Calendar

The Calendar view provides a traditional monthly calendar interface to help you manage your tasks and their due dates. It’s an intuitive way to visualize your schedule and stay on top of your responsibilities.

Navigating the Calendar

• Use the < and > arrow buttons at the top-right of the calendar to move between months.
• The calendar will highlight the current day.

Managing Tasks

• View Task Details: Click on a task entry in the calendar to open a sidebar on the right. This sidebar displays all the details of the selected task, including its priority, associated claim/lead, and description.
• Update and Complete Tasks: From the details sidebar, you can add notes, make changes, or mark the task as complete.
• Add a New Task: Click the Add Task button at the top-right to create a new task directly from the calendar view.

Personalized View

The Calendar view is personalized. Standard users will see only the tasks assigned to them. Users with Admin or Owner permissions will see all tasks across the system, providing a complete overview of company-wide deadlines.