How to Use the Calendar

The Calendar provides a visual timeline of tasks, milestones, checklists, and other important dates across your workspace.

Accessing the Calendar

Click "Calendar" in the sidebar. The calendar view shows events as colored dots or badges on their respective dates.

What Appears on the Calendar

  • Tasks — Shown on their due dates.
  • Milestones — Project deliverable deadlines.
  • Checklists — Client onboarding checklist due dates.
  • Invoice due dates — When payments are expected.
  • Contract dates — Start and end dates.

Calendar Views

Switch between different time views:

  • Month view — See the full month at a glance.
  • Week view — Focus on the current week.
  • Day view — Detailed view of a single day.

Clicking Calendar Items

Click on any item in the calendar to navigate to its detail page for more information or to make changes.

💡 Tip:

The calendar is color-coded by item type, making it easy to distinguish between tasks, milestones, and other events at a glance.

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