Using the Calendar
The calendar is your command center for managing your schedule. See everything at a glance, drag items to reschedule, and click to add new work.
What You’ll Learn
- Switching between week and month views
- Understanding job colors and status indicators
- Dragging jobs to reschedule
- Navigating dates
Calendar Views
Week View
The week view shows a detailed time grid from 6 AM to 6 PM for each day of the week.
- Jobs appear as blocks at their scheduled time
- The height of each block shows how long the job is
- Click any time slot to create a new item at that time
- Drag jobs up or down to change their time, or left/right to change the day
Month View
The month view gives you a bird’s-eye view of your entire month.
- Each day shows up to 2 job cards
- If there are more than 2 jobs on a day, you’ll see “+X more”
- Click any day to create a new item
- Drag jobs between days to reschedule
Switching Views
Use the Week / Month toggle in the top-right of the calendar card.
Navigating Dates
| Button | Action |
|---|---|
| < (Left arrow) | Go to previous week/month |
| Today | Jump to the current date |
| > (Right arrow) | Go to next week/month |
The date range is shown next to the navigation buttons (e.g., “Jan 13 - Jan 19, 2026”).
Understanding Colors
Status Colors
Each job has a small colored dot showing its status:
| Color | Status |
|---|---|
| Gray | Draft (not yet scheduled) |
| Blue | Scheduled |
| Amber/Orange | In Progress |
| Green | Completed |
| Red | Cancelled |
Item Type Colors
The left border of each job shows what type of item it is:
| Border Color | Type |
|---|---|
| Blue | Job |
| Purple | Request |
| Gray | Task |
| Green (primary) | Appointment |
Drag and Drop
Rescheduling Jobs
- Click and hold on a job
- Drag it to the new date (and time in week view)
- Release to drop
The job will update automatically. If you’re moving a draft job to the calendar, it will automatically change to “Scheduled” status.
Scheduling from Panels
The Schedule page has panels above the calendar:
Needs Scheduling (amber) - Draft jobs waiting for a date
- Drag these onto the calendar to schedule them
- Use the AI button for smart scheduling suggestions
Ready to Schedule (green) - Projects with approved estimates
- Drag these to create a new job on that date
- The job will be pre-filled with project details
Conflict Detection
When you schedule jobs with overlapping times, Tallie will show:
- A red ring around conflicting jobs on the calendar
- A warning icon on the jobs
- A conflict warning in the job form
You can still save jobs with conflicts - this is just a heads-up so you can adjust if needed.
Quick Actions
Right-Click Menu
Right-click on any job to see quick actions:
- View Details - Open the job detail drawer
- Edit - Open the job form
- Duplicate - Create a copy as a draft
- Change Status - Quick status update
- Delete - Remove the job
Click to Create
Click any empty time slot on the calendar to create a new item. You’ll see a menu to choose:
- Job
- Request
- Task
- Appointment
Legend
At the top of the calendar, you’ll find legends showing:
- Statuses - What each status color means
- Job Types - What each border color represents
This helps new team members quickly understand what they’re looking at.
Tips
- Use week view for detailed daily planning
- Use month view when planning a few weeks ahead
- Watch for conflict warnings before saving overlapping jobs
- Drag from the panels to quickly schedule draft jobs or new projects