Syncing your external Google Calendar with Satisplan

You might be using external calendars, such as Google Calendar, for a number of reasons. While Satisplan provides a Calendar functionality that you can use to manage 100% of your own work, you might still want to continue using an external calendar for external meetings, for example.

Satisplan allows you to sync your Google Calendar, so that you can:

• See all of your tasks and events in one place
• Leverage Satisplan’s functionality to know which tasks were Done and which were not, thus ensuring you never accidentally forget to do a Task
• Leverage Satisplan’s functionality to manage Task Deadlines, assign Tasks to others, monitor the State of your Tasks and your team’s Tasks, and much more

How to sync your Google Calendar with Satisplan

If you are syncing your Google Calendar for the first time

If you are syncing your Google Calendar with Satisplan for the first time, or if no Google Calendars are currently synced with your Satisplan account, you can follow this process:

• Open the Drawer
• Tap “Sync with Google Calendar”
• This will initiate your operating system’s workflow to sync a Google Account with another app. Depending on your computer or phone, your workflow may or may not look like the screenshots here. Please follow the workflow, and if you have any questions feel free to contact our Customer Success Team at support@satisplan.com
• This workflow will ask you to choose one Google Account that you want to sync, and then one Google Calendar that is visible through that Google Account. Please choose the first Calendar you want to sync. You will be able to sync additional Calendars later, if you so wish

NOTE THAT only 1 Google Account can be synced with Satisplan at any one time, but there is no limit to how many Google Calendar(s) can be synced.

If you want to sync additional Google Calendars

If you have already synced your Google Calendar and want to sync additional Google Calendars, you can follow this process:

• Open the Drawer
• Underneath the name(s) of your synced Google Calendar(s), tap “Add Google Calendar”
• Tap on the name of the additional Google Calendar you want to sync

NOTE THAT you will only be able to sync additional Google Calendars if they are visible via the same Google Account you have already synced: only 1 Google Account can be synced with Satisplan at any one time. However, you can share your own Google Calendars in order to make them all visible within the same Google Account. Please see Google Calendar Help for instructions on how to do this, or contact our Customer Success Team at support@satisplan.com, we will be happy to walk you through the process!

Pro tip: refreshing your Google Calendar sync, if needed

If your Google Calendar looks out of sync, you can instantly refresh your sync by doing the following.

On web:

• Refresh your browser (optional, but can be useful)
• Open the Drawer and tap on the name of your Google Calendar

On Mobile App:

• Open the Drawer and tap on the name of your Google Calendar

Linking your Satisplan Tasks with Google Calendar Tasks

If you have synced external calendars, such as a Google Calendar to Satisplan, you will be able to link your Satisplan Task to a task or event from one of those external calendars.

If you do this, you will be able to apply Satisplan’s unique functionality to a specific Google Calendar task, in order to:

• Know whether the task was Done or not, thus ensuring you never accidentally forget to do a Task
• Manage the Task Deadline, assign the Task to others, monitor the State of the Task, and much more

To link a Satisplan Task to a Google Calendar Task, you need to:

• Ensure you have at least one Google Calendar synced with Satisplan; to do this, see “How to sync your Google Calendar with Satisplan”
• Open a Task’s Task Details View (for example, by tapping on the Task’s tile)
• Tap “Link to External Calendar Task”
• A popup with a list of Google Calendar tasks and events appears; you can scroll up and down to select the Google task or event you wish to link to your Satisplan Task
• Tap the desired Google task or event
• Save your Satisplan Task

Now that your Satisplan Task is linked to a Google Calendar task or event, you will notice the following differences:

• In the Calendar Screen and the List Screen, the background of the Task Tile of the Satisplan Task will be of the same colour as the colour you picked in Google Calendar for the calendar you are syncing
• In the Calendar Screen and the List Screen, if you tap the 3-dot menu of the Task Tile, you will see an option to “Open External Link”; if you click it, the details of the Google Calendar task or event will be displayed
• In the Task Details View of the Task, you will see “Linked to External Calendar Task”
  • If you click it, the details of the Google Calendar task or event will be displayed
  • If you click the “x” next to it, the Google Calendar task or event will be unlinked; you can then link a different Google Calendar task or event, if you wish