Integration - Google Calendar

PlanStreet inc allows you to integrate with G Suite, so you can assign a task on Google Calendar and upload files on Google Drive from within the system.

1.   Log into your system and click on the Integration icon on the left navigation bar. In the Integration window you will find 3 options for integration. Click on the G Suite Connect button. 

2.   A new window will appear asking you to choose an account you want to connect with PlanStreet.

 

3.   After choosing your account, Google will ask you that 'PlanStreet wants to access your Google Account'. Scroll down and click on "Allow". 

This will allow PlanStreet to manage your Google Drive as well as Google Calendar.

 

After hitting the 'Allow' button, you will get a confirmation message that you are connected now.

 

4.   Click on 'My Schedule' icon on the left navigation bar. It will allow a user to add, assign, edit, share and delete your tasks and meetings on Google Calendar. You can change the view setting by clicking on the Month, Week, Day or List.

 

How to Sync Google "Calendar" with PlanStreet "My Schedule"

Calendar and My Schedule are sync automatically. Any event you create on My Schedule will automatically show on google calendar and vice versa.

For Example: You want to create an event on the 27th of August. Click on the Add button in the bottom right corner. It will take you to an event creation page.

 

Fill in the basic information required and click on Save to create an event.

 

The event will be created on the 27th of August. To confirm if the event is also created on Google Calendar. Go to you Gmail and select calendar.

Click on the date where you crated the event. The event will be displayed automatically.