Custom Labels for Calendar Appointments

Enhancement Voting
1

What financial, time savings, or quality of life improvements will occur with this:

  • Time Savings & Cross-Department Efficiency: Users across all roles will save significant time by being able to filter and isolate specific meeting types with a single click. Instead of scanning calendar entries, departments can instantly filter for what is relevant to them.
  • Operational Visibility & Custom Filtering Across Roles:
    • Project Management & Operations: Project managers can label appointments by project phase (e.g., Kickoff, Daily Standup, UAT Testing, Milestone Review) to quickly assess how much time is dedicated to active execution versus administrative alignment.
    • HR & Recruiting: Recruiters can tag interviews by stage (e.g., Screening, Technical Round, Panel Interview, Onboarding) to instantly see their weekly hiring pipeline.
    • Field Service & Dispatch: Coordinators can label dispatch appointments by type of service (e.g., Emergency Repair, Routine Maintenance, New Installation) to monitor technician schedules and resource allocation at a glance.
    • Customer Success & Support: Account managers can categorize client touchpoints (e.g., Handoff, Quarterly Business Review (QBR), Escalation Sync) to easily track customer health activities.
    • Accounting & Compliance: Financial teams can label high-importance meetings (e.g., Auditor Check-in, Board of Directors Review, Month-End Close Prep) to keep highly sensitive and time-critical prep work organized.
    • Sales Teams: Sales professionals can segment their calendar views by pipeline stage (e.g., Discovery, Demo, Proposal Review) to visually evaluate daily deal activity.
  • Quality of Life: Color-coded calendar labels act as immediate visual “pattern interrupts” on a busy team calendar. Leads and managers can see at a glance how their team’s hours are balanced across different categories of work without opening individual appointment details.

Attempted solutions so far: We have attempted to work around this using Custom Calendars and filtering them by Appointment Types. While this works as a basic workaround, it introduces administrative friction and falls far short of a true labeling system:

  1. Clutters Global Settings: To filter by “meeting stage” (like Discovery vs. Demo), we have to create a separate global Appointment Type for each stage. This heavily clutters the dropdown menus for every single employee in the company when scheduling a basic meeting.
  2. No Multi-Tagging: An appointment is locked into only one Appointment Type. A true labeling system would let us apply multiple labels to a single meeting (e.g., tagging a calendar event as both [With Auditor] and [Urgent Review]).
  3. No Dynamic Sidebar Filtering: Custom Calendars require filters to be hardcoded directly into their backend configuration. They do not allow users to open their main calendar and use a sidebar checklist to dynamically check or uncheck color-coded labels in real-time.
  4. No Easy Drag-and-Drop: Unlike the Tasks Board, where users can drag a task onto a label in the sidebar to tag it, there is no way to quickly drag calendar events to apply tags.

Digging deep - Any additional Why behind this request / How was this accomplished before Striven:

  • The “Why” Behind the Request: Striven already has an incredibly successful, standard labeling framework for both Tasks and Sales Orders. Extending this exact same labeling logic to the Calendar/Appointments system would unify Striven’s information hierarchy. Unifying this feature across the platform makes onboarding easier and ensures a seamless user experience—regardless of what department a user works in, they would use the exact same labeling logic to organize their work.
  • How this was accomplished before Striven: In platforms like Microsoft Outlook or Google Calendar, users rely heavily on “Categories” or color-coded labels to keep their schedules from becoming chaotic. When transitioning from these legacy environments to Striven, users expect to retain this level of visual control over their day. Without native calendar labeling, team members often drift back to using external calendars to plan their time, defeating the purpose of Striven being a single, comprehensive “all-in-one” business management workspace.
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