How-to guides

Creating a Daily Note/All Day Appointment

Download PDF document Download the PDF version of this How-to Guide
 ‹‹ Return to How-to guides & videos

Table of contents

Overview of Daily Notes & All Day Appointments

There is no delivered ‘Daily Note’ function in SFU Connect, although there are methods of simulating this functionality. Daily Notes in SFU Connect are essentially created as 'all day appointments' that appear at the top of each day in all views (except Month view).

Daily Note in SFU Connect

There are two suggested methods of creating a Daily Note in SFU Connect: Placing it in the default calendar and marked as 'Free', or in a separate calendar.

Back to top

Method #1: Creating a Daily Note in your Default Calendar

  1. Navigate to the Calendar tab in SFU Connect.

    Calendar tab in SFU Connect

  2. Right click on a calendar day and choose ‘New All Day Appointment’. Depending on your settings under Preferences > Calendar, either the Appointment Creation Menu or the QuickAdd Appointment menu should appear.

    New All Day Appointment

    Note: If you wish to use the QuickAdd Appointment menu, see the 'Creating a Daily Note/Day Appointment using QuickAdd' section. If you are placing it in your default calendar, set the appointment as ‘Free’.

  3. In the Appointment Details menu, enter the subject of the note, which is basically what the note will display. Leave the ‘Location’ blank, as anything entered in this field will not be displayed.

    Fill in subject

  4. You will notice that the appointment is marked as 'Free' automatically. If it is not, set it to 'Free'. Set the destination to ‘Calendar’, which is your default calendar.

    Set as Free and choose Calendar

  5. Leave the Time settings as they appear, set to ‘All day event’. You may choose a repeat or reminder setting if you wish.

    All day event flag

  6. Once you have finished, click ‘Save’ at the top left of the screen to create the Daily Note.

    Save the Daily Note

  7. The Daily Note should appear at the top of the day. Note that it is very faded because it has been marked as ‘Free’ to avoid blocking off the entire day as ‘Busy’.

    Daily Note has been created

Back to top

Method #2: Creating a Daily Note in a Separate Calendar

Creating a Separate Calendar

  1. Navigate to the Calendar tab in SFU Connect.

    Calendar tab in SFU Connect

  2. Click on the ‘New Calendar’ button on the left of the screen. A new menu should pop up.

    New Calendar button

  3. Type in a name for the new calendar, such as ‘Daily Notes’. You may also customize the color of the calendar

    Creating a new calendar

  4. Check on ‘Exclude this calendar when reporting free/busy times’. By doing this, if someone is scheduling you into a meeting, it will ignore items in your ‘Daily Notes’ calendar.

    Exclude calendar when reporting free/busy times

  5. Click ‘OK’ to create the new ‘Daily Notes’ calendar.

    Click OK
  6. The new calendar will now appear in the list of calendars on the left side of the screen, as well as a drop down selection with creating a new appointment.

    New calendar has been created

Back to top

Creating a Daily Note in the New Calendar

  1. To create a daily note or day event in SFU Connect, click on the ‘New’ button on the top left of the screen. This will bring up the Appointment Details menu.

    Click to create a new appointment

  2. In the Appointment Details, enter the subject of the note, which is basically what the note will display. Leave the ‘Location’ blank, as anything entered in this field will not be displayed.

    Enter subject of note

  3. Change the destination calendar to your Daily Notes calendar, or whichever calendar you wish to place the note.

    Choose destination calendar

  4. Check on ‘All day event’ in the Time section. This is what makes the event appear at the top of the page in the Day, Work Week, Week and Schedule views.

    Choose All Day Event

  5. If you do not wish to receive a reminder for the daily note, change the reminder setting to 'Never'.

    Reminder settings

  6. Once you have finished, click ‘Save’ at the top left of the screen to create the daily note.

    Save the daily note

Back to top

Creating a Daily Note/All Day Appointment using QuickAdd

  1. Right click on a calendar day and choose ‘New All Day Appointment’. The QuickAdd Appointment menu should appear.

    QuickAdd Appointment

    Tip: If the QuickAdd Appointment menu is not appearing, check your settings in SFU Connect by going to the Preferences tab, then clicking on the Calendar tab underneath. Under the Creating Appointments section, make sure the following check box is checked: ‘Use the QuickAdd dialog when creating new appointments’.

  2. In the QuickAdd Appointment menu, enter the subject of the note, which is basically what the note will display. Leave the ‘Location’ blank, as anything entered in this field will not be displayed.

    Enter subject of note

  3. Next, change the destination calendar to your Daily Notes calendar, or whichever calendar you wish to place the note. If you are placing this in your default calendar, be sure to set the appointment to show as ‘Free’ instead of ‘Busy’.

    Set destination calendar

  4. Click 'OK' once you have finished.

    Save the daily note

  5. The daily note will now appear at the top of each day in Day, Work Week, Week and Schedule view.

    Daily note has been created

Back to top

‹‹ Return to How-to guides & videos