Calendar Beta
Overview
Open Calendar from the dashboard and work in the main schedule view.
Before you start
Before you start
- Sign in at my.aicountly.com with your Aicountly account.
- Calendar is personal to your sign-in. You do not need to choose a company, branch, or financial year first, and it does not change when you switch them in Manage.
- Optional: to see Google or Microsoft events in Calendar, have that account’s sign-in ready. Connecting is always your own choice.
Steps
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Step 1: Sign in at my.aicountly.com, open Calendar from the launcher, and scan the Dashboard for today’s schedule and priorities.
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Step 2: Open Calendar for day, week, month, or agenda views of your events.
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Step 3: Choose New event when you need to add a meeting, a deadline, or a personal event. Set a reminder or a repeat on it only if you want one.
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Step 4: Open Priorities or the Compliance Calendar when you want to see what is coming up.
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Step 5: An event another product added for you, such as an Appointments booking, is changed or cancelled in that product; Calendar names it.
Show this as a diagram
flowchart LR
A[Sign in via my.aicountly] --> B[Open Calendar]
B --> C[Dashboard overview]
C --> D[Calendar view]
D --> E{Next?}
E -->|Create| F[New event]
E -->|Review| G[Priorities / Compliance Calendar]
Ready? Try it now.
Open Calendar in a new tab and follow along.