Using the Schedule Calendar | ClearPoint Strategy

Using the Schedule Calendar

The Schedule Calendar displays all your schedules in a calendar view. Users can also see other automated processes, like Reporting Workflows in the calendar as well. This view brings together many elements of your reporting cycle from automatic reporting generations to automated email reminders. This view is great for the busy manager who needs to see their whole reporting process in one place!

Feature is currently in beta
Note: If you would like to test out the beta Schedule Calendar, reach out to your account manager or support@clearpointstrategy.com and they can enable it for you!

To view the Schedule Calendar, open the Automation menu. Then click into Schedules.

From the Manage Schedules page, click on the calendar icon in the upper right hand corner.

Filter the calendar view for specific types of schedules by using the Filter dropdown menu. Users can also view a legend for the color-coding on the calendar using the filter dropdown menu. Users can also search for schedules by name in the Search Bar.