Calendar View

The Activity Calendar View provides a weekly overview of your scheduled activities helping you efficiently manage your daily workflow.

Calendar Layout: Understanding the Weekly Overview

• Located in the middle of the screen displaying the days of the week from Sunday to Saturday.

• The calendar shows activities for a seven-days period in a weekly format.

• Activities are displayed in their corresponding time slots under the respective dates.

• Each activity displays its name, type, and a checkbox for quickly marking the task as complete.

• Scroll down to view tasks scheduled for later in the day.

• You can also drag the activity to your preferred date and time.

• Placing the cursor above an activity displays the scheduled time for that activity.

How is the Task Count calculated for each day?

• Below each date, you'll see the ratio of completed tasks to total tasks for the day.

• For example, on Monday 17, it shows 6/7, meaning 6 tasks are completed out of a total of 7 scheduled tasks.

Toggle Weekends and use the Today Button for quick navigation

• Use the Weekends drop-down located at the top right, to display or hide weekends in the Calendar View.

• Use the Today button present in the top right corner to quickly navigate back to the current week on the calendar.

Visibility for Activities Scheduled Across Multiple Days

• Activities scheduled across multiple days are highlighted above the designated section for better visibility. This helps users prioritize and manage longer-term tasks, ensuring important deadlines are not missed and supporting proactive planning within the CRM system.