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1. Viewing an event
To get a quick overview of an event, hover the cursor over its start time.
Click on the event to see the detailed view.
2. Modifying an event in the Calendar view
The best way to modify the event time and duration for an event with multiple participants is by using the Time slot finder - learn more about it in the next section.
In the calendar view, you can change the date and/or time of an event by dragging and dropping it to the preferred time.
When dropping the event to a new time slot, you can undo the last move by clicking the Undo button in the top-right corner of the calendar view.
To change the duration of the event, grab the bottom of the event box with the cursor and drag it longer.
3. Modifying an event in the event modify view
When in the calendar view, simply click on the event start time to open the event modify view.
If you're in the event detailed view, click the Modify button to enter the event modify view and change any of the event details as needed, just like you would when adding an event.
If you're using the Google Calendar integration, you can click the Open in Google Calendar shortcut to open the event in your Google Calendar and modify it there.
You can use this shortcut:
- when you need to modify an event organized by someone else
- when you're using a one-way sync direction (from Google Calendar to Scoro) and you need to modify a synced event
- if you simply prefer modifying your events in your Google Calendar.
3.1. Duplicating the event
Click the Duplicate button at the top-right corner to create a new event with the same details already pre-filled.
3.2. Converting an event to a task
An already saved event can also be converted into a task by clicking the Convert to task button. This option is handy if the activity doesn't need to take place at a certain time, but is more like an assignment. When converted, the event is removed from the calendar and added to the task list as a task.
3.3. Changing event time and duration
To change the date or duration of the event, click on the date and duration fields.
To reduce the manual effort of finding a suitable time for an event with multiple participants, use the Time slot finder, which will suggest the next available time slots based on the participants' calendars. Time slot finder is available when modifying or adding a single event.
Click the Time slot finder button and select the preferred time to browse as far ahead in the calendar as needed. Click the three-dot icon to access more advanced settings to narrow down the options even further:
- Required participants setting lets you select which participants' calendars to consider when finding common available time slots. Click on the image or initials for the user(s) whose attendance is optional.
- Adjust the working hours to ensure the time slot finder looks for available time slots during your team's work hours.
If you want to look at the participants' calendars before choosing an event time, scroll to the end of the suggested time slots and click View in Calendar. This will open a new tab with a filtered calendar view with all the event participants, including those whose attendance is optional.
The time slot finder will suggest only time slots when the selected users are available, considering all time-off entries during the selected time frame.
Click the three-dot icon to view more time slots for the suggested dates, and select the time slot you prefer for your event.
3.4. Inviting guests and sending event invites
You can easily add external guests and send event invitations to their email addresses. This helps you ensure that billable time is logged in Scoro and automatically linked to the right project and other data, improving your data accuracy.
To do this:
- Enter your external guest’s email address in the Invite guests field.
Click the + icon next to add more guests. - Once you've added at least one guest, the Send invite toggle on the left to the Save button will appear. It is enabled by default.
- Save your event.
Note!
- Event invites can be sent to external guests (not your site users) and for single-occurrence events only.
- To send out the invitation emails from Scoro, you must set up your personal SMTP and ensure that your calendar integration data sync direction is set To Scoro.
Once saved, Scoro will automatically send your guests an invitation email with the following info:
- key event details like date, time, location, participants, and a conference link
- .ics file they can use to add the event to their calendars
- buttons for confirming the event attendance
You can track who accepted or declined the invitation by checking the Guests section in the event detailed view.
4. Deleting an event
To delete the event for all participants, click the event start time to open the modify view and click the Delete button.
You can also remove an event in the calendar view by hovering over it and clicking the X button:
-
If the event has one to two participants, this will delete the event
- If an event has two participants and any number of external quests, clicking the X button will delete the whole event. If you only want to remove yourself from the event and keep it for others, modify the event and remove yourself.
- If the event has more than two participants, this will remove the event from your calendar but keep it for others.