aee931bd05b735b304d8f6d34442d574) Sharing your calendar - Giving user groups access to your calendar 6. In this list, for each group, choose whether the specified group can only view or also edit the calendar. ![SC-5.png](https://docs.teamlead.one/__attachments/a_9ca3c1941e5c69cdef5fee5b81911dbb9571742712dacaa03ee654eb428e4eb5/SC-5.png?cb=f6aa9592ff0d29550a55196ca527dee5) Sharing your calendar - Giving user groups editing rights Note: Upon receiving editing permission, users will gain the ability to modify various aspects of the calendar, including its *card colors, quick filters, reminders integration,* and *external calendars* setup. However, for security and consistency, they will not have access to the calendar's *Main* and *Layout*settings. 7. You can copy the calendar's direct link if you need to share it via an external messenger or email. Click *Save* . A *Sharing settings saved successfully* notification will confirm your changes. Note: You do not need to send the link to your colleagues for them to access the calendar. Once you share the calendar with their user group, those users will be able to find and access it within the *Shared calendars* section of the *Calendar Manager*. ## Calendars shared with you When a calendar is shared with your user group, you can easily find and access it through the calendar manager. To see the calendars shared with you: 1. Navigate to the sidebar's calendar manager via clicking the *Manage calendars* button. ![SC-6.gif](https://docs.teamlead.one/__attachments/a_ea2e187cf23cb676a4a843c480689857aa5965033aa403b56ba2c32c00fce853/SC-6.gif?cb=ddf6b027f2fd2abcba79c02ef485c27f) Calendars shared with you - Accessing the calendars shared with you 2. Scroll down the list until you find the *Shared with me*section. ![SC-7.png](https://docs.teamlead.one/__attachments/a_189943f7bed0769b86e2d5df26b528344c9b8bdf7d78b748cc92631f3779a81e/SC-7.png?cb=495b7c0d9ddb80f4c9093c0de3f64226) Calendars shared with you - Inside calendar manager 3. From there, you can access the calendars that are shared with you directly by clicking the *Open*button to the right of the calendar's name. You will also find the Edit button here, which will be accessible if you've received editing permissions from the calendar's owner. 4. Alternatively, you can add the calendar to your favorites by clicking the star icon---the icon will fill out, and the calendar will then appear in the Calendars menu of your sidebar. The little icon next to its name will indicate that the calendar is shared with you. ![SC-8.png](https://docs.teamlead.one/__attachments/a_fc130bd6acc6f8e9749d61e65f44ea6037fe6c8ff1b98dacf80a5152e13be10e/SC-8.png?cb=70b947c7d55e075bbf6ed55aff257e49) Shared with you calendars - Inside the Calendars section *** ** * ** *** πŸ”” **Stay informed** Subscribe to get the latest updates and explore new product capabilities πŸ‘‰ [**Subscribe for updates**](https://teamlead.one/subscription?utm_source=docs&utm_medium=footer&utm_campaign=calendar) --- version: "2.0.6-AC" language: "en" --- # Troubleshooting --- version: "2.0.6-AC" language: "en" --- # UI error messages explained | | **Error text** | **When it appears** | **Tips** | |----|---------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 1 | Something went wrong. Check if the ics link is correct. | Shown when the user tries to add an invalid ICS link. | Verify the URL ends with `.ics`, opens or downloads in a browser, and isn't behind auth. Paste a fresh link and try again. | | 2 | Access denied. Contact calendar administrator. | Shown when a user with view-only access tries to move a non-Jira event (NJE) on the grid. | Ask the calendar owner to grant **Edit** access or perform the change on your behalf. Refresh after permissions change. | | 3 | Introduced dates are incorrect, double-check them | Shown when creating or editing NJE if **Ends on** is set earlier than **End**. | Set a logical order: **Start** ≀ **End** ≀ **Ends on** (for repeats). Check time zones if values seem correct. | | 4 | You don't have Reminder for Jira installed on your instance. Please contact your Jira administrator to have it set up. | Shown when toggling the Reminder integration on an instance where the **Reminder for Jira** app is not installed. | Ask a Jira admin to install/enable the Reminder for Jira app. After install, reload the page and re-toggle. | | 5 | Can't move recurring event. To change the start date of a recurring event you need to edit the event. | Shown when attempting to drag a recurring NJE; start date changes must be made via the event editor. | Open the event editor β†’ edit the series (or the selected occurrence) β†’ update the start date β†’ save. | | 6 | An error occurred while saving settings | Shown if saving changes to the calendar fails. | Retry once; if it persists, reload the page. Check required fields and network. | | 7 | Unable to place the Jira issue on the calendar grid because the required date fields are missing from the issue screen. | Shown when dragging an issue from **Unplanned issues** to the grid but the project's issue screen lacks the required date fields. | Ask a Jira admin to add the required date fields to the project screen (e.g., Start/End/Due). Try again after the screen update. | | 8 | You don't have permission to edit issues | Shown when user without the **Edit issues** permission: * attempting to move the issue on the calendar grid; * attempting to move the issue from **Unplanned issues** to the grid; * dragging/resizing an issue on the grid; * trying to place **Existing issue** onto the grid. This is a definitive permission failure. | Contact the project admin to grant **Edit issues** or ask someone with that permission to make the change. After the change, refresh and retry. | | 9 | An unexpected error occurred. Check if you have the required permissions and try again. | Shown when placing an existing issue on the grid fails and the user **may** lack **Edit issues** permission. This is not strictly a permission error --- permissions are one possible cause alongside network, validation, or server errors. | First confirm you have **Edit issues**. If you do, retry, clear cache/reload, and check required fields/values. If it persists, contact support. | | 10 | You don't have permission to delete issues | Shown when attempting to delete an issue from the grid without the **Delete issues** permission in the Jira project. | Ask a project admin for **Delete issues** or use a workflow that avoids deletion (e.g., transition) if deletion isn't allowed. | | 11 | Request timed out after 5000ms. | Shown when a request exceeds the 5000 ms timeout limit. | Check your network, retry the action, and avoid batching heavy changes. If recurring, report it with time and action details. | | 12 | The issue(s) {issueKey} were created but cannot be displayed. This might be due to the calendar's JQL scope or your Jira permissions. | Shown when issues are created from the grid but cannot be shown---typically because they fall outside the calendar's JQL scope or the user lacks permission to view them. | Verify the calendar's JQL includes the new issues and you have Browse permission. Adjust JQL or permissions, then refresh. | | 13 | Database error occurred while deleting calendar | Shown when rapid/repeated calendar deletions trigger a database error during deletion. | Wait a moment, refresh, then delete again. Contact support if it persists. | | 14 | You have reached the maximum number of favorite calendars. To add this calendar, please remove one from your favorites. | Shown when attempting to add an 11th calendar to Favorites (limit is 10). | Remove a calendar from Favorites, then add the new one. | | 15 | Couldn't connect to the {icsName} ICS link. Please remove it in the calendar settings to continue using other ICS links as usual. | Shown when an existing ICS connection is lost and the user tries to save changes; instructs removing the failing ICS to proceed. | Remove the failing ICS, save, then re-add it with the correct URL/credentials. Check that the source is reachable. | | 16 | Something went wrong | Shown when replacing an existing ICS with a duplicate (already added) and clicking **Save tab settings**. | Remove duplicates. Keep only one entry per ICS source. | | 17 | Failed to update embedded dates for the new issue. | Shown when creating a new issue from the grid/sidebar succeeds but updating embedded date fields fails because the user lacks **Edit issues** permission (has **Create issue** only). | Ask for **Edit issues** permission or open the issue and have someone with access set the dates. | | 18 | An unexpected error occurred | Shown when a user with **Delete issues** permission lacks a required **project role**or other network, validation, or server errors, leading to an unexpected error. | Confirm required roles and project permissions. If everything seems fine, you can clear cache/reload. If it persists, contact support. | | 19 | This event uses date-only fields. It must remain in the all-day section and can't be moved to the time grid. | Shown when attempting to move an all-day item that uses date-only fields from **All day** to the **Time grid (Day/Week)** view. | Keep it in **All day** or change date type your calendar is based on. | | 20 | The value in "End" cannot be greater than the value in "Ends on"! | Shown in the NJE create modal when **End** \> **Ends on** and the user clicks **Save**. | Set 'Ends on' to be greater than or equal to 'End'. | | 21 | Jira issues can't be moved to/from custom events or external calendars. | Shown when attempting to drag Jira issues into or drag items out of **External calendars** , **Custom events** , or **Reminders** rows in any Timeline view. | Move Jira issues only between "Resources" lanes that represent Assignees. ICS events, NJE events, and Reminders are fixed to their own lanes and can't be moved across lanes. | --- version: "2.0.6-AC" language: "en" --- # Use Cases * [Personal Calendar](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/personal-calendar.md) Take control of your day. Learn how to build a personal calendar to track your individual tasks, daily deadlines, and milestones. * [Project Management](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/project-management.md) Keep your releases on schedule. Track epics, sprints, and delivery dates across multiple development teams in a single timeline. * [People Management](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/people-management.md) Streamline team logistics and communication. Use a dedicated calendar to plan and track 1-on-1s, performance reviews, and onboarding schedules for new team members in one shared view. * [Vacations \& Business Trips (HR Calendar)](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/vacations-business-trips-hr-calendar.md) Manage team availability. Create an out-of-office calendar to track holiday schedules, business travel, and leaves in real time. * [Marketing Calendar](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/marketing-calendar.md) Align your campaigns. Visualize product launches, content schedules, and event deadlines alongside active cross-functional projects. * [Sales Activity Calendar](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/sales-activity-calendar.md) Track your pipeline and campaigns side-by-side. Visualize deal close dates, client meetings, and marketing launches directly alongside active team tasks. *** ** * ** *** πŸ”” **Stay informed** Subscribe to get the latest updates and explore new product capabilities πŸ‘‰ [**Subscribe for updates**](https://teamlead.one/subscription?utm_source=docs&utm_medium=footer&utm_campaign=calendar) --- version: "2.0.6-AC" language: "en" --- # User Guide * [Managing your calendars](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/managing-your-calendars.md) The absolute basics. Learn how to create, edit, view, and safely remove calendars to keep your team's timelines organized. * [Coloring your cards](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/coloring-your-cards.md) Make your timeline scannable. Customize issue card colors based on priority, status, project, or specific JQL queries to highlight critical tasks instantly. * [Filtering your calendar](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/filtering-your-calendar.md) Cut through the noise. Apply dynamic filters to isolate specific assignments without changing your underlying calendar configuration. * [Custom or Non-Jira Events](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/custom-or-non-jira-events.md) Track work beyond Jira issues. Create standalone calendar events for milestones, deadlines, or personal tasks directly on your timeline. * [External calendars or ICS-subscriptions](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/external-calendars-or-ics-subscriptions.md) Sync your entire schedule. Import external schedules via ICS links to view Outlook or Google calendars alongside your active Jira tasks. * [Sharing your calendar](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/sharing-your-calendar.md) Improve team visibility. Configure view and edit permissions to securely share your timelines with specific user groups. * [Reminders in your calendar](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/reminders-in-your-calendar.md) Already using Reminder for Jira? Easily overlay your configured reminders onto your calendar grid for instant, visual confirmation of your upcoming notifications and team alerts. * [Not Familiar with JQL? Here's a Quick Shortcut](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/not-familiar-with-jql-here-s-a-quick-shortcut.md) Build error-free queries using native Jira tools. Learn how to leverage Jira's built-in search filters to automatically generate the correct query syntax without typing a single line. * [Compact vs. Expanded mode](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/compact-vs-expanded-mode.md) Optimize your display. Switch between compact tracking or expanded view to suit your personal monitoring preference. * [Calendar Gadget for Dashboards](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/calendar-gadget-for-dashboards.md) Bring your schedule to your landing page. Embed your team's calendar directly onto native Jira Dashboards for effortless daily progress audits. *** ** * ** *** πŸ”” **Stay informed** Subscribe to get the latest updates and explore new product capabilities πŸ‘‰ [**Subscribe for updates**](https://teamlead.one/subscription?utm_source=docs&utm_medium=footer&utm_campaign=calendar) --- version: "2.0.6-AC" language: "en" --- # Vacations \& Business Trips (HR Calendar) ![VB-MAIN.png](https://docs.teamlead.one/__attachments/a_86c901c25ecc14def2b09d7315cc0be07c62aab5cbdb7f5688ccbc66814b10c4/VB-MAIN.png?cb=0ac39153b596000043ff922416862715) Vacations \& Business Trips Calendar **Use case description:** This calendar is designed to provide a clear overview of employee availability across the organization. HR can track scheduled vacations and business trips using dedicated issue types, while team leads and managers can check availability before scheduling important meetings or deliverables. It improves transparency and streamlines the time-off request and approval process. **Primary Actor:** HR Manager or HR Assistant. **Calendar Shared With:** Team leads, project managers, department heads, all staff. To prepare the demonstration of this use case of our Calendar for Jira app, we created two separate issue types called *Vacation* and *Business Trip* and added workflows for both of them. We will share the setup steps and configuration. Feel free to use it, if you'd like! Setup (optional) 1. Create the respective issue (work) types. ![Vacation and Business Trip work types - Project settings (shows the name of the work types, their icons and brief description of what they're used for)](https://docs.teamlead.one/__attachments/a_c2e510ccf1621b20c084cc2196a54673c5484f35eb60a27169dfe1d329b14964/VB-1-2.png?cb=d8a68d35dbdb40eb31f8a0447f6cba27) Work types - Vacation \& Business Trip 2. Create the workflows for the issue types. ![Vacation and Business Trip works' workflows. Open to Manager review Or Review by an employee, to Review by HR, to Accounting, to Approved, to Done. Can be Cancelled at any step.](https://docs.teamlead.one/__attachments/a_8ddc56f81a4bfda5ee254d887ad38ac4d07844fde37aa50477513138a81e0d4b/VB-3-4.png?cb=7e5a466be5f31e826e3a8c4d9ce436c7) Workflows - Vacation \& Business Trip The process for vacation requests is quite straightforward. An employee initiates the request by creating an issue (status *Open* , category *To Do* ). This issue then moves through an approval chain, typically starting with their manager and then proceeding to HR (status *Manager Review* to status *Review by HR* , category *In Progress* ). In cases of paid vacation where an advance payment is required, an accountant might also be involved in the approval process (status *Accounting* , category *In Progress)*. Business trip requests operate similarly, but with a slight twist. Instead of the employee initiating the request, it's the manager who proposes the business trip to the employee (status *Open* , category *To Do* ). The employee must then agree to the trip before the issue is forwarded to HR for their approval (status *Review by an employee* to status*Review by HR,* category *In Progress* ). Like in the *Vacation's* workflow, an accountant could be invited into the approval process, if necessary. Once a vacation or a business trip request gets all the necessary approvals, the works can then be marked as approved (status *Approved,* category *To Do* ---because it is yet to happen). After the planned vacation or the business trip is finished, the work is marked as complete (status *Done* , category *Done).* A key feature of both the vacation and business trip workflows is their flexibility. Users can send an issue back at nearly any step in the process, and cancel it altogether at any moment. This allows for easy change requests or corrections if any details need to be adjusted or if the request is no longer valid. 3. Add custom fields. ![Settings - Work items - Custom fields](https://docs.teamlead.one/__attachments/a_49021a043dfc196672873bf4fb9588621c6bc1ef59fd99670b828822dfc8a2ec/VB-5.png?cb=393d5dfcac18e5f268dfdeb0150b0c2a) Department - Custom field ![Custom fields showed in the custom fields settings (found in Settings - Work items - Custom fields). Shows the custom fields' names (Department and Primary work location), their brief description and the field type - Select List (single choice).](https://docs.teamlead.one/__attachments/a_1156e40d722af15ec91863e26fcdcd1fbddef1acc3b3a75c75bb9e96e26d29ec/VB-6.png?cb=3b8c44c0a387685d30da48ea8910e416) Primary work location - Custom field To optimize your Vacations \& Business Trip calendar, we recommend utilizing custom fields. These fields are invaluable for sorting and filtering the issues by the organizational details. For this case, we opted to use *department* and *primary work location* fields. The department field allows for quick identification of requests by department, making departmental-level planning and resource allocation easier. Primary work location field aids in preventing scheduling conflicts---it helps you identify the timetable overlaps between the employees who are not supposed to be absent at the same time. This way critical operations remain uninterrupted. With this step our issue (work) setup is officially done. Now, let's learn how to use our Calendar app! ## Calendar creation Let's begin by creating our *Vacations \& Business Trips* calendar. Follow the link to our application through the Jira Apps menu. From there, navigate to the *Calendars* menu in the sidebar and click *Create*button. ![PC-1.gif](https://docs.teamlead.one/__attachments/a_f7da2aed016677ad5d275c14bc1476dfe2fea62e5c7c4295eda2be7f6f947306/PC-1.gif?cb=46e62aa0ba02bb0bd29a8990bed33c6c) Vacations \& Business Trips - Creating a calendar We will name this calendar *Vacations \& Business Trips* and use JQL to specify what it is based on. Tip: if you aren't very confident with JQL, we have [a quick shortcut](https://docs.teamlead.one/calendar-for-jira-cloud/2.0.6-ac/not-familiar-with-jql-here-s-a-quick-shortcut.md) for generating JQL without having to write it manually. You can then copy-paste into the calendar settings: ![Calendar creation window, main settings. Name, what the calendar is based on. JQL option is chosen, and the JQL for the work types is shown.](https://docs.teamlead.one/__attachments/a_d32b27ddb0b6f231a31b88eceecd14f1e66995e62041c3f01813a3be415c6c3b/VB-10.png?cb=261e785ce7a14af0a85500152019c3bf) Vacations \& Business Trips - Creating calendar When configuring your calendar, you'll want to display only the most relevant work items for *Vacations* and *Business Trips* . There's no need to clutter your view with requests that are *Cancelled* or already *Done* . To achieve that, you can either list all the statuses you're interested in, or exclude the *Cancelled* and *Done* works with the *NOT IN* operator: ![Calendar creation window, main settings. Name, what the calendar is based on. JQL option is chosen, and another version of JQL for the work types is shown.](https://docs.teamlead.one/__attachments/a_c10f2b8dd5b54a7d59fcb83205bb63601d9a255a6cea772162f4f95762a39e41/VB-11.png?cb=0b4e53fc9b7983b83730c3efb8310a4f) Vacations \& Business Trips - Creating calendar: alternative JQL To accurately place work items on your calendar grid, you'll need to specify which date fields the calendar should use. In this case, since we operate in *days* rather than *hours, date field(s)* is the most intuitive option. Simply choose *Start date* and *End date* as the fields defining the calendar. Note: Only the *Start date field* is strictly required. ![Calendar creation window, main settings. The picture shows that for date field types the option date fields is selected, with start date and end date as the brackets of the work item.](https://docs.teamlead.one/__attachments/a_19a0a9a4f008d366f414ab9d52de92d9e443b6d77d29ee7ae4748a1a4307fdfb/VB-13.png?cb=3ff7361efc3e5913924566d653f27e64) Calendar creation - Main For the layout settings we decided to go with the year default view for more transparency regarding the employees' leaves. The rest of the choices are shown down below: ![Calendar creation window, layout settings. Here we choose the default view - year, if we can see the weekends on the calendar grid - no, grid time range - from 8 AM to 6 PM, first day of the week - Monday, issue card fields (what you see on the grid) and issue preview fields (what you see if we click on the work item).](https://docs.teamlead.one/__attachments/a_b4cb5c19acd76cf8635afb61137e0db34acb87bc8e4546b1236109b04c17190d/VB-14.png?cb=ddb153d21af1371eac3637d5a75d7837) Calendar creation - Layout Once you're satisfied with your selection, hit *Create* button in the bottom right corner of your calendar creation window. Upon creation our calendar will look like this: ![VB-15.png](https://docs.teamlead.one/__attachments/a_e24f3cb54cc056d65a91d2e73d0a7564c4843a29a6709320f0cff825279bbb63/VB-15.png?cb=7427d5cc246ac691885c7655ac790e47) Vacations \& Business Trips Calendar - First look As you can see, without any distinction between the works it's not so easy to read the calendar, even with our amazing issue icons. Thankfully, our Calendar for Jira app provides more than enough functionality to make the calendar navigation easier. Let's start off with adding some color! ## Card colors for Vacations \& Business Trips calendar Navigate to the settings of our current calendar in the bottom of the sidebar: ![Clicking the button to open the settings - gif.](https://docs.teamlead.one/__attachments/a_0f6a926bd79e429319ba08f9edd4ba5a648ba7911c1f5f74e169afadbc179a15/EC-1.gif?cb=5e6572bd0b7767c95dd63ca185a1ad8c) In the settings, move to the *Card colors*tab. ![Calendar settings - Card colors. Here we show all the color options available for use in coloring.](https://docs.teamlead.one/__attachments/a_c4c632f576920238d58158bf187262f34da8e1cc47b65116920a880a6863fed3/VB-16.png?cb=66e10fa041e6eac8df860427e3199b36) Calendar editing - Card colors Here you can use JQL to associate specific colors with the works' properties you wish to highlight. Out app provides a generous amount of color schemes---for example, for the vacations let's choose the green color scheme. We can use the different shades of green to differentiate between the works' statuses: For the just made vacation requests with the status *Open* let's choose the palest shade of green: ![Calendar settings - Card colors. A small clip showing how the user types in the JQL query into the field to associate it with a pale green color, then clicks a plus button to add the card color rule.](https://docs.teamlead.one/__attachments/a_82769461ad69861bb5bad39b550a6a4b8c4d9e1ddd0da3d23d9ab5ab926f02d7/VB-17.gif?cb=1c6a0a190f5ae87b6ab78c86c1445761) JQL: issuetype = Vacation AND status = Open Similarly, for the vacation requests which are being reviewed we can choose the middle option---the more saturated one. Since our workflow identifies all of the review statuses as *In progress,*we can use a status category instead: ![Calendar settings - Card colors. A more saturated green color is being associated with another JQL rule, describing all Vacation works with status category In Progress.](https://docs.teamlead.one/__attachments/a_c7131ea1de366362b87f1d084385f090c985f2b6ade8ce0082bd944bdc8b71e7/VB-18.png?cb=4ce64a93f001e7310bd9ec2421e4c5ff) JQL: issuetype = Vacation AND statusCategory = "In Progress" Lastly, for the vacations that had been *Approved* we can use the brightest shade of green in our palette: ![Calendar settings - card colors. The most saturated green is being associated with Vacation works in status Approved.](https://docs.teamlead.one/__attachments/a_5d41137e7471a9864013f92468ba878be27adb18e8e8a8d06eb85feef00607f0/VB-19.png?cb=5b57b556eaca2ef65115eae61b60ebb4) JQL: issuetype = Vacation AND status = Approved For the *Business Trip* works we can choose pink shades: ![Calendar settings - Card colors. Shades of pink are associated in the similar manner with Business Trip work items based on their statuses.](https://docs.teamlead.one/__attachments/a_ec6f1713db9c1d9db73b9557ce543c67993ee1167a1ab351643a3c18887897f2/VB-21.png?cb=6d345a1dc8a2b9162cfa6ba691c014d5) Calendar settings - Card colors: Business Trip works in pink ✨ After applying the settings our calendar will change its appearance: ![VB-17.png](https://docs.teamlead.one/__attachments/a_a361438ebb2c6b4e329711668a276e3a1e68abb100ac96dc3409f00e1e427035/VB-17.png?cb=7dab5378463df85b3d11c039c2736e34) Vacations \& Business Trips - Card color rules applied To quickly preview the *Card color* settings (for example, if you are checking the calendar created by another person and wish to know what different colors mean) head over to the bottom of the sidebar and click the *Legend* button: ![VB-20.png](https://docs.teamlead.one/__attachments/a_b158c32378eb1ed4fec55401ad5e64d7ed66aaee4a21aa80eb79c14e02d6acd5/VB-20.png?cb=5f443ce96f5fea2b7f3e3eaa9cefe126) Vacations \& Business Trips - Legend and card color rules preview You can see the entire JQL associated with the specific color by hovering your mouse cursor over that color. Now that our calendar is much easier to read, we can also utilize our Quick filters for accessing the information based on the custom fields we've created earlier. ## Quick filters for Vacations \& Business Trips calendar Again, navigate to the calendar's settings and then move to the *Quick filters* tab. Let's create quick filters for our departments and primary work locations. ![Calendar settings - Quick filters. A clip showing a name of the future quick filter - Home work, and the JQL associated with it. JQL allows typing custom field names directly and provides the list of options to select, like in work item. Primary work location equals I work from home. Other filters are also shown.](https://docs.teamlead.one/__attachments/a_7300e7766d12a8f2460373a7f2ddfe897cc618153158e986b2e4dc7667c31946/VB-20.gif?cb=b1f7a8ed9ca0f209dfc7a920318a7cb9) Vacation \& Business Trip - Quick filters added JQL supports the use of earlier created custom fields and gives hints in their usage. It also brings up the possible options if your custom field is of a select type. After adding a variety of quick filters and clicking *Save tab settings,*our Quick filters row located above the calendar grid will look like this: ![Quick filter row above the calendar grid - buttons you can click with the names of the departments and primary work locations.](https://docs.teamlead.one/__attachments/a_acfcfc670e6799c5ecd377e8cfdb67b5588cd1aba6972d06b59b73146335263a/VB-22.png?cb=4f41a78011ee58d6f18dbe120e5bbf0b) Vacations \& Business Trips - Quick filters Clicking on one of the options will prompt the calendar to display the issues that satisfy the selected criteria. Note: When you choose more than one quick filter, an *AND*operator is applied to them. This means that for an issue to be displayed, it has to meet the conditions of all selected filters. This works well if you pick filters that define different aspects of your issues. For example, if you choose filters for both location and department, the displayed issues will satisfy both conditions. It will also work if your setup has non-mutually exclusive parameters, where, instead of a single select choice you have multiple choice or checkboxes used. *Example: Choose DevOps and Int. Office quick filters. The calendar then will show vacations and planned business trips only for people who are in the DevOps department and are located in the International Office.* However, if you pick filters that define the same parameter in a way that creates a conflict, no issues will be displayed. This often happens because an issue cannot fulfill mutually exclusive conditions at the same time. *Example: Choose DevOps and QA quick filters. You've selected two different departments, and in our setup, an issue cannot belong to both at once. Therefore, no issues will be displayed.* Example: Similarly, create quick filters based on JQL---issuetype = Vacation AND issuetype = "Business Trip"---no issues will be shown, as an issue cannot be both types simultaneously. Keep in mind that with custom fields, how well quick filters combine depends on your specific setup. You won't be able to combine issues based on properties from the same field that can't logically co-exist on a single work item. ## Connecting external calendars Effective planning often requires looking beyond your internal Jira data. Our Calendar for Jira app allows you to seamlessly integrate external calendars, providing a holistic view for future planning. By connecting an external calendar displaying upcoming industry events, you can cross-reference it with your Vacations \& Business Trips calendar to later decide who's going to attend said events. To integrate a calendar from services like Outlook or Google Calendar, you'll need its link in the iCal format (the URL typically ends with .ics). In this demonstration, we'll walk through adding a calendar from Google Calendar: 1. Open Google Calendar and navigate to the Settings menu (usually found in the top-right corner of your screen). ![Importing a Google Calendar. A short clip for opening the settings of the Google Calendar.](https://docs.teamlead.one/__attachments/a_6801cad023e2c4592c7b055f47a9f4b8745f6e8e6e22c296633e6359ab80f7e4/VB-23.gif?cb=20f0098ad6f13a059e8e26c6b1965177) Vacations \& Business Trips - Adding external calendar 2. In the left-hand sidebar of the screen navigate to the settings of the calendar you wish to export in the *Settings for my calendars* section. ![The left-hand sidebar in Google Calendar settings is shown. In the bottom is a Calendar called IT events demo - our future external calendar.](https://docs.teamlead.one/__attachments/a_25048e23a48415d49a4d1078780eacf41b45eee2d0893d082c74bd813e9617d2/VB-24.png?cb=1267d28d41c95531222d3f37c98d82c4) Google calendar - Settings ![After we clicked the IT events demo in the settings, a list of sub-settings for the Google calendar opened. We go to Integrate calendar.](https://docs.teamlead.one/__attachments/a_5c274e558219653aa63ceda461996a249799155e83b8bd6df99a6a018954bbd5/VB-25.png?cb=c7c1a59bcf30b705602f166dde047550) Google calendar settings - Settings for my calendars 3. From there, head to *Integrate calendar* section. ![Integration settings of the Google calendar - various links to implement the calendar into web pages and applications are listed here.](https://docs.teamlead.one/__attachments/a_ab95c62503d87008bf271c13178df9a6d96d64f1c59aad193b2051a226d3544f/VB-26.png?cb=80a5473703fabab2cbcf5e952f09d902) Google calendar settings - Settings for my calendars - Integration settings In here you will find *Public address in iCal format*---the link you need to copy. Note: The calendar must be public for this address to work in our Calendar for Jira App (and anywhere else). To make it public, head to *Access permissions for events* section of the calendar's settings and allow public access. ![A portion of Google calendar settings is shown - from access permissions for events, there is a checkbox to make the calendar available to public.](https://docs.teamlead.one/__attachments/a_118855b3cc47623baf4449d0e2043cd599382b4425d508fcdfb0d8c2b231904e/VB-27.png?cb=8267bdc992e6dc13e12affc0f2b4e241) Google calendar settings - Access permissions for events Once you have your link, head back to our Calendar App for Jira. 4. Navigate to your calendar settings in our app and then head over to *External calendars* tab. ![A portion of calendar settings inside our app is shown - external calendars tab. A color selection similar to card colors is presented, then two empty fields a user needs to populate - name and the ICS link. The add button is next to them. Below is the space to show all external calendars.](https://docs.teamlead.one/__attachments/a_7a9fdeec9ec78e9be710e5474839cf25290675c709482ceefea7c20b57bfdd03/VB-29.png?cb=117658057425ea3ad7eb628cb8cb2437) Vacation \& Business Trip - External calendars Similarly to *Card colors* and *Quick filters* , fill in the required fields. Choose the color for displaying this external calendar, then give your external calendar a name and *paste* the link you copied from the Google Calendar into the ICS link field. Click the *add* + button. Don't forget to *Save tab settings.* ![VB-30.png](https://docs.teamlead.one/__attachments/a_16e47e30c21b7c035fdebba0fe6fe234feddc669442fe66a30c0a65de7bb37c0/VB-30.png?cb=c9b84aae3b40bc12197500ecf6e1c2de) Vacations \& Business Trips - Added external calendar Your external calendar should appear in your sidebar in the *Calendars* section, below the *External calendars* sub-list. ![Calendars menu. Vacations and Business trips calendar is located in Internal calendars. Below, in external calendars, is the IT events calendar.](https://docs.teamlead.one/__attachments/a_3aafb5fd838a84adf8535dedd06803b184030725b6cf6d3c24af7dcf22875b14/VB-31.png?cb=f2c2c84ae840e73959738d45fdd69331) Vacations \& Business Trips - External calendars menu Note: This external calendar is attached to the calendar *Vacations \& Business Trips* . Switching to another *Internal* *calendar*will hide the external calendars added to this one. ## Creating Non-Jira events for Vacations \& Business trips calendar The Non-Jira Event (NJE) feature is an invaluable tool for quick, visual communication, which could act like sticky notes on the calendar. While the Vacations \& Business Calendar is primarily focused on employee time off and travel, NJEs allow the HR team to inject vital, non-vacation context directly onto the schedule. This includes key administrative tasks, like marking the deadline for finding a temporary replacement for a departing employee or noting the final date for approving all outstanding leave requests. By utilizing the NJE's bright, distinguishing colors, these essential HR workflow items instantly stand out from the standard time-off entries, ensuring crucial deadlines are never missed. To get started, click on any date where you would like to place the event. ![VB-34.gif](https://docs.teamlead.one/__attachments/a_f99a73f4483bfec8c72a8afb84e1e3f05e3c7aa1bc178244102c33cf2401d115/VB-34.gif?cb=be6205edda51fe07353f0f06dd43f0da) Vacations \& Business Trips - Picking a date In the pop-up menu, select *New Event.* Once you click New event, an Event creation window will appear: ![VB-35.png](https://docs.teamlead.one/__attachments/a_a9fa78b4efde8965f493d3e07f62b5ab4bfa6521d94df3df425e8a53bf7e2461/VB-35.png?cb=39c46746b71ed450123db0bc845dae59) Vacations \& Business Trips - Custom event creation window Select the *Start* and *End* dates and time slots in their respective fields, pick a bright color for easy identification. Provide a *Name*for the event---it will be displayed on the event's card on the calendar grid. Choose the recurrence of the event---whether it happens once, weekly or even daily. Upon using the reoccurrence option, another field will appear---*Ends on.* Choose when the recurring event will happen for the last time. Click *+ Add link* to include any relevant URLs. Write a *Description*for further context in the description field. ![VB-36.png](https://docs.teamlead.one/__attachments/a_83953f80d77145e773d6fab7949373b8b9acd90417b59a6f049b0c364e8145c1/VB-36.png?cb=f31c2c892a19db3578eab49ca3bea939) Vacations \& Business Trips - Custom events details provided Once you are happy with the details provided and all the required fields are populated, click *Save*. The event will then appear on your calendar grid: ![VB-37.png](https://docs.teamlead.one/__attachments/a_8f720870538f1e2d073b9f31b0d6017d8884ccf3df7d0af2ac8c0d4603735315/VB-37.png?cb=68c99915ef128acbeac0c1b459708b22) Vacations \& Business Trips - Custom event added The Non-Jira Event (NJE) feature is especially valuable for calendars viewed in Year Mode, as the integrated Reminder for Jira displays are not supported in this high-level view. This makes NJEs the only way to introduce high-priority, color-coded visual alerts directly onto the comprehensive year-at-a-glance schedule. ## Sharing your calendar Finally, once the configurations are complete, it is time to provide access to your calendar to your team. To do so, locate the Share button at the top, between the *Search* and *Instant Filters* buttons: ![VB-39.png](https://docs.teamlead.one/__attachments/a_1105959135e9d661cd421949bd668dce1eb3fb43b8ed1e683b7f97ab5575a411/VB-39.png?cb=c4ec9b0aff9f187c9c7b13244f175957) Vacations \& Business Trips - Sharing a calendar Click it, and the sharing window will appear: ![VB-40.png](https://docs.teamlead.one/__attachments/a_b5d2efd62544a92dbbfecaff5e0103c27f8987973c869ff198f16bfab776a9c4/VB-40.png?cb=830f01d2ce0c650d5d17cbfadfe2f58c) Vacations \& Business Trips - Share window In this window, you can select the user groups you'd like to share your calendar with. Choose the group from the drop-down menu (or begin typing the group's name if the option isn't there, and it will appear), then, once it's selected, click *Add.* The group will be then added to the list below, indicating they will gain viewing access upon saving. Checking a box next to the group's name will give the users editing permissions - they will be able to customize all settings except for *Main* and *Layout*tabs of your calendar. ![VB-41.png](https://docs.teamlead.one/__attachments/a_057908a65c1eee16c53b3a57fcb592eed3ae3760d6df74d766cb7b07aa4589b8/VB-41.png?cb=a521cef36acb1b9d0b682346705de24c) Vacation \& Business Trip - Selected groups to share with Once you are happy with sharing configuration, click *Save* . The sharing settings will then be immediately applied. The users of the selected group will be able to find your calendar in the *Shared with me* section of their calendar manager: ![VB-42.png](https://docs.teamlead.one/__attachments/a_f5e41dec0edf2ab3366a31644012e54d5520c257602dc555df61a6557100641b/VB-42.png?cb=425d1083bde3775898bdb3e9f4de9a1d) Vacations \& Business Trips - Shared with me calendars *** ** * ** *** πŸ”” **Stay informed** Subscribe to get the latest updates and explore new product capabilities πŸ‘‰ [**Subscribe for updates**](https://teamlead.one/subscription?utm_source=docs&utm_medium=footer&utm_campaign=calendar) --- version: "v2022-10-27" language: "en" --- # Universal Directories for Jira Cloud Universal Directories for Jira is a great solution for storing structured data -- different objects with their parameters and dependencies -- right in your Jira. ## [Learn more](#) ## πŸ“˜ Topics * [About Universal Directories for Jira](https://docs.teamlead.one/universal-directories-for-jira-cloud/v2022-10-27/about-universal-directories-for-jira.md) * [Use Cases \& Ideas](https://docs.teamlead.one/universal-directories-for-jira-cloud/v2022-10-27/use-cases-ideas.md) * [Admin Guide](https://docs.teamlead.one/universal-directories-for-jira-cloud/v2022-10-27/admin-guide.md) * [User Guide](https://docs.teamlead.one/universal-directories-for-jira-cloud/v2022-10-27/user-guide.md) * [Apps Compatibility](https://docs.teamlead.one/universal-directories-for-jira-cloud/v2022-10-27/apps-compatibility.md) * [Release Notes](https://docs.teamlead.one/universal-directories-for-jira-cloud/v2022-10-27/release-notes.md) * [Roadmap](https://docs.teamlead.one/universal-directories-for-jira-cloud/v2022-10-27/roadmap.md) * [Data Residency](https://docs.teamlead.one/universal-directories-for-jira-cloud/v2022-10-27/data-residency.md) --- version: "v2022-10-27" language: "en" --- # About Universal Directories for Jira *Universal Directories for Jira -- think outside the issues* Almost everything in Jira can be stored as an issue: sales, vacations, even items, and personal notes! However, not every entity really needs a separate project and a workflow. **Universal Directories for Jira** is a solution for storing structured data -- different objects with their parameters and dependencies -- right in your Jira. ## Key Highlights * **Keep all information inside your Jira.** Structurize and store various objects inside your Jira: the full directory is in one click -- on the upper panel of Jira. And the issue-related objects are available in the handy web-panel right in an issue. * **Set various object templates.** Create structured templates to make information collecting easy and convenient. HR (Human Resources), CRM, assets management, geodata and much more! [Use Cases \& Ideas](https://wiki.teamlead.one/doc/catcl/use-cases-ideas-217029041.html) * **Link objects with issues and in-between.** Connect objects in different ways to mirror your real data structure. Extend issues with Universal Directories data and vice versa. Easily navigate between linked objects and issues. * **Get reports in real-time.** Use powerful filters to make different kinds of selection without learning any special query language. Use handy filter options for a more complex selection. * **Easy search and filtering of custom fields.** Use the same methods to search for Universal Directories custom fields as for the regular select-lists. The same jql-queries are available. * **Use the standard post-functions.** Clear field or copy the value from a parent on transition using the standard Jira post-functions. *Swipe to see the slides:* ![image-20230428-045048.png](https://docs.teamlead.one/__attachments/a_b8a4e19bd571fb126754d0fb9c4a1270ab13a9e7a220062fb95331caad4826c8/image-20230428-045048.png?cb=36e649a5f00774f9a58d0b963b293f2d) ![image-20230428-045104.png](https://docs.teamlead.one/__attachments/a_5ee8f7e7f4fece4fadfffe9fb9555ed2728e61b1d95b6395ef11fe837ad9ae60/image-20230428-045104.png?cb=4d9accfc507e7bd708d523c7170a8ed6) ![image-20230428-045116.png](https://docs.teamlead.one/__attachments/a_64be8f3bdbfd81bde043a1ac659054f663babfbd3a6df1bfde7a9142a11986c5/image-20230428-045116.png?cb=00d0aa20ab83f4171c06b3af9e025686) ![image-20230428-045124.png](https://docs.teamlead.one/__attachments/a_bf26d8e1fc7574110828e83fdcf1a1d8af41c6542b9d479e15b8bdf7395e5ba6/image-20230428-045124.png?cb=7844840618044ef4b9e4e0fb12f71efb) ![image-20230428-045132.png](https://docs.teamlead.one/__attachments/a_8da350e035333541c39a0e70d8c33abf14993ff74f86d783bad9ceccc51029f8/image-20230428-045132.png?cb=59aa8d3970b453ba8a23cc6abea6a65d) ![image-20230428-045140.png](https://docs.teamlead.one/__attachments/a_8b1beaed30d1d8d985afa5a6dfafb0c40392b98dad8c280987ec190c560c1a2b/image-20230428-045140.png?cb=6f3d227bd574dc6fdac5580d92c85b07) ![image-20230428-045149.png](https://docs.teamlead.one/__attachments/a_c6fcd9694898cbcfc1ae8dd40bc5026e9fa70940f2cd99403e201aa5725b7475/image-20230428-045149.png?cb=f19fd334e18e7e92eddf9f4851ffbe31) --- version: "v2022-10-27" language: "en" --- # Admin Guide * [Installation \& Licensing](https://docs.teamlead.one/universal-directories-for-jira-cloud/v2022-10-27/installation-licensing.md) * [Step-by-Step With Universal Directories](https://docs.teamlead.one/universal-directories-for-jira-cloud/v2022-10-27/step-by-step-with-universal-directories.md) * [Permissions](https://docs.teamlead.one/universal-directories-for-jira-cloud/v2022-10-27/permissions.md) * [Universal Directories Structure Setup](https://docs.teamlead.one/universal-directories-for-jira-cloud/v2022-10-27/universal-directories-structure-setup.md) * [Attribute Types \& Their Characteristics](https://docs.teamlead.one/universal-directories-for-jira-cloud/v2022-10-27/attribute-types-their-characteristics.md) * [Interlink Universal Directories Objects](https://docs.teamlead.one/universal-directories-for-jira-cloud/v2022-10-27/interlink-universal-directories-objects.md) * [Link Issues And Universal Directories Objects](https://docs.teamlead.one/universal-directories-for-jira-cloud/v2022-10-27/link-issues-and-universal-directories-objects.md) * [Post Functions](https://docs.teamlead.one/universal-directories-for-jira-cloud/v2022-10-27/post-functions.md) * [Auto-set Universal Directories field value](https://docs.teamlead.one/universal-directories-for-jira-cloud/v2022-10-27/auto-set-universal-directories-field-value.md) * [Team-managed (next-gen) projects](https://docs.teamlead.one/universal-directories-for-jira-cloud/v2022-10-27/team-managed-next-gen-projects.md) --- version: "v2022-10-27" language: "en" --- # Apps Compatibility ## Jira: type of product ### Core, Software COMPATIBLE ### Service Management COMPATIBLE Note that according to current [permissions](https://wiki.teamlead.one/doc/catcl/permissions-217025175.html) customers with no access to Jira can only manage object links to issues and cannot access full object information. The Universal Directories Select fields can be added to Service Management projects and displayed on the portal. For Customers, the work as usual select lists, however, it may help you get some valuable statistics and enrich your Universal Directories. A Customer (use with no access to Jira) cannot access the Universal Directories section. ![image-20230428-054127.png](https://docs.teamlead.one/__attachments/a_0a20da48a98b860b1ee7a2102f1736c1d76abc2707c289a1f21a3e6b87ac53f3/image-20230428-054127.png?cb=f39ad81ffaba00450c3576b321bba4ec) ## Jira: next-gen projects COMPATIBLE ## Jira: mobile device ### [Jire Mobile (app)](https://www.atlassian.com/software/jira/mobile-app) COMPATIBLE ### Jira (mobile view w/o app) UPCOMING ## Calendar (Teamlead) UPCOMING ## EazyBI COMPATIBLE Use the following guide to retrieve the Universal Directories fields in your EazyBI reports: [docs.eazybi.com/eazybi/data-import/data-from-jira/jira-custom-fields/advanced-settings-for-custom-fields](https://docs.eazybi.com/eazybi/data-import/data-from-jira/jira-custom-fields/advanced-settings-for-custom-fields#Advancedsettingsforcustomfields-Additionalcustomfields) --- version: "v2022-10-27" language: "en" --- # Attribute Types \& Their Characteristics There are several predefined types of attributes. ![6b2885c0fac4261d0640f3fe897ac8bf.gif](https://docs.teamlead.one/__attachments/a_39b7fc75163e2771705646b96db25c275c65017807f0ad59692794f96d8fd0cb/6b2885c0fac4261d0640f3fe897ac8bf.gif?cb=67aa27cf43124f5cfa27d77142f2228d) ## Standard Attributes ### Text ![image-20230428-050940.png](https://docs.teamlead.one/__attachments/a_2c795086a82cdd0414c5097e0d65c48a6b4073ed5783e3eb0b931e67022546c3/image-20230428-050940.png?cb=6a57ca518ab30a22f44cbe80547891a3) **Description:** A text field is an input that allows a user to write or edit text. Single-line, unlimited characters. **Sorting:** alphabetically **Filtering:** * is equal to * is not equal to * starts with * contains * does not contain * ends with * is null ### Long Text ![image-20230428-050930.png](https://docs.teamlead.one/__attachments/a_54e35f127f0db61d835c299dab28775c7862a0b25cd62d3ba764db2000ae488b/image-20230428-050930.png?cb=62435e789fd8712e3d26d1c8c0c24b36) **Description:**A text field is an input that allows a user to write or edit text. Multi-line, unlimited characters. **Sorting:** alphabetically **Filtering:** * is equal to * is not equal to * starts with * contains * does not contain * ends with * is null ### Email ![image-20230428-050916.png](https://docs.teamlead.one/__attachments/a_743458fc16d6312ea329963e10c7b31e64ebfea95a3631956ef50f2d9ff24402/image-20230428-050916.png?cb=5624bdd4ad1f86ac0f600cc9935f3c3e) **Description:**An attribute to store the email address. Contains standard validation of the email address. **Sorting:** alphabetically **Filtering:** * is equal to * is not equal to * starts with * contains * does not contain * ends with * is null ### Number ![image-20230428-050904.png](https://docs.teamlead.one/__attachments/a_a108954603e35e1b181b329b8a99a0005f857277d10180cbe3f509be4a7790de/image-20230428-050904.png?cb=2fdb2d97a425acf131fe4ac331d94b4a) **Description:**An attribute to store a number -- integer/float, positive/negative. **Sorting:** numerically **Filtering:** * greater then * greater than or equal to * is equal to * less than * less than or equal to * is null ### Date ![image-20230428-050854.png](https://docs.teamlead.one/__attachments/a_4f9828e8f9ee1d51fb89f188fe9d6df57e35f5e20f243dfc397805640818c8f6/image-20230428-050854.png?cb=1ba9c7645f37451276fa6e93d9653bf2) **Description:**An attribute to select a date from the calendar. **Sorting:** by absolute time **Filtering:** * is equal to * is not equal to * is after or equal to * is after * is before or equal to * is before * in range * is null * is not null ### URL ![image-20230428-050842.png](https://docs.teamlead.one/__attachments/a_545330a2adfa431c70fa71913dab38b094c23612b54c844583653b3e9b781634/image-20230428-050842.png?cb=58eafeb30f68f1ca95de692936523775) **Description:** An attribute to input a link to a website. Clickable, URL format validation ([*http://sitename.domain*](http://sitename.domain/) OR [*https://sitename.domain*](https://sitename.domain/)) **Sorting:** alphabetically **Filtering:** * is equal to * is not equal to * starts with * contains * does not contain * ends with * is null ### User ![image-20230428-050830.png](https://docs.teamlead.one/__attachments/a_d6fd04724cbcc232707e406adb7e8f48137e8907ed6fc5b54e75250f0ca48aa6/image-20230428-050830.png?cb=de33a736845af4ad97427515bb2e0907) **Description:**An attribute to select one or more Jira users. **Sorting:** n/a **Filtering:**as a select-list (via OR) The attribute behavior considers the global permission 'Browse users and groups'. ### Group ![image-20230428-050806.png](https://docs.teamlead.one/__attachments/a_ad03af775fbb3ba6f68f942b44b334bcfd0e7131de630a998ccaa2166e0bb543/image-20230428-050806.png?cb=73f0b0b80692148d6c0f3e18276ff9b2) **Description:**An attribute to select one or more Jira groups. **Sorting:** n/a **Filtering:**as a select-list (via OR) The attribute behavior considers the global permission 'Browse users and groups'. ## References The following are the attributes that allow a user to link an entry or to display the particular 'external' objects links in read-only mode. ### Directory ![image-20230428-050736.png](https://docs.teamlead.one/__attachments/a_399e35a1766b5c8930fecb1878cc19526682cac889b93fc9b217041c428c0820/image-20230428-050736.png?cb=84f92cacbdb98f4209b963a7abadf8e7) **Description:** Gives users the ability to make multiple selections from a number of options (entries of the particular directory). Read more: [Interlink Universal Directories Objects](https://wiki.teamlead.one/doc/catcl/interlink-universal-directories-objects-217027172.html) **Sorting:**n/a **Filtering:**as a select-list (via OR) ### Linked Directory Entries ![image-20230428-050723.png](https://docs.teamlead.one/__attachments/a_648c5928ce03377a91497169a120db5646da1a6079297f5fbbaaf377d7087235/image-20230428-050723.png?cb=a092da86bf56b9332973cf41f9d911ac) **Description:** Displays directory entries linked to the current entry via Directory attribute(s). Read more: [Interlink Universal Directories Objects](https://wiki.teamlead.one/doc/catcl/interlink-universal-directories-objects-217027172.html) **Sorting:**n/a **Filtering:**as a select-list (via OR) ### Linked Issues ![image-20230428-050711.png](https://docs.teamlead.one/__attachments/a_a6d5cb5c879bb10676c7fab9ec5100e91ec1728460a294469396e1df246f5a2b/image-20230428-050711.png?cb=e85c63d25721afc93d8398a5fa01df16) **Description:** A read-only attribute that displays issues linked to the current entry via Universal Directories Select custom field(s). Read more: [Link Issues And Universal Directories Objects](https://wiki.teamlead.one/doc/catcl/link-issues-and-universal-directories-objects-217027179.html) **Sorting:**n/a **Filtering:**as a select-list (via OR) --- version: "v2022-10-27" language: "en" --- # Auto-set Universal Directories field value ## Automation rule If you need to automatically set the Universal Directories Select field value, you can use the Jira Automation feature (the **Edit Issue** action). The Universal Directories custom fields are not available in the default list of fields to set, you should refer to the "Additional fields" section using the **custom field name** and the required **option id** . (Awaiting the [Jira API improvement](https://jira.atlassian.com/browse/JRACLOUD-76371) to make make the JSON structure easier to create). ![image-20230428-053030.png](https://docs.teamlead.one/__attachments/a_bd2b4128f369e7a2e7c61627e438e17fa957b8a5b8e3ba0276e4f2de502786b3/image-20230428-053030.png?cb=4974c8d66e3d35d03ad9dc5494171e97) ### How to find option ID Use the request as following: **BASE_URL/rest/api/latest/issue/ISSUE_KEY/editmeta** It will provide you the list of editable fields within the issue. Find a Universal Directories field and the list of option with their IDs: ![image-20230428-053048.png](https://docs.teamlead.one/__attachments/a_7cc782ac9219e5eb248d766983fece6085a6ca76e16f8e1408455347ffbb84a8/image-20230428-053048.png?cb=545bf3178f409298f0763eb04d7523f7) --- version: "v2022-10-27" language: "en" --- # Data Residency Background: [Data residency \| Atlassian](https://www.atlassian.com/software/data-residency), [Cloud Roadmap \| Atlassian](https://www.atlassian.com/roadmap/cloud?category=dataManagement&) Currently, as a user of Teamlead apps for Jira Cloud, your data is stored and processed in the **EU** regardless of where you are geographically located. Read more about our servers security and compliance: [Certification \| Hetzner](https://www.hetzner.com/unternehmen/zertifizierung/) πŸ’‘Please let us know if you require another locality: Teamlead customer portal --- version: "v2022-10-27" language: "en" --- # Displaying Columns You can set up which attributes should be displayed within a grid as columns. Click on **Columns** to open the panel. Here you can select which columns to display. Use search to find a column by its name. ![image-20230428-053447.png](https://docs.teamlead.one/__attachments/a_d12cc96da3dd7f09eb110d4ef2782577375888c5650b171af438ee228ef3fdba/image-20230428-053447.png?cb=c732a6b6fe2b54cdd75ab965afc350be) --- version: "v2022-10-27" language: "en" --- # Filtering, Sorting \& Searching For Entries The Universal Directories section provides powerful filters that allow you to find entries in a user-friendly way. ## Filters Menu Expand the **Filters** menu and select one or more filters. Filters are independent of the displayed columns. Also, functions are available in relevance to the attribute type. ![image-20230428-053643.png](https://docs.teamlead.one/__attachments/a_6a1527f62c9a0741177a0b590bd6d507d4ab9d24f1b385742250344dcfef887d/image-20230428-053643.png?cb=106616d4b9b749ae08d75c704a66fa86) Click on the linked issue or directory entries to navigate to them and work with them further. No complicated queries are required! ![d4f88ef78d0c24b29f2b1cdcdd93df2d.gif](https://docs.teamlead.one/__attachments/a_464c3d96371db02f4b17f49e02bc16b0985d4a113f4c1fd442a091490a0ed053/d4f88ef78d0c24b29f2b1cdcdd93df2d.gif?cb=bc007efabcae69927a44d54b9e7b9953) ## Sorting Click on a column (or use the sorting menu) to sort its values. ![image-20230428-053551.png](https://docs.teamlead.one/__attachments/a_7d18b72a83bf5eac6c881675d8db2b3b8719e26afa35e14d6ed1a3dc59a14cd3/image-20230428-053551.png?cb=1ecfcfb8b25b97ff65742b0876226f23) Note that sorting is not available for attributes that contain links to issues or to other directory entries. --- version: "v2022-10-27" language: "en" --- # Installation \& Licensing ## Installation At first, the Universal Directories application should be added to your Jira. Read [how to find, add and manage the Cloud apps](https://support.atlassian.com/confluence-cloud/docs/manage-your-apps/) (Atlassian documentation). ## Licensing You can **trial Universal Directories free for at least 30 days** . Once the trial period is over, the cost of the app will be automatically included in your next bill for monthly cloud users, unless manually deactivated. Check the [Atlassian FAQ](https://www.atlassian.com/licensing/marketplace) dedicated to marketplace apps for more information. ### What will happen if unsubscribed? The Universal Directories sections (user section, issue panel) will keep visible yet the information won't be available. The Universal Directories custom fields will stay available. When subscribed again, the information from these fields will be synchronized to Universal Directories in case of changes. ### What will happen with data if my license is stopped? The Universal Directories section, custom fields and settings will not be available. However, the data itself will stay safe so you will easily proceed with the app after renewing the subscription. --- version: "v2022-10-27" language: "en" --- # Interlink Universal Directories Objects It's great to have the ability to store your data in a consistent way, like in a database. The Universal Directories app provides the attribute for manual linking an object to other objects and a read-only attribute for displaying the 'external' links of the current entry. Those are [**Directory**](https://wiki.teamlead.one/doc/catcl/attribute-types-their-characteristics-223446798.html#id-.AttributeTypes&TheirCharacteristicsv1.2-Directory) and [**Linked Directory Entries**](https://wiki.teamlead.one/doc/catcl/attribute-types-their-characteristics-223446798.html#id-.AttributeTypes&TheirCharacteristicsv1.2-LinkedDirectoryEntries) attributes respectively. **Why not displaying the external links automatically?** There are several reasons why we decided to make external links displaying manually controlled: * There is no need to overweight an entry with unnecessary info i.e. a *country* can be used as a reference in a way too many objects. Yet, not all these links carry a value for a user. Like, do you really need to see the 100500 links to cities under a country entry (especially you can get this information by simply filtering the cities in their directory)? Probably, not. Use the Linked Directory Entries wisely to display only the valuable information. * An object can be linked to another one via more than one attribute i. e. *Country of origin* and *Country of manufacturing* for a product. Automatical links will not give you the same setting options the good old manual-set attribute does. With the Universal Directories approach, you can display those countries in one or separate lists, display only one kind or not display at all. * Naming is something that shouldn't be ignored. Auto-links will require auto-naming that will be clumsy in contrast to a manually set name. For the same example above: products are not just *products* in relation to the *Country of manufacturing* . They are *Manufactured products* and also they are *Originated products* in relation to the Country of origin. **Why I cannot link entries both ways?** Consider that two objects cannot be on equal ground one with another. There are always an 'object' and its 'property' even if it is not always obvious. A short quiz "Wher is an object and where is a property" πŸ™‚ asset / owner πŸ˜‰ contact / company πŸ˜› employee / skill **So, how to link objects in Universal Directories?** **Step 1.** Define the object (i.e. *Employee* ) and add a **Directory** attribute to its template. Name it (i.e. *Location* ) and select a directory as a target one for fetching options from (*Countries*). Your employee template now allows user to select locations from the list of countries. ![image-20230428-052423.png](https://docs.teamlead.one/__attachments/a_3c18ca0766682adfdf4e315655b5b476f30fb7082e6a3a2dabe4394f604894b2/image-20230428-052423.png?cb=66ab726331a91d1c7e45bdd9c1816115) **Step 2.** Define if you need to get the statistics for a particular parameter. Maybe it's not necessary if the only statistics you want to get is the employee distribution by countries (you can just filter the list of employees). But if you want to get the information of the following kind -- *"Which countries we have our employees located but don't have an office opened yet?"* -- navigate to the relevant template (*country* ) and add the **Linked Directory Entries** attribute there with selecting employees as the target directory. You can add this attribute any time later, it will retrieve the information instantly. ![image-20230428-052408.png](https://docs.teamlead.one/__attachments/a_26ab098ede5d17a9dee6a8e007f350d35f22790d02818641f75a651c41f4764a/image-20230428-052408.png?cb=96de7e78911ed78005a010f360c11f33) Use the *Linked Via* setting if you link one directory to another via several attributes and want to display those links separately. --- version: "v2022-10-27" language: "en" --- # Link Issues And Universal Directories Objects ## Overview Linking issues with directories objects is a great chance to enrich issue with some information. The Universal Directories app provides the [combination of custom fields and a web-panel](https://wiki.teamlead.one/doc/catcl/linking-issues-universal-directories-objects-217025179.html) with all those fields with expanded functionality of managing objects. The field and the web-panel are synchronized in both ways, all changes are performed by the app technical user. Since Universal Directories needs to perform some actions within issues (update a relevant field by changing the value within the web-section), it must have the following project permissions: * Browse projects * Edit issues Ensure the Universal Directories technical user (as a single user or as an ***atlassian-addons-project-access*** project role) has these rights in the projects. By default, the role corresponding to apps has all project permissions. Those permissions are granted to apps by default. Read more: [Add-on permissions update (Atlassian blog)](https://confluence.atlassian.com/servicedeskcloud/blog/2017/02/add-on-permissions-update) Setting up selectors Navigate to **Universal Directories configuration β†’ Issue Fields** section and add a new field specifying its name, target directory the field should provide a selection from and type of selection -- single or multi. The Universal Directories web-panel in issues will contain this field with the ability to access and manage objects there. Also, the synchronized custom field will be automatically added to the list of custom fields. This field should not necessarily be added to screens, it will be updated by the app by any changes in the relevant field of the web-panel. However, you might need to add the field on screens, such as create or transition screen since the web-panel is only available on the view screen. ![image-20230428-052828.png](https://docs.teamlead.one/__attachments/a_b759eb43015d12a9af21125e7c84534b0eaabf538a662732786891d8da800f1b/image-20230428-052828.png?cb=23de3820b07ec278f3ec7cae1c6bf7ab) ## Field types Two types of field are available: * Single-select * Multi-select ## Restricting fields to projects You can easily hide the custom field by not displaying it on the issue screens. As for the web-section, you can manage its content by specifying in which projects a particular field should be displayed. Leave empty to display the field within the web-section in all projects. ![image-20230428-052817.png](https://docs.teamlead.one/__attachments/a_6f98b2d5e62797c39d7b10fcb9a79356ac83b8da7a65b92cb08aa7e3fc077a8e/image-20230428-052817.png?cb=658854ad8e217b0a57369821fd927bea) ## Showing only filtered options in a field Records query feature for Linked Objects allows you to hide options that are not relevant to use and as a result to make a list of options in the particular field more clear. We created a special query language that is pretty similar in use with Jira\`s stabdard JQL, but also has its own rules to be used: * Allowded keywords: AND, OR, NULL. ⚠ NULL keyword is required to be arounded with quotation marks. * Name of fields and its values has to be arounded with quotation marks. For example: *"Date" = "NULL" AND ("Number" \< "10" OR "name" \~ "user")) OR "Member of" IN (jira-admins-test-teamlead,site-admins)*. * There are some restrictions for operators and attributes being used: | **Operator / Attribute type** | **Text** **Long Text** | **Email** | **URL** | **Number** | **Date** | **User** | **Group** | **Directory** | **Linked Directory Entries** | **Linked Issues** | |-------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------| 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mark](/__attachments/a_5a269d5d5765bc492d25071340166d4f2bf9aa016275462d961c913dfc4febea/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) | ![cross mark](/__attachments/a_5a269d5d5765bc492d25071340166d4f2bf9aa016275462d961c913dfc4febea/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) | ![cross mark](/__attachments/a_5a269d5d5765bc492d25071340166d4f2bf9aa016275462d961c913dfc4febea/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) | ![check mark](/__attachments/a_2f4dd7410a1827618544b2820823117103eba697a3931c52302a05ad5c28ac6b/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) | ![check mark](/__attachments/a_2f4dd7410a1827618544b2820823117103eba697a3931c52302a05ad5c28ac6b/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) | ![check mark](/__attachments/a_2f4dd7410a1827618544b2820823117103eba697a3931c52302a05ad5c28ac6b/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) | ![check mark](/__attachments/a_2f4dd7410a1827618544b2820823117103eba697a3931c52302a05ad5c28ac6b/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) | ![check mark](/__attachments/a_2f4dd7410a1827618544b2820823117103eba697a3931c52302a05ad5c28ac6b/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) | | \~ (include) | ![check mark](/__attachments/a_2f4dd7410a1827618544b2820823117103eba697a3931c52302a05ad5c28ac6b/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) | ![check mark](/__attachments/a_2f4dd7410a1827618544b2820823117103eba697a3931c52302a05ad5c28ac6b/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) | ![check mark](/__attachments/a_2f4dd7410a1827618544b2820823117103eba697a3931c52302a05ad5c28ac6b/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) | ![cross mark](/__attachments/a_5a269d5d5765bc492d25071340166d4f2bf9aa016275462d961c913dfc4febea/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) | ![cross mark](/__attachments/a_5a269d5d5765bc492d25071340166d4f2bf9aa016275462d961c913dfc4febea/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) | ![cross mark](/__attachments/a_5a269d5d5765bc492d25071340166d4f2bf9aa016275462d961c913dfc4febea/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) | ![cross mark](/__attachments/a_5a269d5d5765bc492d25071340166d4f2bf9aa016275462d961c913dfc4febea/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) | ![cross mark](/__attachments/a_5a269d5d5765bc492d25071340166d4f2bf9aa016275462d961c913dfc4febea/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) | ![cross mark](/__attachments/a_5a269d5d5765bc492d25071340166d4f2bf9aa016275462d961c913dfc4febea/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) | ![cross mark](/__attachments/a_5a269d5d5765bc492d25071340166d4f2bf9aa016275462d961c913dfc4febea/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) | | !\~ (not include) | ![check mark](/__attachments/a_2f4dd7410a1827618544b2820823117103eba697a3931c52302a05ad5c28ac6b/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) | ![check mark](/__attachments/a_2f4dd7410a1827618544b2820823117103eba697a3931c52302a05ad5c28ac6b/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) | ![check mark](/__attachments/a_2f4dd7410a1827618544b2820823117103eba697a3931c52302a05ad5c28ac6b/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) | ![cross mark](/__attachments/a_5a269d5d5765bc492d25071340166d4f2bf9aa016275462d961c913dfc4febea/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) | ![cross mark](/__attachments/a_5a269d5d5765bc492d25071340166d4f2bf9aa016275462d961c913dfc4febea/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) | ![cross mark](/__attachments/a_5a269d5d5765bc492d25071340166d4f2bf9aa016275462d961c913dfc4febea/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) | ![cross mark](/__attachments/a_5a269d5d5765bc492d25071340166d4f2bf9aa016275462d961c913dfc4febea/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) | ![cross mark](/__attachments/a_5a269d5d5765bc492d25071340166d4f2bf9aa016275462d961c913dfc4febea/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) | ![cross mark](/__attachments/a_5a269d5d5765bc492d25071340166d4f2bf9aa016275462d961c913dfc4febea/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) | ![cross mark](/__attachments/a_5a269d5d5765bc492d25071340166d4f2bf9aa016275462d961c913dfc4febea/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) | * Query language is case sensitive: attribute name in a query should be spelled exactly the same way as it\`s written in a directory. * Only latin characters are supported for now. * If you have previously chosen options in the field and then applied a filter query, all chosen options will remain the same even it\`s not fit the query conditions anymore. But you still can remove these chosen options from the field anytime and then they won\`t be chown according to filter results. * Query validation is being applied according to gramatical rules: * for example, *NOT IN (Company)* expression is counted as incorrect since the valid query format should follow the order rules: \ \ \. * another example, *"name" \* "Tom"* is also counted as incorrect since the invalidness of the operator. * if the query is gramatically correct, but the operator is not suitable for the attribute type (for example, *"date" \~ "2022-12-31"*), then a filter will behave as saved, but work incorrectly (most likely won\`t show any options on the field). * "Records query" custom field could be added, edited and removed. If the field is empty (no query is applied) then all the field options from directory are available on the drop-down list. ## Examples of use for working with Records Query field **Case:**We\`re carrying on the Equipment directory to store all the devices our company has. There is a field "Decomissioned" that allows us to mark devices that are not in used anymore and track the others that are still could be used. We\`d like to link an emploee with a device that he/she will use. * issue fields: add a relevant query in Records Query field (*"Category" = "Hardware" AND "Decommissioned" != "Yes"*). * in the issue: choose a device from the list that contains only those deviced that is not decomissioned yet. ![image-20230428-052555.png](https://docs.teamlead.one/__attachments/a_2b56f2b3e30a91cc407e06d8d6c43644e02f5b33bb77f91b3c2465b08e82b1df/image-20230428-052555.png?cb=8008594478fd757b9e276629bc27888a) ## Displaying Linked Issues There is a **Linked Issues** [attribute](https://wiki.teamlead.one/doc/catcl/attribute-types-their-characteristics-217029054.html) that can be added to the object template to display the issues linked to the object and navigate to them quickly and simply. Linked issues are not displayed automatically in the entries since it's not always necessary. For example, you use a directory as a simple list of references. You always can find issues linked to a particular Universal Directories entry via Issue Navigator. However, sometimes it might be convenient to see the linked issues (or some of them) right within an entry. Just add a Linked Issues attribute while setting up your directory. Set the additional filters if required. The following are several examples of displaying linked issues in Universal Directories. ## Examples of use **Case 1.** We have a Services directory and allow our Service Management customers to select a service from the list of available ones. We'd like to know instantly how many unresolved issues there are for a particular service. * Add a Universal Directories custom field and put it on screens of the relevant project. Name it *Service*. * Add a **Linked Issues** attribute to the Services directory and set the additional JQL-filter: resolution is EMPTY. Name it *Open Service Requests*. **Case 2.** We manage the workflow of a book exchange and need to specify the book to give and a book to take in each issue. We'd like to know which books were taken mostly. * Add a Universal Directories custom field, set up a selection from the *Books* directory and call it *Book to give*. * Add a Universal Directories custom field, set up a selection from the *Books* directory and call it *Book to take*. * Add a **Linked Issues** attribute to the Books directory and specify ***Linked via field(s*** ) = *Book to take.* --- version: "v2022-10-27" language: "en" --- # Linking Issues \& Universal Directories Objects Linking issues with Universal Directories objects is a great chance to enrich issues with information or enrich a Universal Directories entry on the other hand. There are two ways to link Universal Directories objects to issues within issues: * using the web-panel * via the custom field The custom field and section are synchronized and both allow you to select an object from a related directory. Two types of fields are available: * single selection from a directory * multi-selection from a directory A Jira admin can [create as many fields as required](https://wiki.teamlead.one/doc/catcl/link-issues-and-universal-directories-objects-217027179.html) and restrict them to particular projects. ## Link a Universal Directories object with an issue You may meet the Universal Directories custom fields on any screen your admins put it. Also, you can link an object using the web-panel on the right side of an issue. Both opinions work like a standard *Select List* field that allows you to link an issue with a Universal Directories object in a familiar and convenient way. ![image-20230428-053735.png](https://docs.teamlead.one/__attachments/a_5a31e815538786958390da2669fd7418703a954179f8a69e832097193253b038/image-20230428-053735.png?cb=d15f03d2982bd00084af8f2407e6ee31) ## Open, edit and unlink an object Linked objects are accessible on the web-panel to the right in an issue. Here you can not only link an object but also unlink it (the *Clear* button), open the car to browse and edit the object information according to your [permissions](https://wiki.teamlead.one/doc/catcl/permissions-217025175.html). ![ezgif-2-f42e49cf7d.gif](https://docs.teamlead.one/__attachments/a_52383cbf3fd4eaddfec2c7bf1ccabf095a3732f311410cf45ad485c8972e7517/ezgif-2-f42e49cf7d.gif?cb=042af0260c1efd4af0509b78967a34a4) ## Searching for issues linked to an object You can search and filter issues by linked Universal Directories objects using the same methods as for regular *Select Lists* in both -- Basic and Advanced -- modes. ![image-20230428-053826.png](https://docs.teamlead.one/__attachments/a_e54235cc392dc78efe37ac18290c785f4a588f2d189354cdd507abb51ce2c088/image-20230428-053826.png?cb=c678feb2098383544464ca3b8788d2e4) ![image-20230428-053833.png](https://docs.teamlead.one/__attachments/a_6676f18d0270ba80c78ed813d5cc830c635dcb385490c47053f1896e24d246fe/image-20230428-053833.png?cb=9bcfc9d128bf03ca746ab9b744e0afe1) Also, the linked issues can be displayed within the Universal Directories, you can search and filter the entries by the linked issues. Read more: [Filtering, Sorting \& Searching For Entries](https://wiki.teamlead.one/doc/catcl/filtering-sorting-searching-for-entries-217029135.html) --- version: "v2022-10-27" language: "en" --- # Location And Structure If you have relevant [permission](https://wiki.teamlead.one/doc/catcl/permissions-217025175.html), you can see the link to the **Universal Directories** app in the Apps section on the upper panel of Jira. ![image-20230428-053253.png](https://docs.teamlead.one/__attachments/a_8c3aaadf8ed222313011054beb745af5cf19fe61f48f04fec3fc08252b52ac82/image-20230428-053253.png?cb=331cb5eafc9cb83e375900473c0681cf) The Universal Directories section contains the list of directories with some information about each of them. Click on a directory to browse its content. Directories can be added only by Jira Administrator who also set up their structure. A directory contains the list of entries with some of their parameters displayed "on the surface" (within the grid). You can open an entry to browse all available information. ![image-20230428-053303.png](https://docs.teamlead.one/__attachments/a_e5522cbe134d59f89f71b7085ae7e3015adf61f596f0c891dd90e204dc1bdb7e/image-20230428-053303.png?cb=3cfac16fbee70163564d1a91ab6f73a5) [Next Page](https://docs.teamlead.one/llms-full.txt/1)