1) Log in to Nextcloud and navigate to Nextcloud Calendar as described here.
2) Navigate to an existing event
If the specific timeslot or existing event is visible on the calendar displayed, you have already navigated to the event. If the event is not visible on the calendar displayed, use the directions below to navigate to the event.
Note: Make sure the calendar which contains the event is itself visible (not hidden). If that specific calendar is hidden, make the calendar visible as described here.**
The user can navigate to an existing event in a calendar by using the “previous” or “next” button (see section 2a below).
OR
The user can navigate to an existing event in a calendar by using the mini-calendar (see section 2b below).
2a) Navigate to an existing event using the “previous” arrow or “next” arrow
- At the top of the left sidebar, there is an arrow to the left and an arrow to the right of either the day, month, and year currently displayed (when using Day view), the week number and year currently displayed (when using Week view), or the month and year currently displayed (when using Month view or List view).
- The arrow to the left is the “previous” arrow and the arrow to the right is the “next” arrow.
- Once you have navigated to the calendar page which contains the event, you can click on the event name to select the event and begin editing (see steps 3a and 3b below).
2b) Navigate to an existing event using the mini-calendar
- At the top of the left sidebar, click on the date (Day view), week number (Week view), month and year (for Month view and List view), or year (for year view). The mini-calendar appears (in “year view” the mini-calendar is simply a list of years).
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If the event date is not located on the page displayed on the mini-calendar, use the navigation arrows to get to the relevant month
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- The “previous” single arrow moves the mini-calendar to the previous month. The “next” single arrow moves the mini-calendar to the next month.
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- The “previous” double arrow moves the mini-calendar to the previous year (or previous list of years in “Year” view). The “next” double arrow moves the mini-calendar to the next month (or next list of years in “Year” view).
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3a) Open the event editor from “Month” or “Year” calendar view
- In “Month” or “Year” calendar view, click on the event’s title on the day the event occurs. This opens the event information popup.
- Click the “Edit” button in the event information popup (see first screenshot below).
- The event editor appears (see second screenshot below).
3b) Open the event editor from “Day” or “Week” calendar view
- In “Day” or “Week” calendar view, click on the event title on the day and time it occurs. This opens the event information popup (see first screenshot below).
- Click on the “Edit” button in the event information popup. The event editor appears (see second screenshot below).
3c) Open the event editor from “List” calendar view
* In "List" calendar view, click on the event title on the day and time it occurs. This opens the event information popup (see first screenshot below).
- Click on the “Edit” button in the event information popup. The event editor appears.
Edit An Event Using The Event Editor
The event editor can be used to modify certain characteristics of the event as described in steps 4-14 below. Other modifications to the event must be performed using the advanced sidebar editor.
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4) Assign an event to a different calendar
- Note that a calendar name appears in the upper left hand corner of the event editor. Click the arrow to the right of the calendar name. A dropdown appears which shows the calendars for which the user has write access, including calendars that are hidden.
- Click on the name of the calendar to which you would like to assign the event. The calendar name in the upper left hand corner of the event editor changes to the name of the selected calendar.
5) Rename an event
Click on the “Event title” field in the event editor. Type in the name you would like to give the event.
6) Change event start and end date and times
There are two methods which can be used to change an event start or end date.
First Method
- To use the first method of changing the event start or end date, click on the date in either the “To” or “From” field in the event editor. Type in the desired start or end date.
Second Method
* To use the second method of changing the event start or end date, click on the calendar icon in either the "To" or "From" field of the event editor. A mini-calendar appears. Navigate to the desired date. Click the desired date on the mini-calendar.
7) Select a time zone
- To change the time zone, click on the name of the selected time zone (next to the globe icon) in the event editor. This brings up a time zone dropdown to the right of the “From” and “To” fields’ dropdowns.
- Click on the arrow to the right of the time zone dropdown. The time zone dropdown expands. Find and click on the desired time zone (city name) to select it.
- Note that after clicking the arrow on the right of the time zone dropdown that it is possible to search/bring a time zone (city name) to the top of the list. This is done by typing the time zone (city name) into the top of the time zone dropdown. Click the desired time zone (city name) to select it.
- The new time zone will be saved when you click the “Update” button in the event editor. Note that the event editor’s “Update” button does not have to be clicked until you have modified all event information desired.
8) Schedule an all-day event
- Instead of selecting a specific time for an event, you can block off an entire day by clicking the checkbox next to “All day” in the event editor.
- The new, all-day event time will be saved when you click the “Update” button in the event editor. Note that the event editor’s “Update” button does not have to be clicked until you have modified all event information desired.
9) Modify event location
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List the location or locations of the meeting by clicking on the “Add a location” field of the event editor and typing in the location or locations of the meeting.
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The new event location will be saved when you click the “Update” button in the event editor. Note that the event editor’s “Update” button does not have to be clicked until you have modified all event information desired.
10) Add or edit an event’s description
- Click on the event editor’s “Add a description” field. Type in any details you want added to the information about the event.
- The event description will be saved when you click the “Update” button in the event editor. Note that the event editor’s “Update” button does not have to be clicked until you have modified all event information desired.
11) Add attendee and send event invitation
- Click on the “Attendees” field in the event editor. This opens up the “Attendees” search field and dropdown. Type in the name of the email, user, attendee, contact group, or team you would like to add as an attendee. When the desired name appears in the dropdown, click on it to add as it as an attendee. You can do this multiple times to add multiple event attendees.
- Invited attendees will be saved when you click the “Update” button in the event editor. Note that the event editor’s “Update” button does not have to be clicked until you have modified all event information desired.
Note: When an attendee is added to an event, an invitation will automatically be sent to the attendee. This is indicated under the invited attendee’s name at the bottom of the event editor. Alternately, if an invitation has been accepted or declined this will show under the invited attendee’s name.
12) Request a reply to an invitation or remove a requested reply to an invitation
- At the bottom of the event editor, the “three dots” icon is to the right of the invited attendee’s name. Click on the “three dots” icon. A dropdown appears. The checkbox next to “Request reply” is automatically checked. A reply request is scheduled to be sent if this is checked. Remove the check by clicking the checkbox to prevent the reply request from being sent to an invited attendee.
- The reply request status will be saved when you click the “Update” button in the event editor. Note that the event editor’s “Update” button does not have to be clicked until you have modified all event information desired.
13) Assign an invited attendee an event role
- At the bottom of the event editor, the “ellipsis” icon (three dots) is to the right of a specific invited attendee’s name. Click on the three dots. A dropdown appears.
- There are four roles listed in the drop down (Chairperson, Required Participant, Optional Participant, and Non-participant). Each role has a radio button to its left. Click the radio button next to the role which you would like to assign the specific invited participant. To remove an assigned role, click an already-selected radio button to the left of the role.
14) Remove an invited attendee
- At the bottom of the event editor, the “ellipsis” (three dots) icon is to the right of the invited attendee’s name. Click on the three dots to the right of the specific invited attendee’s name. A dropdown appears.
- Click the “Remove attendee” icon next to the trashcan to remove the attendee from those invited to the event. The attendee’s name disappears immediately from the event editor, but the attendee is not actually removed from the event until the “Update” button is clicked.
Step 15 describes how to open the advanced sidebar editor. Sections 16-30 are accessed through the advanced sidebar editor.
15) Open the advanced sidebar editor
15a) Open the advanced sidebar editor from the event information popup
The event information popup must be open as described in steps 3a, 3b, and 3c above.
Follow the directions below:
15b) Open the advanced sidebar editor from the event editor
The event editor must be open (steps 3a and 3b above describe how to open the event editor).
Click on the “More details” button in the event editor popup. The advanced sidebar editor appears.
Note that the advanced sidebar editor has an update button at the bottom if the event is non-recurring. If the event is recurring, both an “Update this occurrence” and an “Update this and all future” appear at the bottom of the advanced sidebar editor. A click on either of these buttons saves changes made to an event in the advanced sidebar editor.
16) Add a Nextcloud Talk conversation to a Calendar event
Open the advanced sidebar editor as described here.
Click on “Add Talk conversation”. The “Add talk conversation” popup appears.
A Nextcloud Talk conversation can be added to a Nextcloud Calendar event by either creating a new Talk conversation or by adding an existing Talk conversation.
16a) Add a new conversation to an event
A new Nextcloud Talk conversation can be added by clicking on the “Create a new conversation” button in the “Add Talk conversation” popup.
The new Talk conversation is added to the Calendar event. The link for the attached conversation appears in the “Description” field of the advanced sidebar editor.
16b) Add an existing conversation to an event
Add an existing conversation to a Nextcloud Calendar event by clicking on the desired conversation name in the “Add talk conversation” popup and then clicking the “Select conversation” button.
The existing Talk conversation is added to the Calendar event. The link for the attached conversation appears in the “Description” field of the advanced sidebar editor.
17) Select the overall status of an event
Open the advanced sidebar editor as described here.
Click on the “Confirmed” dropdown. Select “Confirmed”, “Tentative”, or “Canceled” from the dropdown and click to select as the event status. Event status is visible when others view the event.
18) Assign a visibility level to an event
Open the advanced sidebar editor as described here.
Click on the “When shared show full event” dropdown
Select “When shared show full event”, “When shared show busy”, or “When shared hide event” from the dropdown. Click to select desired event visibility level .
19) Select whether or not to count an event as “busy” time when scheduling other events
Open the advanced sidebar editor as described here.
Click on the “Busy” dropdown. Select “Busy”, or “Free” from the dropdown and click to select the desired choice to categorize an event as “Busy” time or “Free time”.
20) Tag a Nextcloud Calendar event with a category
Open the advanced sidebar editor as described here.
Click on the “Search or add categories” dropdown. You may type in the name of the category to bring it to the top of the dropdown. Click on the desired category from the dropdown to select it.
To create a category to assign to an event, click on the “Search or add categories” dropdown. Type in the name of the category you wish to add. Click on the category name to both select it and add it.
21) Change an event’s color code
Open the advanced sidebar editor as described here.
Click on the colored circle to the right of the “eyedropper” icon. The color palette popup appears.
Option 1, Select A Standard Color
- Click on the desired color to assign it as the event’s color code (the color associated with it on the calendar). Click the choose button.
Option 2, Select A Custom Color
- Click on the “three dots” icon in the color palette popup. The custom color selector popup appears. Drag the slider or click on the color field to select a custom color. Click the choose button.
22) Add an event reminder interval
Open the advanced sidebar editor as described here.
Click on the “+ Add reminder” dropdown. Click on the desired event reminder interval. Be sure to click the “Update” button to save the event reminder interval type.
23) Edit event reminder interval duration
Open the advanced sidebar editor as described here.
Follow the instructions below.
24) Edit event reminder type (Notification or Email)
Open the advanced sidebar editor as described here.
Follow the directions below.
25) Edit event reminder interval type (“Relative To Event” or “On Date”)
Open the advanced sidebar editor as described here.
Click the three dots to the right of the reminder in the advanced sidebar editor.
Click the radio button next to “Relative to event” to receive a reminder at a set time relative to the event. OR Click the radio button next to “On date” to receive a reminder on the date of the event.
26) Remove an event reminder
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Open the advanced sidebar editor as described here.
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Follow the directions below.
27) Set up or edit a recurring meeting
Open the advanced sidebar editor as described here.
27a) Setting a meeting to recur for the first time
When section 27a is completed, go to section 27c.
27b) Editing recurring meeting settings for an event that is already set to recur.
27c) Customize the recurring meeting interval
If “day” is selected in the dropdown
If “week” is selected in the dropdown
A “Repeat every” numeric field appears. Click on the “Repeat every” field and type in the number of weeks after which the recurring meeting will recur.
A calendar showing the days of the week also appears. Click on the desired day(s) of the week on which you would like the meeting to repeat. Note that the day(s) of the week selected are highlighted in a darker blue.
If “month” is selected in the dropdown
A “Repeat every” field appears. Click on the “Repeat every” numeric field and type in the number of months after which the recurring meeting will recur.
Choose between scheduling the recurring event on a given numeric day of the month OR by scheduling the recurring event on a specific instance of a day of the week. See directions below.
Follow the directions below.
If “year” is selected from the dropdown
A “Repeat every” numeric field appears. Follow the directions below.
Choose between scheduling the recurring event on a given numeric day of the month OR by scheduling the recurring event on a specific instance of a day of the week. See directions below.
27d) Choose when a meeting stops recurring
Regardless of whether “day”, “week”, or “year” is selected as the event repeat unit, the “End repeat” dropdown appears.
Follow the directions below to select a recurring meeting end date type.
If “on date” is selected
If “on date” is selected in the “End repeat” dropdown, a date field appears.
The “End repeat” date can be assigned by either:
Option 1: Clicking on the date in the date field and typing in the desired end repeat date over the existing end date.
OR
Option 2: Click on the calendar on the right of the date field. A mini-calendar appears. Navigate to the desired recurring meeting end date and click on it.
If “after” is selected
If “after” is selected in the “End repeat” dropdown, a numeric field appears. To assign the number of times after which a meeting will no longer repeat, type in the desired number of times in this numeric field.
28) Add an attachment to a calendar event
Open the advanced sidebar editor as described here.
In the advanced sidebar editor, click on the “+” icon to the right of “No attachments”. A dropdown appears.
29) Remove an attachment from an event
Open the advanced sidebar editor as described here.
Files that are attached to the event are listed at the bottom of the advanced sidebar editor (below the number of attachments).
Click the “X” to the right of the name of the file you wish to remove from the event. The file’s name no longer appears in the advanced sidebar editor.
Click the “Update” button at the bottom of the advanced sidebar editor to remove the event. The event’s removal is not saved unless the “Update” button is clicked, even if the file name is no longer visible.
30) Find a time for when both you and the event invitees are free
30a) View event invitees’ availability calendars
Open the advanced sidebar editor as described here.
Click on the “Attendees” tab. The “Find a time” button is located underneath the list of invited attendees. Click the “Find a time” button.
The “Availability of attendees, resources and rooms” popup appears. This popup displays the availability of both you and the invited attendees on a single calendar.
Note that you can use various means to display a specific date’s availability calendar (see below). You can use also the slider (below the calendar) to slide the calendar right and left.
The names of event attendees (and, if selected, event rooms and resources), their availability schedules, and a key showing what the different colors in the availability schedules represent are all visible in the “Availability of attendees, resources, and rooms” popup
30b) Use Nextcloud Calendar to automatically select a time slot for an event when all attendees are free
Open the advanced sidebar editor as described here.
Click on the “Attendees” tab and then the “Find a time” button".
The “Availability of attendees, resources, and rooms” popup appears.
Click the “Select automatic slot” dropdown. Time slots when all attendees are available are listed on the dropdown. Click on the desired time slot to select it.
Once you have selected an automatic time slot for the event, the “Select automatic slot” dropdown will read “Suggestion accepted” and the event’s scheduled date and time appears below that. Click the “Done” button to return to the advanced sidebar editor.
See sections 30d and 30e for a description of how to add and delete an attendees’ availability schedule(s) when finding mutual free time for an event.
30c) Manually select a time slot for an event when all attendees are free
Open the advanced sidebar editor as described here. Click on the “Attendees” tab and then the “Find a time” button.
The “Availability of attendees, resources, and rooms” popup appears.
30d) Add a user to the free time scheduler
Open the advanced sidebar editor as described here. Follow the directions below.
The “Availability of attendees, resources, and rooms” popup appears.
30e) Delete an attendee’s availability schedule from the free time scheduler
Open the advanced sidebar editor as described here. Click the “Attendees” tab and then the “Find a time” button.