Create Events

In Ledger, scheduling and sharing a meeting with your teammates is easy. Learn how to use the Calendar tab in a stream.

Calendar tab overview

• By default, the calendar tab shows the current week's schedule. Use the left and right arrows next to the calendar icon to navigate to the previous or next week.
• To view a specific week from the past or future, click the calendar icon and choose the desired date. Click Today to return to the current week instantly.
• An all-day event will be pinned at the top. The All Day row will remain visible at the top of the calendar as you scroll down.

How to create an event

1. Click Add event or select a time from the calendar by dragging.
2. Give the event a name, then click the check mark to save.
3. Select the date and time. If you used dragging in the first step, these fields will already be filled in.
4. Assign the event to some teammates, yourself, or both.
5. Choose when to receive a reminder for the event.
6. Set the event's priority (Low, Normal, High, or None).
7. If the event is a virtual conference, add the details to set the meeting. (TIP: Enable virtual meeting tool integrations to set the meeting with just one click.)
8. Enter the event location if it is held in person.
9. Add a description of the event to give a better understanding to your teammates. Drag the text to format the description.
10. You can also add comments to any event by clicking the Comments tab, adding any comments (you can add as many as you want ), and attaching any files.
11. When you're done creating the event, click Create.

How to upload files to an event

1. Create a new event or select an event.
2. Click Files.
3. Click New File or the + icon, then select the files to upload.
   • If the Google Drive and/or Dropbox integrations are enabled, you will see a list of options to choose from.

You can also upload files to an event by sharing them in the Comments section. All files attached to a comment will appear in the event's files tab as well as the stream's files tab.

How to add comments

Use the Comments section to chat with your teammates about the event or note meeting summaries. It's a great way to keep all event-related discussions in one place. This makes communication more efficient!

1. Select an event or create a new event.
2. Click Comments.
3. Type a message, then Send. Here are a few additional things you can do:
   1. If you enable Zoom integration, you can start an instant meeting by clicking the + icon.
   2. Insert an emoji.
   3. Mention someone.
   4. Upload files. These files will appear in the Files tab of each event. They will also appear in the primary files tab of each stream.
   5. Style your message with some formatting.

How to add an event to your personal calendar

Keep your personal calendar in sync with Ledger's calendar. This way, you can view your schedule from anywhere and can ensure there are no conflicts with your personal events.

1. Select an event.
2. Click the calendar icon.
3. Click Download ICS file.
4. Save the file.
5. Open the ICS file using your personal calendar application (e.g., Microsoft Outlook, Apple Calendar, or Google Calendar).

How to delete an event

1. Select an event.
2. Click the ellipsis icon.
3. Click Delete event.
4. A warning message pops up. If you confirm to delete, proceed to click Delete.

Tips for managing events

• The global Events area shows you all the events that are either created by you or assigned to you across all of your streams.
• Clicking the All Day row under a specific date will open a new event window with the date field already filled in.