Calendar overview

The Calendar unifies native events you create in Pointerly with mirrored activity from routines, pipeline (kanban) due dates, link expirations, automation schedules, and Content Studio publications. Switch day / week / month / agenda / timeline views, filter by source, and attach Google Meet or Zoom when integrations are connected.

What you'll do

• Open Dashboard → Calendar (feature calendar + calendar permission)
• Navigate views, filter sources/colors, and create or edit native events
• Open mirrored events for context (edit Content Studio / routines in their own modules)
• Optionally attach Meet/Zoom and keep Google Calendar sync in mind when connected

Before you start

• Plan includes Calendar (add-ons tab if prompted)
• Your role can view Calendar
• Optional: Pipeline, Routines, Content Studio, Google Calendar / Meet / Zoom connected for richer grids

Steps

1. Open and navigate the grid

1. Go to Dashboard → Calendar.
2. Use Today, previous/next, and the view switcher: Day, Week, Month, plus Agenda / Timeline.
3. On desktop, use the left sidebar mini-calendar and filters; on mobile, open Filters.
4. Search by title and filter by color chips when events are color-coded.

2. Understand event sources

Events can come from:

Toggle source types in the sidebar so the grid stays focused.

3. Create a native event

1. Click Add event, click a slot on week/day views, or add from a mobile day sheet.
2. In New event, set title, start, end, optional assignee, description, location, color, and reminder minutes.
3. Optional: recurrence / RRULE-style repeats, invitee emails, attachments (Drive, Dropbox, OneDrive, Meet, Zoom, custom URL).
4. If Google Meet or Zoom is connected, attach a meeting link from the create sheet.
5. Save—the event appears as source_type: native and can be dragged/resized on supported views.

4. Inspect, edit, and sync notes

1. Click an event to open the detail sheet.
2. Native events: edit or delete from detail / edit sheet.
3. Mirrored events (Content Studio, etc.): use the deep link back to the owning module—changing title here would not update the publication.
4. Google Calendar–synced events may show Synced with Google Calendar; edits push when sync mode allows.
5. Partnership / read-only gates may limit writes—follow the on-page notice.

Tips

• Keep Content Studio posts scheduled in the studio; use Calendar as the single glanceable week plan.
• Filter kanban boards when Pipeline due dates clutter the week.
• Use Hide empty hours on week/day grids for denser working hours.
• Automation create_calendar_event actions require the calendar feature—wire them from Automations.
• Week starts Monday in Pointerly week/agenda ranges.

Troubleshooting

Related

• Routines overview
• Pipeline overview
• Content Studio overview
• Automations overview