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TeamDynamix lets you define one or more Calendar Feeds that can be used by an external calendar tool to view calendar entries outside the TeamDynamix system. This article describes how to set up each calendar feed. See the related article Syncing the TeamDynamix Calendar with External Calendars for information about how to add a calendar feed to your external calendar application.
Create an Advanced Personal Calendar
Calendar feeds can be defined that 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 shows items added to your My Work application.
- Report Builder Report - This lets you choose any report builder report 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.
- Click Save.
Creating Project Calendar Feeds
Calendar feeds can be created for a project and include Tasks, Issues, Events, and Time Off.
Follow these steps to create a project feed:
- In Work Management, navigate to View Applications, and select the Project application.
- Click the project Name in the left navigation under Projects.
- Click Calendar Feeds in the left navigation.
- Click Add to add a new feed.
- Alternatively, navigate to Calendar > Feeds > My Calendar Feeds 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.
- Click Save.
Note: Only the project's managers can view the Calendar Feeds section.
Working with Calendar Feeds
Once you create a Calendar Feed, it will appear in My Calendar Feeds. Project feeds will also display within the Calendar Feeds section of the project. 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 Syncing 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).