Calendar & Agenda
Last updated: March 2026
A full-featured calendar system with multiple views, recurring events, resource management, drag-and-drop editing, Outlook synchronization, and AI notetaker integration. Embed calendars in builder pages or use the dedicated workspace canvas.
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Calendar Overview
The Webooto Calendar is a powerful scheduling system built into every workspace. It provides a unified place to create, view, and manage events, meetings, and appointments. The calendar supports multiple views so you can switch between a high-level monthly overview and a detailed daily time grid depending on your workflow.
Events can carry a title, description, location, start and end dates, and an all-day flag. You can attach attendees (both workspace users and external contacts) with their name, email, and avatar. Each event has a status field (todo, in-progress, or done) to track progress, and events can be color-coded individually or through resource assignments.
The calendar is available as a dedicated workspace canvas and can also be embedded as a component inside builder pages. When embedded, all the same views, drag-and-drop editing, and configuration options are available through the builder properties panel.
Use the builder to embed a calendar component on internal app pages and configure which views, filters, and panels are visible to your users.
Managing Events
Creating and editing events is designed to be fast and intuitive. You can create events through quick actions or use the full event modal for detailed configuration.
Quick-create by clicking a time slot
Click on any empty time slot in a time grid view, or click a date cell in the month view, to open the quick-create popover. Enter a title and the event is created instantly at the selected time.
Select a time range to create an event
Click and drag across multiple time slots to select a range. A quick-create popover appears with the start and end times pre-filled. This works in both timeGridWeek and timeGridDay views.
Open the event modal for full editing
Click on any existing event to see the event popover with a summary. From there, open the full event modal to edit all fields: title, description, location, start/end dates, all-day flag, attendees, recurrence rules, resource assignments, status, and color.
Drag and drop to reschedule
Drag an event to a different time slot or day to move it. Drag the bottom edge of an event to resize its duration. In timeline and resource views, you can also drag events between resources to reassign rooms or equipment.
Set event status
Use the status field to mark events as "todo", "in-progress", or "done". This is useful for tracking meeting preparation, task completion, or milestone progress directly from the calendar.
Drag-and-drop editing and date-range selection can be toggled on or off through the calendar configuration (editable and selectable flags).
Calendar Views
The calendar offers ten different views to match different planning needs. Switch between views using the toolbar at the top of the calendar. The default view is timeGridWeek, but you can configure any view as the default through the calendar settings or builder properties panel.
| View | Key | Description |
|---|---|---|
| Monthly Grid | dayGridMonth | Traditional month calendar with day cells. Events appear as compact chips. Click a date to drill into the daily view. |
| Weekly Grid | dayGridWeek | Seven-day grid without time slots. Useful for an overview of the week when exact times are not important. |
| Weekly Time Grid | timeGridWeek | Default view. Displays the week with vertical time slots. Events are positioned precisely by start and end time. Shows business hours shading and a now indicator. |
| Daily Time Grid | timeGridDay | Single-day view with fine-grained time slots. Ideal for days with many appointments or for precise scheduling. |
| List (Week) | listWeek | Agenda-style list of all events for the current week, sorted chronologically. A clean, text-based view for quick scanning. |
| List (Month) | listMonth | Agenda-style list of all events for the current month. Groups events by day for easy navigation. |
| Timeline (Day) | timelineDay | Horizontal timeline for a single day. Particularly useful when working with resources (rooms, equipment) as each resource gets its own row. |
| Timeline (Week) | timelineWeek | Horizontal timeline spanning the full week. Resources are listed as rows, making it easy to spot availability and conflicts. |
| Timeline (Month) | timelineMonth | Horizontal timeline for the month. Best for high-level resource planning over longer periods. |
| Multi-Month | multiMonth | Displays several months at once for long-range planning and spotting patterns across months. |
When embedding the calendar in a builder page, you can choose which views are available to users and set the initial view through the component properties editor.
Recurrence & Scheduling
The calendar supports iCalendar-compliant recurrence rules so you can create repeating events without duplicating entries. A recurrence rule defines the frequency, interval, and constraints for generating event instances.
Supported frequencies are DAILY, WEEKLY, MONTHLY, and YEARLY. Each rule can include an interval (e.g., every 2 weeks), day-of-week constraints (byDay), day-of-month constraints (byMonthDay), month constraints (byMonth), and a termination condition (either an end date via "until" or a maximum number of occurrences via "count"). You can also define exception dates to skip specific occurrences.
When editing a recurring event, you have three options: edit only the selected instance, edit the selected instance and all future instances, or edit the entire series. Editing a single instance creates an exception on the parent event and generates a standalone event with the changes. Editing future instances splits the series at the selected date.
| Setting | Options | Example |
|---|---|---|
| Frequency | DAILY, WEEKLY, MONTHLY, YEARLY | WEEKLY for a weekly team standup |
| Interval | Any positive integer | 2 for every other week |
| By Day | SU, MO, TU, WE, TH, FR, SA | MO,WE,FR for Monday/Wednesday/Friday |
| By Month Day | 1-31 | 1,15 for the 1st and 15th of each month |
| By Month | 1-12 | 1,6 for January and June |
| Until | Date | 2026-12-31 to end the series on December 31 |
| Count | Positive integer | 10 for exactly 10 occurrences |
| Exceptions | List of dates | Skip specific holidays or vacation days |
Business hours can be configured with a start time, end time, and days of the week (default: Monday through Friday, 09:00 to 17:00). Non-business hours are visually shaded in time grid views. Additional scheduling options include slot duration (default 30 minutes), visible time range (slotMinTime/slotMaxTime), week start day, locale, and timezone.
Outlook Sync & Notetaker
Each calendar event has a provider field that indicates whether it is stored locally or synchronized from Microsoft Outlook. When Outlook sync is enabled, events from your Outlook calendar are imported and kept in sync. Synced events display their external source and can be edited from either Webooto or Outlook, with changes propagating bidirectionally.
The AI Notetaker integration lets you send a recording bot to any meeting directly from the calendar. When viewing an event that has a meeting URL (Zoom, Google Meet, or Microsoft Teams), you can launch a notetaker bot that joins the call, records audio, generates a real-time transcription, and produces a structured summary with action items.
The notetaker panel is accessible from the calendar workspace and can also be enabled on embedded calendar components through the builder properties. The panel shows all meeting bot jobs grouped by status: upcoming (scheduled), active (joining, recording, transcribing, or summarizing), and past (completed, failed, or stopped). Each job links back to its calendar event and includes the full transcript and AI-generated summary.
Enable the "Show AI notetaker panel" option in the calendar builder properties to give users one-click access to meeting recording and transcription from any embedded calendar.
Outlook sync requires a connected Microsoft account. Make sure to authorize the Outlook integration in your workspace settings before enabling calendar sync.
Related documentation
AI Notetaker
Record, transcribe, and summarize meetings with AI-powered bots launched from the calendar.
AI Agents
AI agents power the notetaker transcription, summary generation, and intelligent scheduling.
Entities & Data
Calendar events can be linked to CRM records and entity timelines.
Teams & Permissions
Control calendar access and event visibility by team and role.