TeamDynamix allows you to define one or more Calendar Feeds, which can be used by an external calendar tool to view calendar entries outside of the TeamDynamix system. This article describes how to set up each of the calendar feeds. See the related article Sync the TeamDynamix Calendar with External Calendars for information about how to add a calendar feed to your external calendar application.
Calendar feeds can be defined which use a data source to create an external calendar view. Follow these steps to configure an advanced personal calendar:
- Navigate to the My Calendar Feeds page. This can be accessed in one of the following ways:
- From the Calendar application, click the Feeds button.
- Navigate from your profile's settings page (Click [Your Name] > My Profile > Settings > View My Calendar Feeds.
- Click Add Personal Feed and choose the type of feed you want to add:
- Event Calendar - This will let you choose between Calendar Events, Project Tasks, Issues, Time Off, and Tickets, similar to the filtering in the Calendar application.
- My Work Calendar - This will show items that have been added to your My Work application.
- Report Builder Report - This will let you choose any report builder report that is configured to include a Gantt chart (which therefore has start and end dates for each item). The report builder report must already be built and you must be able to access it.
- Ticket Calendar Search - This will let you choose a saved Ticket Calendar search.
- Ticket Search - This will let you choose a saved Ticket Search.
- Enter a Name for the calendar feed. This name is used within the external calendar application, so it should be user-friendly.
- Choose whether the feed should be active. If the feed is inactive, it will be unusable by external applications until it is reactivated.
- Fill in the other options based on the type of feed you are creating.
- Save.
Project/Workspace Feeds
Calendar feeds can also be created for a project or workspace. These can include Tasks, Issues, Events and Time Off within one project or workspace. Follow these steps to create a project/workspace feed.
- Open the Project or Workspace in TDNext, then select the Calendar Feeds section.
- Click Add to add a new feed.
- Alternately, navigate to the My Calendar Feeds page as described above and click Add Project/Workspace Feed.
- Enter a Name for the calendar feed. This name is used within the external calendar application, so it should be user-friendly.
- Choose whether the feed should be active. If the feed is inactive, it will be unusable by external applications until it is reactivated.
- Select a Project/Workspace.
- Choose which types of calendar entries should display in the feed.
- Save.
Note: Only the project's managers or workspace's owners can view the Calendar Feeds section.
Working with Calendar Feeds
Once you have created a Calendar Feed, it will display in My Calendar Feeds. Project/Workspace feeds will also display within the Calendar Feeds section of the project or workspace. You can download a feed using the URL field, edit the settings, regenerate the URL, or delete the feed. Regenerating a URL will make previously downloaded feeds invalid and create a new URL for the feed.
Once you have downloaded the feed file, use the instructions in the related Sync the TeamDynamix Calendar with External Calendars article to add the feed to an external calendar application.
Gotchas & Pitfalls
- Remember that all Calendar Feeds reflect from (today - 1 month) to (today + 2 months).