Google Calendar – WorkDo Dash SaaS Add-On Guide
Learn how to sync events and manage schedules with Google Calendar in WorkDo Dash SaaS.
Introduction
The Calendar Add-On helps you view and manage events from different Add-Ons in one place. It supports two calendar types: the internal calendar from your system and Google Calendar. You can search and filter events by event type and calendar type. If Google Calendar is enabled, events can be synced automatically during creation or approval by using the “Sync to Google Calendar” toggle.
How to Install the Add-On?
To Set Up the Google Calendar Add-On, you can follow this link: Setup Add-On.
How to use the Google Calendar Add-On?
Setting configuration
- To activate this Add-On, navigate to the settings page and find the Google Calendar Settings section. Toggle Enable Google Calendar Integration to allow events to be synced with Google Calendar.
- Once enabled, enter your Google Calendar ID, then upload your Google Calendar JSON File, either by choosing a file or pasting your Google OAuth 2.0 service account JSON configuration directly into the box provided.
- To help you generate this JSON file, the settings page includes a “How to get Google Calendar JSON File” guide with the following steps:
- Go to Google Cloud Console
- Create a new project or select an existing one
- Enable Google Calendar API in APIs & Services
- Go to Credentials → Create Credentials → Service Account
- Create a service account and download the JSON key file
- Upload the JSON file above or paste its content
- After entering all required details, click the Save Changes button to apply the updates and start the synchronization process.
Manage Calendar
- The Manage Calendar page displays four summary cards at the top: Today’s Events, Total Events, Upcoming Events, and Event Types, giving you a quick overview of your calendar activity.
- Use the Calendar radio button along with the dropdown to view events from All modules or filter by a specific event type. Use Month, Week, or Day views, and Today to navigate.
- The calendar grid displays all your events by date, with each event showing its title and time; if there are more events on a given day than can be shown, a “+X more” link appears to view the rest.
- On the right, the Today panel lists events scheduled for the current day, the Upcoming Events panel shows events coming up over the next few days along with their dates and times, and the By Type panel breaks down your total events by category, showing the count for each.
Google Calendar with Events Sync
- To make sure new events are synced with your Google Calendar, enable the “Sync to Google Calendar” toggle during event creation or event approval.
- Only events with this toggle turned on will be added to your connected Google Calendar.
- So, this is how you can integrate the Google Calendar with your platform.
For example, if you enable the create user setting from General, then the notification via Calendar will be sent to that particular user when the user is created.
Here is the list of Add-Ons and their Event types you can sync with Google Calendar:
General
- New User
- New Sales Invoice
- Sales Invoice Status Updated
- New Sales Proposal
- Proposal Status Updated
- New Purchase
- New Warehouse
HRM
- New Monthly Payslip
- New Award
- New Event
- Leave Approve/Reject
- New Announcement
- New Holidays
Hospital Management
- New Doctor
- New Patient
- New Hospital Appointment
- New Hospital Medicine
Sales
- New Quote
- New Sales Order
- Meeting Assigned
School / Institute Management
- New Teacher
- New Admissions
- New Parents
- New Students
- New Homework
- New Time Table
CRM
- New Lead
- Lead to Deal Conversion
- New Deal
- Lead Moved
- Deal Moved
Project
- New Project
- New Task
- New Bug
- New Milestone
- Task Stage Updated
- New Task Comment
Appointment
- New Appointment
- Appointment Status
CMMS
- Work Order Request
- New Supplier
- New POs
- Work Order Assigned
- New Component
- New Location
- New Pms
To Do
- New To Do
- Complete To Do
Zoom Meeting
- New Zoom Meeting
Contract
- New Contract
So, this is how you can use the Calendar Add-On very easily.
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