Filters help you narrow your event list to the ones you want to see on the calendar or table. Filter the events, and then share the events or run a report.
Check out this clip from Planning Center University.
You can filter events from the Calendar tab.
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If you enable a feed, you'll see the events from that feed in the calendar. However, if you want to hide those events, you can select the feed to disable it.
Notice
Event Request feeds will allow you to see pending event requests in the calendar before they're approved.
Form feed filters are enabled for assigned default event owners and approvers. They are disabled for everyone else by default.
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Filter events based on your access to Calendar. Each person with access to Calendar can view any event or event request form, but may have different roles and permissions for specific events. Find those events by filtering with My Events.
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Filter by the event's approval status, whether the requested rooms or resources have been approved, are pending, or have been declined.
If you want to make sure events have been approved, filter by Pending to quickly approve or decline resources if you're in the appropriate approval group.
Tip
In the month view, events are color-coded based on their approval status. A yellow highlighted event indicates it has a room or resource pending approval. A red highlighted event means a room or resource requested for the event was rejected.
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Filter events based on the event owner, which is helpful when you want to update the event owners for multiple events.
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Events can be published or hidden on Church Center for congregants. Change the Church Center visibility of an event from the Event Settings.
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Filter the calendar based on a room or resource reserved for that event. Start typing the room or resource, and then choose the correct option from the dropdown. If you filter by a folder, the calendar will filter to events using any items within the folder.
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Any tags used in the current view will populate in the sidebar. Click a tag to show only events with that tag. If you want to see all the tags, choose it from the dropdown.
Caution
If you don't see any tags when Active tags is selected, it means none of your events have tags assigned to them. Assign tags to the events, and try the filter again.
The My events filter helps owners, managers, approvers, and subscribers find their events.
The owner is responsible for the event. By default, the owner is the person who created the event, but the owner can be reassigned to that position. The owner is listed in the event settings.
Change the owner by clicking the current owner's name, and then selecting a different person.
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Managers have the same access as the owner and can make changes to the event. Managers are listed in the event settings.
To add managers, type their names in the field. To remove them, click the x.
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A subscriber wants to receive information about an event's activity. To subscribe to an event's activity, click Subscribe and check the appropriate box.
Notice
Event owners, managers, and people in approval groups for rooms/resources on that event are always subscribed by default, and they can’t unsubscribe.
If you check the box to Subscribe to this event, you can find those events on the calendar view. Filter the page to Subscriber.
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Check the Enable email notifications box to receive an email when internal comments are added.
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By default, this box is checked for the event owner, original creator, and all members of approval groups assigned to it. They can uncheck the box at any time if they don’t want to receive emails about that event's activity.
Caution
Administrators cannot change subscriber options on behalf of other people.
Add tags to the filter bar to find events that have not been assigned any tags from that group.
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If you have a required tag group and want to see how many of your events are missing a tag from it, use the Table View to find them. In the Table View, add a tag from the group and change it to “none”.
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From here, you can use Bulk Editing to apply the missing tags to these events!
Check out this clip from Planning Center University.