Calendar

The Calendar helps you manage task due dates and goal milestones. Use Month for a date-based overview or Agenda to review tasks grouped by when they are due.

Navigating the Calendar

• Switch between Month and Agenda using the controls above the calendar.
• Use the < and > arrow buttons to move between months in Month view.
• Select Today to return to the current date. The calendar highlights the current day.
• Select a day to review its tasks and goal milestones.

Managing Tasks

• View Task Details: Click a task entry to open its details. You can review its priority, linked claim or lead, people, files, and discussion.
• Update and Complete Tasks: Open the task’s details to make changes, or use its status control where shown. Status changes require permission to update the task. Cancelling a task asks for confirmation.
• Add a New Task: Click Add task to create a task. When you have selected a day, its date is filled in for the new task.

Tasks and subtasks appear on their due dates. In a selected day’s details, tasks are grouped under their goal, with tasks that have no goal shown separately.

Choose Which Work to Show

Choose Assigned to me to focus on your tasks, or Everyone to include tasks you can access across the team. Everyone does not give you access to records outside your permissions.

Use Open, Done, or All to control task statuses. Open includes Not started, In progress, and Blocked; Done includes Completed and Cancelled.

Goal Milestones

Goals with a target date appear as milestones in Month view and in the selected day’s details. To review the goal and its progress, open the claim’s Tasks tab or Goals & Tasks from the main menu.

The task assignment filter does not filter goal milestones. Milestones follow the goal’s status and the records you can access.

Agenda View

Agenda groups tasks into Overdue, Today, Tomorrow, Later this week, Next week, Later, and Earlier, as applicable. Use the same assignment and status controls to focus the list, then open a task to review or update it.

Agenda shows tasks with due dates. To review goal milestones, use Month view.