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Automation & Integration - Using the Scheduling Calendar
Automation & Integration - Using the Scheduling Calendar

This article walks through how to use the Schedule Calendar in ClearPoint.

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Written by Fernando Montenegro
Updated over 8 months ago

The Schedule Calendar displays all your schedules in a calendar view. Users can also see other automated processes, like Reporting Workflows, in the calendar.

This view brings together many elements of your reporting cycle from automatic reporting generations to automated email reminders.


Schedule Calendar

  • From the Control Panel click on Automation

  • Select Calendar

  • Use the Filter Calendar search bar to enter keywords and find results easily

  • Click on the dropdown menu to search by specific Element types

  • You can also use the options to see the Calendar by Month, Week, or Day

  • Click the arrows to navigate to the next or previous month easily

  • Click Today to go back to today’s date

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