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Calendar Layout

Organize and manage your data in a calendar view.

Updated today

Much like its name suggests, you should use the Calendar layout when concerned with the timing of your work.

Note: Tasks without a due date won't show up in the Calendar layout. Use this view for tasks with a specific due date or date range.

This view is available in the Tasks screen, and to access it, click on the Layout dropdown and select Calendar.

Customize your view

Once you've selected the Calendar layout, you will notice several options at the top: Fields and Filters.

Fields

Click on Fields to select from the list or type a field that you want to see in your calendar view. Each field corresponds to one column in the layout.

To keep the view clean, there are only a few fields displayed:

  • the task status icon

  • the project client icon (which will display the project name when you hover over it)

  • the assignee

  • the subtask icon (if applicable)

  • the task number

  • the task title (mandatory field)

Filters

Set up a filter to display only data that meet a certain parameter, e.g. only tasks belonging to a single Assignee.


​Time frame​

You will notice that the calendar view is limited to 1 month at a time.

At the top left, you can shuffle between the months. The central icon which reads "This month" always returns you to the current month.

Save your tab

When you're done with the view customization, be sure to save it:

  • Selecting the "Save as" option allows you to create a new tab from an existing one.

  • You can make the tab visible to everyone, only to you, or share it with the users of your choosing, name it, and change the layout.

  • The "Save changes" option saves over the last saved tab.

If you turn off Visible only to you option when editing the tab, it means that your teammates can use this setup as well if they have sufficient permission levels to do so. If you leave this option checked, the new tab will be visible only to you. You can always change this setting if needed in Customize view settings

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