Calendar Addon

Track billable activities directly from your Google Calendar events.

The Calendar Addon integrates with Google Calendar to track billable activities directly from your calendar events.


What It Does

The Calendar Addon allows you to:

  • Create billable activities from calendar events
  • Track time spent on client work
  • Associate activities with clients and projects
  • Select activity types and mark billable status
  • View existing activities linked to events

How to Use It

1. Open a Calendar Event

Click on any calendar event in Google Calendar. The addon panel opens on the right side showing the event details.

2. Create an Activity

Click "Create activity item" to open the activity form:

FieldDescription
Activity TypeSelect from your organization's activity types
BillableYes/No toggle for billing status
ClientAuto-suggested from event title, or search
ProjectDropdown of the client's projects
DescriptionActivity notes (pre-filled from event description)
DesignerWho performed the work
TimeStart/end time from the calendar event

3. Save

Click Save and the activity is recorded. The addon:

  • Saves to the main database
  • Creates/updates the shared Activity Tracker calendar event
  • Links the activity to your calendar event

Key Features

Client Auto-Detection

The addon automatically suggests clients based on:

  • Event title (pattern matching)
  • Event location
  • Manual search with suggestions

Project Assignment

When you select a client:

  1. The addon shows matching projects
  2. Auto-selects "General" project as default
  3. Fetches project-specific hourly rates

Edit Existing Activities

If an activity already exists for an event, the addon shows an overview with an "Edit Activity" button that opens the web app for full editing.


Activity Form Fields

FieldRequiredDescription
Activity TypeYesType of work performed
BillableYesWhether the time is billable
ClientYesClient the work was for
ProjectYesSpecific project
DescriptionNoNotes about the work
DesignerYesTeam member who did the work
Date/TimeAutoFrom calendar event

Troubleshooting

IssueSolution
"No projects found"Create projects in the web app first
"No activity types"Ask admin to add activity types in Settings
"Designer not found"Check you're a member of the organization
Activity not savingRefresh the calendar and try again