How to Use the Horilla CRM Calendar for Smart, Stress-Free Scheduling

Efficient time management is essential for successful CRM operations. In Horilla CRM, the Calendar is available under the Schedule section, providing users with a centralized space to manage all time-based activities.

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The Horilla CRM Calendar Module, found in the Schedule → Calendar menu, allows users to plan, track, and organize tasks, meetings, events, and unavailability in a single, visual interface. With flexible calendar views, quick actions, and seamless integration with other CRM modules, users can stay on top of their commitments and avoid scheduling conflicts.

Accessing the Calendar from the Schedule Section

To access the Calendar in Horilla CRM:

1. Navigate to the Schedule section from the main sidebar.
2. Click on the Calendar menu.

Once opened, the Calendar displays all your CRM activities in a structured, time-based layout, making it easy to manage daily, weekly, monthly, and yearly schedules.

Understanding the Calendar Interface

The Calendar interface is designed to be clean and intuitive:

• A central calendar grid showing activities
• View selection buttons (Day, Week, Month, Year) at the top
• Navigation controls such as Today, Previous, and Next
• A right-side filter panel to control visible activity types

This layout ensures quick access to both high-level planning and detailed scheduling.

Different Calendar Views

Horilla CRM provides multiple calendar views to suit different planning needs.

Month View

The Month View displays all activities in a monthly grid, helping users:

• Track activities across multiple dates
• Identify busy or free days
• Plan long-term work schedules

Week View

The Week View offers a detailed breakdown of activities across the week, making it easier to:

• Manage overlapping tasks and meetings
• Balance workloads across days
• Identify available time slots

Day View

The Day View focuses on a single day’s schedule and is ideal for:

• Daily task planning
• Time-specific activity management
• Handling back-to-back meetings efficiently

Year View

The Year View provides a high-level overview of activity distribution throughout the year, helping with:

• Long-term planning
• Identifying peak activity periods
• Strategic workload analysis

Navigation Controls

Across all views, users can navigate easily using:

• Today to return to the current date
• Previous and Next buttons to move across dates

Managing Activities and Preferences

The Calendar in the Schedule section supports multiple CRM activity types:

• Tasks
• Events
• Meetings
• Unavailability

Each activity appears on the calendar based on its scheduled start and end time.

Activity Preferences and Color Coding

• Users can personalize their calendar view by configuring preferences for each activity type.
• Activity types such as Tasks, Events, Meetings, and Unavailability are listed in the right-side calendar panel.
• Each activity type includes an action menu that allows users to manage its display behavior.
• The “Display This Only” option lets users focus on a single activity type by hiding all others from the calendar view.
• Users can assign a custom color to each activity type using the Color option in the preference menu.
• Once a color is selected, all activities of that type are displayed in the chosen color across the calendar.
• Color coding helps users quickly distinguish between different activity types at a glance.
• Activity display and color preferences are user-specific and do not affect other users.

Creating a New Activity from the Calendar

Users can add activities directly from the Calendar:

• Click on a specific date or time within the calendar.
• A quick action pop-up appears with options such as New Activity and Mark as Unavailable.
• Select New Activity to create a task, event, or meeting.
• The activity creation form opens.
• Fill in the required activity details.
• Click Save to add the activity to the calendar.

The newly created activity appears instantly in the selected calendar view.

Mark Unavailability

The Calendar also allows users to manage Unavailability:

• Click on a specific date or time within the calendar.
• Select Mark Unavailable from the quick action pop-up.
• The Mark Unavailability form opens.
• Fill in the required details.
  • From date and time.
  • To date and time.
  • Reason for unavailability.

• Click Save to block the selected time in the calendar.

Viewing and Managing Activity Details

Quick Detail Popup

• Clicking on any activity in the calendar opens a short detail pop-up.

• The pop-up displays key activity information, including:
  • Subject and description
  • Assigned user
  • Start and end dates
  • Current status
• The pop-up also provides quick action options:
  • Edit
  • Delete
  • Mark as Complete
  • Info

Full Detail View

• Clicking the Info option in the quick detail popup opens the full activity detail page.

• The full detail view includes:
  • All activity fields
  • Inline editing for quick updates
  • Status progress tracking
  • A History tab to audit updates and changes

Key Benefits of the Horilla CRM Calendar

• Easily accessible from the Schedule → Calendar menu
• Centralized scheduling for all CRM activities
• Multiple calendar views for flexible planning
• Customizable color coding and activity preferences
• Quick actions directly from the calendar interface
• Conflict prevention through unavailability tracking
• Improved productivity and time management

The Calendar module under the Schedule section in Horilla CRM acts as a powerful planning and productivity tool. By bringing all activities into a single, visual timeline, it helps users manage their time efficiently, avoid conflicts, and maintain complete visibility into their CRM engagements.

With its intuitive design, flexible views, and seamless activity management, the Horilla CRM Calendar ensures that every task, meeting, and event is scheduled—and completed—on time.