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Project Agenda

What calendar events show on the project agenda

Dixie Willard avatar
Written by Dixie Willard
Updated over 10 months ago

Project Agenda

To access your project Agenda, click on the Overview icon in your project navigation menu.

What is visible on the Project Agenda?

Clients

Clients can see the Project Agenda, but not all items are visible to them.

  • Calendar Events - clients can only see project calendar events to which they have been added

  • Appointments - clients can see booked appointments for that project

  • Tasks - clients can only see project tasks on which they are an assignee

  • Shipment ETAs - clients cannot see shipment ETAs

Team Members

​Team members can only see the project Agenda if they are on the project and they have the view or higher calendar permissions.

  • Calendar Events - team members can only see project calendar events to which they have been added

  • Appointments - team members with view permissions or higher on Appointments can see booked appointments for that project

  • Tasks - team members will only see project tasks on which they are an assignee

  • Shipment ETAs - team members with view permissions or higher on Orders can see shipment ETAs for that project


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Happy designing!

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