How To Create A Calendar View In SharePoint

Creating a calendar view in SharePoint is a straightforward process that requires a custom list with at least two date fields. By following a few simple steps, you can customize your calendar view and display it on a SharePoint page.

To begin, ensure that you have a custom list set up with the necessary date fields. SharePoint requires at least two date fields to create a calendar view. These fields will be used to display the start and end dates of your events.

Once you have your custom list ready, navigate to the Views drop-down menu and select the Calendar option. This will initiate the process of creating a calendar view. From there, you can choose the start and end dates for your calendar. If you only have one date field, you can select it for both the start and end dates, but keep in mind that it will be displayed as a milestone rather than a date range.

Next, you can choose the field that will serve as the title of your calendar events. This field will be displayed as the event name in the calendar view. You can select any appropriate field from your custom list to fulfill this role.

Once you have customized your calendar view, you can display it on a SharePoint page by using the List web part. Add the List web part to your desired page and select the calendar view you have created. This will showcase your calendar view to users accessing the SharePoint page.

It’s important to note that while creating a calendar view in SharePoint is relatively simple, there are some limitations to the modern calendar view. Currently, it does not support recurring events, overlay functionality, or integration with Outlook. If your requirements include these features, you may need to explore alternative solutions or consider potential workarounds.

Requirements for Creating a Calendar View in SharePoint

Before diving into the process, it is essential to ensure that you have a custom list set up in SharePoint with the necessary date fields. The custom list should have at least two date fields to enable the creation of a calendar view. These date fields will be used to display events and their corresponding dates on the calendar view.

To create the calendar view, you need to select the Calendar option from the Views drop-down menu. This option allows you to customize the view based on your specific requirements. You can choose the start and end dates for the calendar, which will determine the range of dates displayed on the view. If your custom list has only one date field, you can select it for both the start and end dates, but keep in mind that it will appear as a milestone rather than a date range.

In addition to selecting the date range, you can also choose the field that will serve as the title of the calendar event. This field will be displayed as the event title on the calendar view. Once you have customized the calendar view, you can display it on a SharePoint page using the List web part. Simply select the desired view from the List web part settings and the calendar view will be visible on the page.

Summary:

  • Set up a custom list in SharePoint with at least two date fields.
  • Select the Calendar option from the Views drop-down menu.
  • Choose the start and end dates for the calendar view.
  • Select the field that will serve as the title of the calendar event.
  • Display the calendar view on a SharePoint page using the List web part.

While creating a calendar view in SharePoint is a useful feature, it’s important to note that there are some limitations with the modern calendar view. It currently lacks support for recurring events, which may be a limitation for some users. Additionally, the overlay functionality and integration with Outlook are not available in the modern calendar view. However, there may be workarounds or alternative solutions available to address these limitations based on your specific needs and requirements.

Limitations Workarounds/Alternatives
Recurring events not supported Use a different view or explore third-party solutions
No overlay functionality Consider using separate calendar views or other methods to visualize overlay
No integration with Outlook Utilize alternative methods for syncing SharePoint calendar with Outlook

Summary:

The modern calendar view in SharePoint has limitations such as no support for recurring events, overlay functionality, and integration with Outlook. However, there are workarounds and alternatives available to address these limitations based on your specific needs and requirements.

Creating and Customizing the Calendar View in SharePoint

Once you have your custom list set up, you can proceed to create and customize the calendar view in SharePoint to suit your team’s needs. To get started, follow these simple steps:

  1. Select the ‘Calendar’ option from the Views drop-down menu in the SharePoint list.
  2. Choose the start and end dates for your calendar. If you have two date fields in your custom list, you can select them as the start and end dates. However, if you only have one date field, selecting it for both the start and end dates will display it as a milestone rather than a date range.
  3. Select the field that will serve as the title of the calendar event. This field will be displayed as the title on the calendar view.
  4. Once you have customized the calendar view settings, you can display it on a SharePoint page using the List web part. Simply add the List web part to the desired page and select the calendar view you created.

By customizing the calendar view, you can choose the date fields, title field, and other options that best fit your team’s requirements. This allows you to have a clear and organized view of your events and tasks in SharePoint.

Example of a Customized Calendar View:

Here’s an example of how a customized calendar view in SharePoint might look:

Date Title Location
January 1, 2022 Team Meeting Conference Room A
January 15, 2022 Project Deadline Online
February 8, 2022 Client Presentation Client Office

Customizing the calendar view in SharePoint allows you to easily manage and track important dates and events. Whether it’s team meetings, project deadlines, or client presentations, having a clear and visually appealing calendar view can help keep your team organized and on track.

Limitations of the Modern Calendar View in SharePoint

While the modern calendar view in SharePoint offers great collaborative features, it is important to be aware of its limitations, such as the absence of support for recurring events, overlay functionality, and integration with Outlook. Recurring events are commonly used in calendars to schedule regular meetings or events, but unfortunately, the modern calendar view in SharePoint does not provide native support for this feature. This can be an inconvenience for users who rely heavily on recurring events in their calendars.

Overlay functionality, which allows users to overlay multiple calendars and view them together, is also not available in the modern calendar view. This can be problematic for individuals who need to manage multiple calendars or view their team’s schedules in one consolidated view. Without overlay functionality, users are limited to viewing one calendar at a time, which can be time-consuming and inefficient.

Additionally, the modern calendar view in SharePoint does not offer seamless integration with Outlook. Many users rely on Outlook for managing their schedules and prefer to have their SharePoint calendar events synced with their Outlook calendars. However, due to the absence of integration, users must manually update their calendars in both SharePoint and Outlook, leading to potential discrepancies and duplications.

While the modern calendar view in SharePoint provides a visually appealing and user-friendly interface for managing schedules and events, it is crucial to consider these limitations when deciding whether it is the right solution for your organization’s calendar needs. Depending on your requirements, you may need to explore alternative solutions or workarounds to address the absence of recurring events, overlay functionality, and integration with Outlook.

Meet the Author

Abdul Rahim has been working in Information Technology for over two decades. Learn how Abdul got his start as a Tech Blogger , and why he decided to start this Software blog. If you want to send Abdul a quick message, then visit his contact page here.