As a subcontractor, you can one-click sync your BuildingConnected calendar with Google Calendar so you never miss an event.
Note:
- You can sync your BuildingConnected calendar to Office/Outlook as many times as you’d like, and syncing multiple times will never override the initial filters selected. Syncing multiple times with different filters will add each new status, event, or assignee to your Office/Outlook 365 calendar.
- Syncing will only include past events up to 1 year before the date you initiate the sync.
To sync your BuildingConnected calendar to Google Calendar
In Bid Board, click the “Calendar” tab.
Choose which events you would like to sync to your Google Calendar by checking and unchecking boxes in the “Filters” section. Only the statuses, events, and assignees you select will sync to your calendar.
Click “Set up calendar sync.
Click “Google Calendar".
Note the "Included Filters" at the bottom to ensure that the events you want will be synced over to your calendar.
If you logged into your Google Calendar already, Google Calendar will open up in a new browser tab. Click "Add".
A new "Opportunity Events" calendar will appear in "Other Calendars".
You will receive the below message on your BuildingConnected “Calendar” tab once the sync request has been sent. Please note that while your BuildingConnected calendar will appear right away, future updates may take up to 24 hours to appear due to settings on Outlook/Office 365.
Calendar events one week in the past and moving forward will be synced to your calendar.
Comments
0 comments
Article is closed for comments.