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Go to the record type page for which you want to view the calendar.

Create a calendar view, as described in the article Manage record views.

The records associated with the record type you selected display as bars in a calendar. The color of the bars matches the color of the record icon, by default.

Do one of the following to navigate through the calendar:

• Click the left and right icons in the upper-left corner of the calendar or use the horizontal scroll to move backwards and forwards in the calendar.

• Click Today in the upper-right corner to center the calendar to today’s date.

• Select one of the following options from the time frame drown-down menu to update the time increments:

  • Month: Records display in a monthly calendar.

  • Week: Records display in the following areas:

    • Records that span over multiple days display at the top of the calendar.
    • Records that last a day or less, display in the lower half of the calendar view. If you selected to display the hour of he Start and End Dates, the record displays at the appropriate time within the day that it occurs.

(Optional) Click the Full screen icon to open the view in full screen, then the Exit full screen icon or Escape on your keyboard to exit the full screen.

Update the following view elements as described in the subsections below:

• Filters
• Settings

Create a calendar view for a record type page, as described in the article Manage record views.

Select a calendar view, then click Filters in the upper-right corner of the table.

Click Add condition and add the following information:

• Select a field that you want to filter by

• Select an option (or a filter modifier) to define what kind of condition the field must meet

  The table below displays the available modifiers for each type of field.

  table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2
  Field type	Modifiers
  Single-line, Paragraph, Formula	Contains Does not contain Is Is not Is empty Is not empty
  Single-select	Is Is not Is any of Is none of Is empty Is not empty
  Multi-select, People	Has any of Has all of Is exactly Has none of Is empty Is not empty
  Number, Percentage, Currency	= ≠ < > ≤ ≥ Is empty Is not empty
  Date	Is Is not Is after Is before Is between Is not between Is empty Is not empty
  Checkbox	Is

• Select a value for the field selected.

There is no limit to how many filtering conditions you can add.

(Optional) Click Add condition to add another filtering option and repeat the above steps. The number of filters applied displays to the left of the Filters icon.

Click the following operators to indicate how the filter conditions are joined and should be applied:

• AND: All specified conditions must be met.
• OR: Any of the specified conditions must be met. This is the default option.

1. (Optional) Add additional AND or OR operators between multiple condition groupings.

   

The list of records is filtered automatically.

(Optional) Click the x icon to remove a filter condition.

(Optional) Click Filters to close the filters box.

Create a calendar view for a record type, as described in the article Manage record views.

Click Settings.

Click Date and time in the left panel, then select a Start date and an End date to display on the calendar. You can choose the default Start and End dates, or you can choose any date field available.

The bars representing the records start on the date that you indicate for the Start date and end on the date corresponding with the End date.

Click Bar style in the left panel, to indicate what information you want to display on the record bars.

The primary field (or title) of the record, as defined in the record’s table view, is selected by default.

(Optional and conditional) If you added thumbnails to records, select the Thumbnail option to display the image associated with records in their record bar.

Click Add field, then click inside the Search fields box, and click the field you want to add.

A preview of what the bars will look like on the calendar displays on the right.

Click Color in the left panel, to customize the colors of the records on the calendar.

In the Set record color to section, select from the following options to set a color for the records:

• Record type: The color of the record bars in the calendar matches the color of the record type you selected. This is the default option.
• Field values: The color of the records matches the color of a field that you specify.
• None: Records displays in a white bar.

(Conditional) If you selected Field values for the record colors, select a field from the Match the record color to drop-down menu.

Only fields with color-coded options display in the drop-down menu.

For example, multi-select or single-select fields can have color-coded options.

If you do not have a field with color-coded options for the selected record type, this option is dimmed.

Click Save.

The records display in the calendar view with the specifications that you selected.