How to filter events in my Upcoming tab

It's important to connect your calendar to Jump so that Jump knows which Zoom / Google Meet / Microsoft Teams meetings to send notetakers to. It also enables Jump to automatically generate pre-meeting prep for the clients attending that meeting. We discuss this in more detail here.

However, sometimes this pulls in too many events, including internal ones that you don't want the notetaker to attend, cluttering up your Upcoming tab as in the screenshot below:

To fix this, set custom event filters by going to User Settings > Preferences, then scrolling down to the Event filters settings.

You can filter in events based on title, or filter out events based on title.

To filter in only those events that include certain titles, add an event title filter, select "Contains" in the middle box, and then type in the title you want to include.

In the example below, we're adding an event filter that pulls in all events that have the phrase "client meeting" somewhere in the title:

Once we click on the "Add client meeting" option that appeared in the dropdown, we'll see the following:

If we also wanted to pull in events with "annual review" in the name, we could then click inside the box once more, and type "annual review" and select "Add annual review." We'd see the following:

This will pull in calendar events with "client meeting" or "annual review" in the title. (The filter is not case sensitive.)

What we don't want to do is add a separate line with another event title filter, because Jump requires events to match all of the filters. So, if we had this, for example, we'd only pull in events with both "client meeting" and "annual review" in the title, and there probably aren't many events like that!

Using the middle dropdown, you can also create a filter for words or phrases the event title:

Another option is to include only events where you are the organizer, or events where you are not the organizer, as shown below:

Another option is to include only events where the conference provider is, or is not, Zoom, Google (for Meet), or Microsoft (for Teams).

To include events for a particular conference provider (or set of conference providers), use the "Conference provider" option on the left.

To exclude events for a particular conference provider (or set of conference providers), use the "Conference provider is not" option.

Each calendar system has its own way of determining the event type. Follow the instructions for your specific calendar below.

Redtail: If you're a Redtail user, you might want to only include or exclude specific event types ("Appointment," "Phone call," etc.). Select the "Event type" filter, chose "Is exactly," "Does not contain," etc. (depending on your goal), and add the relevant event types.

If the following were our sole event filter, we'd only pull in events that have the Redtail event type of "Appointment" and nothing else.

Google: If you're a Google calendar user, the event type is described by the color of the calendar. When using the filter in Jump, simply type the hex color code for the calendar you wish to add to the filter. ("#abcdef").

Here is how to find the hex color code of your different calendars.

First, find "My Calendars" listed on the left hand side. Then, click on the vertical three dots listed next to the desired calendar.
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Next, click the + button found at the bottom of the color options. "Add custom color" will appear.

Lastly, you will see the hex color code listed. Copy this code into the Jump filters as the event type.

Outlook (and Exchange): If you're a a Microsoft calendar user, the default event type is described by the color name. ("Green"). However, these category names can be changed in Outlook/Exchange. As long as the category names in Jump match those in your calendar, the filters will work as expected.

Here is how to find the color categories in Outlook/Exchange:

Using this method will require you to categorize your events going forward. Otherwise, Jump will not be able to filter your calendar events properly.

Another option is to filter events based on their visibility, meaning they're public or private events.

To include events that are public, select Event Visibility from the left dropdown, then select "Public" from the dropdown on the right.

But, if you only want to include events that are private, select "Private" instead from the dropdown.

Have questions about setting up your event filters? Reach out to [email protected] for assistance.