Striven Calendar

When you view the Calendar for the first time, a prompt will appear to guide you through the basic features of the Calendar. This Guided Tour can be followed by clicking next after each note, closed by clicking on the X and have it open again next time you view the page, or you have the option to Skip the tour completely so it will not show on the page when you view it anymore.

You will also have the option to make it appear again by clicking on the Gear icon on the top right of the screen and selecting the Guided Tour.

Striven Calendars provide the ability to create multiple Calendars with different Events on them, so when you come to the Calendar page for the first time, by default the system creates a Calendar for you called My Calendar. This will include different Events like Appointments, Time Off, and Holidays.

Each of these Events are pre-configured with filters with what makes sense for the Type of Event they are. For example, for Appointments it’s going to show Scheduled and Done Appointments in which you are an Attendee.

For Time Off it’s going to show all Approved Time Off for you.

And for Holidays it’s going to show all the Company Holidays.

You can add more Events as you need to or modify these Events according to however you need it configured. These can even be designated by color for an at-a-glance identification of the Event. For example, this Calendar shows a Team’s scheduled Appointments, but they’re color-coded so one can identify which Team member the Appointment is for just by seeing the color selected for them.

Looking at the Calendar, you have a Day, Week, Work Week, Month, and Agenda view, but the default view will be the Work Week view. Clicking on the arrows next to the word Today at the top of the Calendar will switch the view date range. If you wish to select a specific day, you can do so by clicking on the currently displayed date or date range and select the appropriate date to display.

The Calendar will also remember the view you last used when viewing a Calendar, so when you switch between Calendars, the view will change to whichever view you used when you last visited that particular Calendar.

Since Holidays in Striven designate days the Company is closed, they are an all day Event and display in an All Day slot at the top of the Calendar instead of showing the Holiday or All Day Event across the entire day view of the Calendar.

Appointment Type Events will display with the following details:

Not only will the Calendar display Events by color based on the Event settings, but a small profile image will be shown in the right corner to identify the Assignee(s) of the Event. Please note that If there are multiple Events on the Calendar for the same time slot, the Events are shortened to fit and may not have room to display the assigned images.

Now we’ll review the process of creating a NEW Calendar. If you want to create a new Calendar, click on the Add menu by My Calendar and click either Add Employee Calendar or Add a Custom Calendar, based on how you want the new Calendar configured.

Depending on your choice of Calendar to create, here are the options provided:

• Note: This option is helpful by allowing you to view another Employee’s Calendar for quick scheduling or reference. Another option to add an Employee Calendar is described in a separate section below.

This will present a popup which gives you the option to select an Event you would like to add to this new Calendar. There are different options depending on which Event Type you select. All Events provide the option to select the Event Type, Event Name, and the color you wish the Event to display on your Calendar. Once these settings are configured, you can click Save & Add New if you want to continue adding Event Types to your Calendar, Save & Close if you’re done adding Event Types to your Calendar, or Close if you want to discard the Event you are currently creating.

Below are examples of some of the options you’ll see when creating Calendar Event Types.

When you’re done configuring the Appointment Event Type, click either Save & Add New to continue adding Event Types, Save & Close to save your work and return to the Calendar, or Close to return to the Calendar without saving.

When you’re done configuring the Tasks Event Type, click either Save & Add New to continue adding Event Types, Save & Close to save your work and return to the Calendar, or Close to return to the Calendar without saving.

As mentioned above in this guide, there is another option for creating an Employee Calendar in Striven. If you view the Employee Information popup of an Employee you do not already have as a Resource on your Calendar, you can add their Calendar to your list by clicking on the small Calendar icon on the top right of the popup.

This will redirect you to an Employee Quick Calendar which can be viewed in a read-only mode. You may add Appointments to this Calendar, but you can’t make changes to the setup unless you add the Calendar to your list of Calendars.

Clicking Yes will create and add this Employee’s Calendar to your Calendar List and will automatically be set to display their Appointments, Time Off, and Holidays. You can add or edit these Events as desired for this Calendar.

Striven has the ability to integrate with both Google and Office 365/Outlook Calendars to easily merge your Striven Calendar to your personal calendar. This integration will not only enable Appointments in Striven to appear on your Google and Office 365/Outlook Calendar, but through the integration, you will also receive email notifications when a new meeting has been scheduled on your Calendar.

To enable this feature, navigate to:

Company → Settings → Integrations → Appointment Integration

Once the Calendar Integration feature is enabled for your Striven system, you will need to navigate to your My Profile-Security page to click the Grant Access button (as seen below) to sync Striven with your Google or Office 365/Outlook Calendar.

• Note: Please allow 24-48 hours for all Appointments to sync between both calendars.

Resyncing Google Calendar

If you are unable to sync your Google Calendar with Striven, the most likely reason is because Google is not providing you with a refresh token. This causes you to lose access after a period of time, but can be easily resolved by following these steps:

1. Visit this link to access your Google Account Security Settings.
2. Click on Manage Third-Party Access.
3. You should have Striven apps listed under your account. Remove Striven instances listed.
4. Log out of Striven.
5. Log back in to Striven.
6. Go to your My Profile page.
7. Use the Profile Waffle menu to navigate to your My Profile-Security page. A message will be displayed with a button for you to authorize access to Google. Click the Grant Access button, and this will synchronize your calendars. See example below:

• Note: Please allow 24-48 hours for all Appointments to sync between both calendars.

If you find that these steps do not resync the calendars, please contact a Striven Support Specialist. You may do so by clicking on the Striven Diamond menu on the top right of the page and selecting Chatto chat with a Specialist right away (during our normal business hours), Schedule Support to make an Appointment for a screen share meeting with a Support Specialist, or you can create a Support Task for further assistance.

Once you finish creating your new Calendar in Striven, you can select which Calendar you wish to view by clicking on the Calendar Name field. Employee-owned Calendars will show first on your list, then shared Calendars, followed by the top 10 most recently viewed Employee Quick Calendars. If you create multiple Calendars for different purposes, you can use the “type-ahead” feature to display the desired Calendar without having to scroll through a long list of Calendar options.

Striven Calendar Resources are computed automatically based on the Attendees or Assignees designated for the Events on the Calendar. For example, if there are multiple Employees assigned to an Appointment (the Event), all Employees (the Resources) assigned to that Appointment will display on the Resources tab.

The colorful dots beneath the Resources’ names on the list correlate to the color of their Event on the Calendar and represent the number of hours of Appointments they have in this particular Calendar view.

Striven Calendars can be filtered by Resources or Events to narrow down the Attendees you wish to display on your Calendar. These filters can be removed by clicking on the X next to them at the top of the Calendar view.

Adding Events such as Appointments, Time Off, or Tasks to your Calendar can be done either by clicking on the desired date and time you wish to schedule the Event for, or by selecting the Event Type from the plus sign for the Quick Add menu at the top of the Calendar screen.

This Quick Add menu displays options for creating any other Event Types saved in the Calendar, including Asset Reservations, adding Employees, adding Opportunities, Orders, or Projects depending on your Calendar Event selections. These Quick Add options will trigger a popup screen to enter the Event information and create the Event.

Another feature in the Striven Calendar is the ability to view a summary of each Event in a Quick View by clicking on the Event. This triggers a popup window where you can see a summary of information for the Event or take action, such as changing the status of an Appointment or Task. To see more information related to the Event, you can click the More Information button on the Quick View to open the full Event.

Each Event will have its own Quick View based on the information provided in the Event. Some Quick Views do not have any action options and are view only. The actions available on the Quick View are also determined by the permissions of the user viewing the Event.

Another handy feature for the Striven Calendar is the ability to reassign an Event by dragging and dropping the Event to the desired Resource you wish to reassign the Event to. If the Event is able to be reassigned this way, it will be demonstrated by showing a green highlight of the desired Resource when dragging the Event to it.

Appointments cannot be reassigned in this way, which will be demonstrated by not allowing you to drag and drop them. Alternatively, This drag and drop method CAN be used to change the date and time of an Appointment by moving it to another slot on the Calendar. Please note that all the actions available for changes to Assignments are based on the user’s permissions.

Meeting Requests will show in the All Day slot at the top of the Calendar because Meeting Requests are set up to cover multiple days at a time for options to select from and do not include any specific times until the meeting is scheduled. They can be identified as Meeting Requests by the Group Calendar icon next to the Event name.

Along with the Search option mentioned above, a button to view Meeting Requests has been included as a feature in the Calendar. Clicking on this button will open your Appointments List. Among other filtering options, this page will provide a checkbox to Only show Meeting Requests in order to filter your Appointment List by Meeting Requests exclusively.

The Striven Calendar will display on mobile devices with small buttons and icons, with only the Day, Month, and Agenda views available for display. The views will match the last view used when they viewed that Calendar on the desktop mode.