Creative agency glossaryProject Management and Workflow

Calendar Integration

Calendar integration connects a project or production tool to the team's calendars so that deadlines, shoot days and reviews show up where people actually look.

What is calendar integration?

Calendar integration is the link between the system that holds the plan and the calendar that runs the day. When a milestone is set in a project tool, it appears in Google Calendar, Outlook or Apple Calendar; when a meeting is moved, the project tool knows. The point is a single view of time. Without it the schedule lives in one place, the meetings in another, and the shoot day is on a whiteboard that nobody photographed.

Integrations range from a one-way feed of deadlines into a calendar to a full two-way sync where editing either side updates the other. Most agency tools offer at least the former.

Why it matters

Why calendar integration matters

People do not check the project tool; they check their calendar. A deadline that only exists on a board is a deadline that gets discovered the morning it is due. Putting the schedule into the calendar makes the plan ambient: the editor sees the client review on Thursday next to their dentist appointment, and plans the week accordingly. It also makes conflicts visible early, when the shoot day lands on top of the other client's launch.

For client-facing work it is a trust mechanism. A review that is in both calendars is a review that will happen.

In practice

How calendar integration works in practice

  1. 01

    Integration is set up once, per tool and per person. The project system publishes its milestones, shoot days and review dates as calendar events, usually to a shared project calendar that everyone on the job subscribes to. Two-way syncs go further: a review booked in the calendar creates a task, a task moved on the board moves the event. Time tracking tools often read the calendar too, so a two-hour client meeting becomes a two-hour entry without anyone typing it.

  2. 02

    The discipline is in what gets published. A calendar that receives every subtask becomes noise and gets muted. The useful feed carries the dates that change someone's week: deadlines, approvals, shoot days, deliveries. Everything else stays on the board.

At RIOT

Calendar integration at RIOT

A production lives or dies on its dates: the prep day, the shoot, the edit window, the delivery. Krova, our production software, holds the schedule next to the bid, the budget and the delivery so that there is one version of the dates for a job, and it is the version every calendar should reflect. Holiday window films for Tiffany & Co. and holiday films for Coach are the clearest case: the date the work goes public is fixed long before the shoot, and nothing upstream of it is allowed to drift.

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Watch out

What people get wrong about calendar integration

Syncing everything. A calendar that fills with every card from every board stops being read, and the one date that matters is buried under a hundred that do not. The other mistake is treating the calendar as the schedule. The calendar shows when; the project tool holds what, who and how much. If the two disagree, the project tool wins, and the integration exists to stop that argument from happening.

Questions

People also ask

What does calendar integration do in project management software?

It pushes deadlines, milestones and meetings from the project tool into the calendars people already use, and often pulls calendar events back as tasks or time entries. The aim is one view of the team's time.

Is two-way calendar sync better than one-way?

Two-way is more convenient and more dangerous. Moving a meeting in the calendar can silently move a milestone. One-way feeds from the project tool into the calendar are safer for anything other people depend on, like a shoot day.

Which calendars do agency tools integrate with?

Google Calendar and Microsoft Outlook are nearly universal; Apple Calendar usually works through a subscription feed. Check whether the integration is per user or per workspace, because a shared project calendar is more useful than thirty personal ones.

Next to it in the glossary

  1. Automatic Time TrackingAutomatic time tracking is software that records the hours people work by watching what they do on their computer, rather than relying on them to fill in a timesheet.
  2. Billable WorkBillable work is the time and effort an agency can charge a client for under the terms of the engagement, as opposed to the work it absorbs as a cost of doing business.
  3. Budget AllocationBudget allocation is the decision about how a fixed sum of money is split across campaigns, channels, projects and line items so that it does the most work.
  4. Client Collaboration ToolA client collaboration tool is a shared workspace where an agency and its client exchange files, feedback, approvals and updates in one place instead of across email.
  5. Client Holding AreasA client holding area is a private, controlled space where an agency shares work in progress with a client for review, separate from the agency's internal working files.
  6. Client Time TrackingClient time tracking is the practice of logging hours against each client so an agency can bill accurately, report on retainers and see which relationships are actually profitable.

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RIOT is a creative agency and production studio in New York. Strategy, brand, film, photography, design and the campaigns that carry them, made by one team. A few lines is enough to start: we read every brief the same day.

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