Events & calendar

What is an event?

An event is an entry in your firm's calendar — a site visit, a client meeting, a delivery deadline. The calendar has month, week and day views.

An event has a title, an optional description, a start and end time, a type and an office. Every company starts with three types — Meeting, Site visit and Deadline — and Admins can create others on the Event Types page.

Linking events to projects

Events can optionally be linked to a project. The link is many-to-one: an event sits on one project, but a project can have many events. Linking is optional — internal-only events, like a team meeting or training, can stand on their own.

Linked events show up on the project's detail page and on the firm-wide calendar. They're useful as the time-bound counterpart to project stages: stages are buckets of work, events are the appointments around them.

Attendees

Each event tracks attendees individually. An attendee can be:

• An employee of the company.
• A client — gets an email when the event is created or changed, and sees it in the client portal.

Each attendee has a status: Pending, Confirmed or Declined. Everyone starts as Pending, and the status changes as each person responds.

Current limitations

Two things aren't supported today:

• No recurrence. A weekly site visit needs to be created as separate events for now.
• No reminders. Vellum doesn't send email or push reminders before an event.

If you need recurring meetings, create each occurrence as an event linked to the project, or keep the recurrence in your email calendar.