Calendar
Six weeks by seven days, and three kinds of thing in the same grid: the events your team enters, the dates your tasks already carry, and the entries of calendars published somewhere else. Only the first of those is stored here — the other two are drawn from where they already live, which is what stops them ever disagreeing with it.
A month you can read without opening anything
A day shows its number and then as much of that day as the cell has room for, each event on its own line, earliest first. When there is more than fits, the last line says how many did not — as “+3”. Nothing is ever dropped silently. How many lines fit is not a fixed number either: it is measured from the height of the grid and the size of the font, so a taller window gives every day more lines instead of more empty space.
- Light green — something happens on this day
- A deeper green — today
- Grey — a day from the month before or after, there so the week is whole
- The ISO week number down the left, W1 to W53 — the week the rest of Europe means by “week 34”
Click a day, read the day
A single click opens that day in the list on the right and leaves the grid exactly where it is — including a click on one of the grey days, which opens its real date without dragging the whole page off to another month while you are reading it. The list is the day in full: events, task dates and subscribed calendar entries together, earliest first, with the time in the first column. The heading of that column says which day you are looking at, and the day itself is in bold in the grid.
- The two arrows beside the month name are the only thing that moves the grid
- TODAY (F10) comes back to this month and selects today
- A double click on a day creates an event on it
- Where the month changes the day carries its name — 31. July, 1. August
An event, and what it can drag along with it
NEW (F7), or a double click on the day. The dialog asks for a name and a time; everything else can be left as it is. Selected date/time is the whole answer to WHEN — the hour and minute boxes write into it as they are turned, so the field is never half the truth. Product/Project decides who can SEE the event, by exactly the rule tasks already use: left on (none) it is public, otherwise only the users assigned to that project ever see it.
- Repeat it daily, weekly, monthly or yearly — the rule is stored, not a pile of copies
- A monthly repeat on the 31st falls on the 28th in February rather than skipping it
- Send an e-mail reminder for it
- “Also create task” makes a real task on the Tasks tab — a copy, not a link
- If something is missing the dialog says so and STAYS OPEN, with everything you typed still in it
Your tasks are already in it
A task with a finish date, or an alert date on a different day, appears in the calendar without anybody copying it there. It is marked [task] in the day list and tinted in the grid, and it cannot be edited or deleted from the calendar — because it is not stored in the calendar. Change the date on the Tasks tab and the month follows, since there is only ever one copy of it. That is the whole reason a CRM calendar is worth more than a calendar: the deadlines are already in the system that gave them to you.
- A finish date and an alert date on a different day both show
- Moving the task moves the calendar entry, with nothing to keep in step
- Double-clicking a borrowed line says where it really lives, rather than doing nothing
Calendars somebody else publishes
Up to four published .ics calendars can be shown in the grid beside your own events — a shared team calendar, the public holidays of the country you sell into, a partner's availability. They are READ ONLY, and deliberately so: Wise CRM draws what the published file says and never writes anything back into a calendar that belongs to somebody else. The subscriptions live in mail.txt, on the machine, and never on the server — a subscription address is a credential, which is exactly what “secret address in iCal format” means in Google Calendar.
- Google Calendar, Outlook, or any address that serves an .ics file
- A local .ics file works too — give a path instead of an address
- The tick box turns them on; REFRESH (F8) fetches them again
- Downloaded in the background, so a slow server never freezes the program
The keys
The Calendar tab is F5. Inside it, everything worth doing twice has a key.
- F5
- The Calendar tab
- F7
- New event on the selected day
- F8
- Re-read the calendar, the tasks and the subscribed calendars
- F9
- Delete the event selected in the day list
- F10
- Go to this month and select today
What it replaces
Not a calendar application — you have one of those. What it replaces is the gap between it and the work.
- The second calendar somebody keeps for work deadlines only
- Copying a task's due date into Outlook by hand, and then again when it moves
- “When is the pilot review?” in the group chat
- The shared calendar nobody can see who owns
See it on your own month
Wise CRM is free to download and free to try on the demo licence. The calendar is on the fifth tab.