Calendar
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      Calendar Sync

      Sync key events and task due dates from Summize with your preferred calendar apps.

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      Overview
      Sync settings
      How to add for Google Calendar
      How to add for Outlook Calendar

       

      Overview

      Calendar sync is available to each individual Summize user, and lets you sync events, termination events and task due dates with your favourite calendar apps such as Google, Outlook and iCloud, as well as other ICS supported calendar apps.

       

      Sync settings

      Sync settings are specific to each individual user and apply to all calendar apps you choose to sync with.

      Once enabled, any changes made to events or tasks in Summize will be continuously reflected in your synced calendar app, for example if a task gets deleted it will be removed from your synced calendar app. The time it takes for changes to be reflected in your synced app depend on your apps frequency and is not controlled by Summize.


      Note: Any events, termination events or task due dates will be automatically removed from your calendar after 28 days from the current date.

      There are different sync settings available that let you control exactly what should be included in your synced calendar app and these can be changed at any time.


      Calendar events

      Sync settings for calendar events, control events or termination events that have been added for contracts in the repository. See what each setting means below:

      • All calendar events for contracts visible to me
        Selecting this option will sync all Events and Termination Events that exist for each repository contract you can view based on your folder visibility.
      • Only calendar events for contracts where I am the owner
        Selecting this option will sync all Events and Termination Events that exist for each repository contract where you are the owner.
      • Don’t sync calendar events
        Selecting this option will not sync any Events or Termination Events for any repository contracts.

      Tasks

      Sync settings for tasks control due dates for pending request tasks and contract tasks. See what each setting means below:
      • All pending tasks assigned to me
        Selecting this option will sync all the due dates for pending tasks assigned to you.
      • Don’t sync tasks
        Selecting this option will not sync any pending task due dates.

       

      How to add for Google Calendar

      To add for Google Calendar, follow these simple steps:

      1. Click on your profile icon in the top right corner, then click the Calendar Sync option from the menu.
      2. The Calendar Sync settings panel will open.
      3. Configure your preferred Sync settings using the radio button controls.
      4. Click the copy icon next to the ‘URL for Google Calendar’ option (or copy the full URL)
      5. Go to Google Calendars and click the add calendar ‘From URL’ option.
      6. Paste the URL you copied from Summize into the field.
      7. Click ‘Add calendar’.
      8. Once the calendar is added you can rename the calendar in Google.
      9. A new calendar will now appear in the ‘Other calendars’ section and depending on your Sync settings you will see events, terminations events and due dates for pending tasks that appear in your calendar.

        Note: If you changed your Sync settings from the defaults, remember to go back to Summize and click ‘Save’ in the Calendar Sync settings panel.

        In the video below you will see the steps described above.

       

      How to add for Outlook Calendar

      To add for Outlook Calendar, follow these simple steps:

      1. Click your profile icon in the global header, then click the Calendar Sync option from the menu.
      2. The Calendar Sync settings panel will open.
      3. Configure your preferred Sync settings using the radio button controls.
      4. Click the copy icon next to the ‘URL for Outlook, iCloud or other ICS supported calendars’ option (or copy the full URL)
      5. Go to your Outlook Calendar and click the ‘Add calendar’ option.
      6. Click the ‘Subscribe from web’ option.
      7. Paste the URL you copied from Summize into the field.
      8. Name your calendar then click ‘Import’ to complete the process.
      9. A new calendar will now appear in the ‘Other calendars’ section and depending on your Sync settings you will see events, terminations events and due dates for pending tasks that appear in your calendar.

        Note: If you changed your Sync settings from the defaults, remember to go back to Summize and click ‘Save’ in the Calendar Sync settings panel.

        In the video below you will see the steps described above.