HappyCo is excited to announce our new Projects Calendar view! Enjoy features like multi-property selection, drag-n-drop scheduling, infinity scrolling, and more!
Enablement
This feature will be in Early Access until the October 22nd General Access release. Until that time you must manually enable this feature through Admin Center. To do this, navigate to Admin Center, then scroll to Release Updates. From here find the feature titled New Projects Calendar and enable it. After October 22nd, 2025, this feature will be enabled for all customers and no action will be needed for your teams to start using the new calendar!
New Features / Functionality
Let's walk through the features that are included with the new calendar:
Multi-Property Selection
The new calendar supports multi-property selection and scheduling! To use, simply use the property picker to select as many properties as you would like and the calendar will display all project Work Orders and Inspections, both unscheduled and scheduled:
Calendar and Item Navigation
The new calendar can be accessed through the Projects navigation buttonThe new calendar format now allows for up to an entire month view at-a-glance. This allows for better strategic planning, and a 2-to-4 week view was our most requested feature related to the projects calendar by customers we surveyed:
Not only can users view more at-a-glance, but we have added infinity scrolling, which allows for easier scheduling of items across months. The Unscheduled column scrolls separately from the calendar, which feels natural as you look through days and weeks to schedule your unscheduled items.
Items consist of both project work orders and project inspections and are indicated by the item tiles on the calendar page:
The item tile consists of 6 pieces of data:
- Status
- Category / Sub-category / Name
- Unit - Building
- Property
- Priority
- Assignee
This data cannot be altered on-the-fly yet, but users can update these details through the side drawer. The 7th piece of data, that is inferred, is the scheduled or due date, which is identified by the date on the calendar where the item is nested.
The calendar is dynamic, meaning date rows will grow and shrink as items are added and removed. There is a date height maximum, which is reached when a user attempts to add a 7th item to any single date:
Item Details through the Side Drawer
The calendar is no longer a read-only page. Users can update any item by clicking on its tile which will open up the familiar side drawer for editing:
This side drawer can be accessed by clicking on an item within the unscheduled column, any date cell, or within the item overlay. Any updated made to the work order or inspection will immediately reflect on the calendar.
Item Overlay
The cell height for any date will grow as more items are scheduled on that date, but once the maximum height is reached (typically 6 items) then any additional items will be hidden and an indicator will appear at the bottom of the date cell displaying the number of additional items and properties:
Clicking on the will open up the scrollable item overlay displaying all items scheduled for that date:
Drag-N-Drop Scheduling
Similar to the Work Assignment Board, the new calendar now supports drag-n-drop actions! To update the scheduled date of a work order or the due date of an inspection, simply click and hold on any item tile and drag to the desired date on the calendar:
Items can also be dragged out of the overlay screen and onto any date on the calendar:
Calendar Filters
Now enjoy the ability to filter the calendar on Project Assignee, Location, Task Status, Inspection Status, Urgent, and Category.
Project Assignee: When filtering by assignee only tasks and inspections assigned to the filtered user will show on the calendar. Only one assignee can be selected at a time.
Location: Users can select multiple units or properties to filter by. When more than one location is selected a number icon will show the total locations within the filter field.
Task Status: Multiple statuses can be selected. A number icon will show the total status count within the filter field.
Inspection Status: Inspection status and Task status are filtered independently to allow for maximum filter configuration. Multiple statuses can be selected.
Urgent: Task Priority can be filtered by using the Urgent field. This filter only impacts Tasks since Inspections do not have a Priority field.
Category: Use this to filter by Task category. Multiple categories can be selected.
Storing Filter Selections
Filter selections are automatically stored to the browser cache, allowing users to navigate away from the page and return to the same filtered view. Once filters have been applied, the filtered view can be saved to the user Favorites.
Enjoy the new calendar!