Matrix Support

Activities Calendar View - Overview

Matrix now allows for the view of Activities in both a List and Calendar view. To access the Activities list, select Lists from the Matrix Menu Bar, then select Activities. Once the Activity List loads, you can click the Calendar View option to view the Activities in a Calendar view.



1. Access the Activity Calendar by tapping on the Calendar view. Matrix will remember this as your last selection when you navigate away or log in another day in case this happens to be your new favorite view!

 

2. Change the timeframe as you see fit by clicking the back and forward arrow buttons. You may see Months, Weeks, or Days in this selector depending on the view that you have set.

 

3. Determine if you wish to view a calendar for an entire month, week, or single day. If you ever need to get to where today falls within those selectors, tap the Today button. Ex: Tapping Today when on the Month view will take you to the month where today resides. It will not take you directly to the daily view.

 

Your activities will display on the calendar according to how they are configured. For example if you are on the Week or Day view, and your activity is scheduled for Thursday from 1-3pm, then it will reside in that slot. Month views do not consider the time of an activity and only show the Day.


4. Change the view of the Calendar

 

Month View

- Displays the listing of Activities and Deals that are due on that particular day. All Day Activities (those without times listed) and Deals will display first and then the rest of your activities will display according to the time scheduled.
- If you have more than 4 activities on a single day, you’ll have the option to display more activities which peeks in on the day to see all of the events in order.
- You can drag your incomplete activities to another day for quick scheduling purposes. Keep in mind it will use the same time for that day if a time was supplied. You cannot drag a completed activity or a deal.
- Tapping onto the actual date will take you into the day view of the activity.
- Tapping into an empty space on the date will create a new activity.
- Tapping onto an activity or deal itself will load the activity or deal respectively.
- Hovering over an incomplete activity will display an “X” which you can then click on in order to delete the activity.

 

 

Week/Day View

- Displays the listing of Activities and Deals that are due on that particular day. All Day Activities (those without times listed) and Deals will display in the all-day section and then the rest of your activities will display according to the time scheduled.
- If you have overlapping activities for a timeslot, Matrix will display the Activities in an overlapping fashion, while still allowing you to interact with those activities.
- You can drag your activities to another date or time for quick scheduling purposes.
- You can resize an activity and adjust its end times by dragging from the handles on the bottom of the activity.
- Tapping into an empty space on the date will create a new activity. We recommend tapping into the start time.
- Tapping onto an activity or deal itself will load the activity or deal respectively.
- Hovering over an incomplete activity will display an “X” which you can then click on in order to delete the activity.

 

 5. A legend displays to let you know what each color on the calendar means

 

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