Calendar View
Overview
Calendar View — Business Overview
Calendar View is a business tool in Dafater that allows teams to see important activities, tasks, and events laid out visually by date. Instead of reviewing lists or reports, users can view work schedules, deadlines, and planned actions in a calendar format, making it easier to manage time, priorities, and commitments.
What Calendar View Is Used For
Calendar View is used to:
- Visually track business activities by day, week, or month
- Monitor deadlines, appointments, and scheduled work
- Improve planning and coordination across teams
- Ensure important business actions are not missed
It helps businesses move from reactive task handling to proactive time and workload management.
Prerequisites and Setup Requirements
Before using Calendar View effectively, the following should be in place:
- Business records such as tasks, meetings, activities, or assignments should already exist in Dafater
- These records must have clear dates (start dates, end dates, or due dates)
- Users should have clarity on which type of activity they want to monitor in the calendar
Once these basics are in place, Calendar View can be used without additional setup.
Typical Workflow and Business Usage
- Business users create tasks, events, or scheduled activities in Dafater
- Each activity is assigned a relevant date or time period
- Calendar View automatically displays these activities on the calendar
- Managers and team members review the calendar to:
- Plan upcoming work
- Balance workloads
- Identify scheduling conflicts
- Activities are completed, rescheduled, or reprioritized based on calendar insights
Calendar View becomes a daily reference point for planning and execution.
Key Business Scenarios Where Calendar View Is Essential
Calendar View is especially valuable in scenarios such as:
- Task and Deadline Management: Tracking due dates for operational or administrative work
- Team Planning: Viewing who is busy and when, to allocate work effectively
- Meeting and Appointment Scheduling: Ensuring no overlaps or missed commitments
- Operational Oversight: Giving managers a clear picture of what is happening across the business at any time
- Follow-ups and Reviews: Making sure recurring or time-sensitive actions are handled on schedule
Important Considerations for Users
- Calendar View depends on accurate dates — incomplete or incorrect dates reduce its usefulness
- It is a planning and visibility tool, not a replacement for detailed records
- Regularly reviewing the calendar helps prevent last-minute issues and missed deadlines
- Users should update activities promptly when dates change to keep the calendar reliable
Business Value Summary
Calendar View helps Dafater users see time as a shared business resource. By turning schedules and deadlines into a clear visual format, it supports better planning, accountability, and smoother daily operations across the organization.
Basic Information
- Module: Desk
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| reference_doctype | Reference Document Type | Link | ✓ | DocType | Dafater document type providing records for calendar events |
| subject_field | Subject Field | Select | ✓ | - | Field used as event title in Dafater calendar view |
| startdatefield | Start Date Field | Select | ✓ | - | Field defining event start date for calendar display |
| enddatefield | End Date Field | Select | ✓ | - | Field defining event end date for calendar display |
| all_day | All Day | Check | - | Marks event as all-day without specific time |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Desk User | ✓ | |||||
| System Manager | ✓ | ✓ | ✓ | ✓ |