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Use this page to narrow the Calendar to the events you care about and to switch layers on and off. It is for MSP staff and for company users who have Calendar access. Filters only change what you see. They do not change permissions, cancel events or edit meetings.

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Before you start

  • Filters work on the Day, Week and Month views. The Year view follows the company selector and the layer toggles, but it does not apply search, staff, status or the other filters.
  • The company selector at the top of the app sets which companies the Calendar loads. See Find events in Calendar.

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Search and filter events

1

Open Calendar

Go to Calendar and pick Day, Week or Month.
2

Search

Type in Search events…. It matches the title, notes, location and company name of events in the dates you are viewing. It does not search other dates.
3

Pick staff

Open Staff in the toolbar and tick one or more people. Events show when any ticked person is assigned. The list comes from the people on the events and blocks that are loaded, so it can be short.
4

Open the filter drawer

Click the Filter icon at the right of the toolbar. A number on the icon counts the filter groups that are active.
5

Choose filters

The drawer has Event Types, Companies, Staff and Status sections. In Week view it also has an option to enable Saturday / Sunday, because Week view shows weekdays only by default. When a role list is available, Filter by Role is at the bottom of the drawer.
6

Click Apply Filters

This closes the drawer. Your choices already took effect as you made them, so closing the drawer does not undo them. Click Reset to clear them.
Choices inside one section are alternatives, so ticking two statuses shows events with either one. Different sections narrow the results together. Status offers Scheduled, Confirmed, In Progress, Completed and Canceled. The Calendar hides Canceled meetings until you tick Canceled. Filter by Role shows events for companies where a ticked person holds the chosen company role. It does not mean that person attends the event. Changing the company selector at the top clears your company chips and closes any open event dialog. Search, staff, role, status and hidden titles stay, so check them if the Calendar looks empty after a switch.

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Turn layers on or off

1

Open the layers menu

Click the stacked-layers icon in the toolbar.
2

Tick the layers you want

Calendar layers menu with Appointments and Changes ticked at All access, Calendar Blocks and the own-appointments item unticked.
The menu can include Appointments, Changes, My Outlook appointments and Calendar Blocks. The screenshot is from an older version and shows My Outlook appointments under its former name, My Blocks.
Appointments and Changes each show Mine, Site or All on the right. That label is the access your MSP gave you for the layer. You cannot change it here. A layer you have no access to is not listed. A Site role with no site assigned can show Mine. Turning a layer off hides it only. It does not delete an appointment, cancel an invitation or change a provider calendar.
  • To see freeze windows in the Day, Week and Month grids, tick both Changes and Calendar Blocks. See Manage freeze windows.
  • Busy blocks follow Appointments, so keep Appointments on to see them.
  • Busy block subjects can be hidden by your MSP’s settings. See Configure Calendar defaults.
  • If you pick staff or roles while Calendar Blocks is on, only those people’s blocks show.

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Hide repeated titles and all-day events

1

Open Hide items

Click Hide items in the toolbar.
2

Hide all-day events (optional)

Tick Hide all-day events at the top of the list to hide all-day and multi-day all-day events.
3

Pick titles to hide

Tick the event titles you do not want to see. A title match ignores capital letters and spaces around the title. It hides every event with that exact title, on every day and for every company.
These choices are saved in your browser for this Calendar page, so they stay after you reload. A project schedule view keeps its own list. To show a title again, open Hide items and untick it. Reset does not clear hidden titles. Hiding an event never deletes it or changes anyone else’s view.

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Reset the filters

Click Reset in the filter drawer. It clears search, Event Types, Companies, Staff, Status and role filters. It turns Appointments and Changes back on, shows all-day events and returns Week view to weekdays only. It does not clear hidden titles, Calendar Blocks, My Outlook appointments or the company selector.

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Troubleshooting

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Frequently asked questions

No. Filters only change your view. Apply Filters closes the drawer.
No. It matches companies where the person holds that role.
No. It clears company chips and closes open event dialogs. Other filters and hidden titles stay.
They are the access level your MSP assigned for that layer. They are labels, not options.
No. It only hides them from your view.
No. It hides every event with the same title.
No. The number counts active filter groups. Hidden titles and layer toggles are not counted, except that hiding all-day events counts as one.