Workiva Support Center

Note: Workiva Calendars and Calendar-related features (such as using business days in processes) are currently only available in some of our Financial Reporting and Financial Services solutions.

Add events to a calendar

Users can add events to a calendar as long as they have Owner or Editor permissions. See Edit calendar settings or permissions to learn more about permissions.

To add an event to a calendar:

1. Click Calendar to go to the Calendars experience. 
   
2. In the Calendars experience, click Add event. 
   
3. Fill out the following fields:
   • Enter a Title.
   • Select the Start date and End date. If the event is not an all-day event, select the Start time and End time as well. You can also specify the Time zone and add an event description.
   • Select which Calendar to add the event to.
4. Click Add.

The event is now added to your selected calendar.

Edit events in a calendar

Users can edit events in a calendar as long as they have Owner or Editor permissions. See Edit calendar settings or permissions to learn more about permissions.

To edit an event in a calendar:

1. Click Calendar to go to the Calendars experience. 
2. In the Calendars experience, click Edit on the desired event. 
   
3. Edit the event as desired.
4. Click Save.

Duplicate events in a calendar

Users can duplicate events in a calendar as long as they have Owner or Editor permissions. See Edit calendar settings or permissions to learn more about permissions.

To duplicate an event in a calendar:

1. Click Calendar to go to the Calendars experience. 
2. In the Calendars experience, click Duplicate from the three-dots menu of the desired event. 
   
3. Edit the duplicated event fields as desired.
4. Click Add.

The duplicated event is now added to your selected calendar.

Delete events from a calendar

Users can delete events from a calendar as long as they have Owner or Editor permissions. See Edit calendar settings or permissions to learn more about permissions.

To delete an event from a calendar:

1. Click Calendar to go to the Calendars experience. 
2. In the Calendars experience, click Delete from the three-dots menu of the desired event. 
   

The event will now be deleted from the calendar.