Calendar

The Calendar function is a tool designed to help your team effortlessly manage tasks by providing a comprehensive overview of assignments and their corresponding deadlines. Stay organized and on top of your schedule with this intuitive feature.

Task Display on Calendar View

1. Tasks in the calendar view are presented on a monthly basis.

2. Only tasks with specified due dates will appear in the calendar. These tasks will be shown on the due date within the calendar interface.

Multiple Tasks in a Single Day

1. In the event of multiple tasks scheduled for the same date, the calendar will show uncompleted tasks at the top in chronological order. Completed tasks, also arranged chronologically, are displayed below.

   
2. If there are too many tasks on a single day, a message will appear indicating more tasks.

   
3. Click onto it to view the complete list for that day.

   

Change Calendar Month

1. You can change the calendar month accordingly here:

   

Quick Navigation to Today

1. Today's date will be highlighted.

2. Clicking "Today" will redirect you to today's date.

   

Task Filter

1. By default, you will see tasks on the calendar assigned to you only.

2. If you would like to view tasks for another person, you can select and filter accordingly by name or email here.

3. Unchecking your name will allow you to view everyone's tasks.

   

Adding Tasks on Calendar

1. You can add tasks via the Calendar view as well.

2. Navigate to the due date of the task and click the "+" icon to add a task.

   
3. Fill in the details of the tasks. The deadline will automatically be filled in. You can amend it if necessary.

4. Click "Save".

   
5. The task will be displayed on the calendar.

Editing Tasks on Calendar

1. You can also edit tasks via the calendar.

2. Click onto the task you wish to edit.

   
3. Make the necessary changes and click "Save".

   
4. You can only edit tasks if you are the task creator, assignee or owner of the CRM. Otherwise, you will not be able to edit.

   

Completing Tasks on Calendar

1. To mark a task as complete, just click onto the checkbox next to it.

   
2. Once a task is completed, it will be visibly strikethrough and automatically moved to the bottom of the list.

   
3. Tasks can only be marked as completed by the task creator, task assignee or owner of the CRM. Otherwise, you will not be able to complete the task.

Deleting Tasks on Calendar

1. You can also delete tasks via the calendar view.

2. Click the "Delete" icon beside the task you wish to delete.

   
3. A pop-up notice will appear. Click "Confirm" to proceed to delete the task.

   
4. The task will be removed from the Calendar.

5. You can only delete tasks if you are the task creator, task assignee or owner of the CRM. Otherwise, you will not be able to see the "Delete" icon.