Much like its name suggests, you should use the Calendar view when concerned with the timing of your work. Tasks without a due date (or date range) will not appear in this view. For that reason, you should use this view when handling tasks with a set due date or date range.

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

The standard view options are located at the top. The tasks below are displayed according to their date range, or their due date:

  • Fields. Click on Fields to select any data that you want to draw into your Calendar view.

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

    • 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)

  • Filter. Set up a filter to display only data that meet a certain parameter - e.g. only tasks belonging to a single Assignee. For more info on setting up your view, click here,

When the view opens up, you will notice that it is limited to 1 month at a time.

At the top left, you can shuffle between the months. The central circle icon always returns you to the current month.

Creating and editing tasks

There are two ways to create tasks in the Calendar view:

The first way is to click on any of the days on display and pick the task's project. This will navigate you to the usual task creation screen. Notice that in this case, the date selected on the Calendar view has been transferred to the Due date field.

The second way is to click and drag across multiple days in the Calendar view:

This will create a task with a Date range:

Of course, all this data can be changed later on by editing the task from the Calendar view, or any other view.

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