View the Calendar

The calendar shows all your obligations in one place — tasks, activities, cases, and calendar events, organised by date. View it by day, working week, full week, or month. It is especially useful for tracking deadlines and planning work ahead.

[ Video guide — insert video or link ]

In this article

• Open the calendar
• View events
• Change the view
• Filter displayed items
• Navigate the calendar
• Create a new event

Open the calendar

• In the main menu, click Calendar.

[ Screenshot — Calendar ]

View events in the calendar

The calendar shows every item you can access: tasks, activities, cases, and calendar events. Items are separated by colour. Click an item to open its detailed view.

[ Screenshot — Displayed items ]

Change the calendar view

At the top of the screen, choose a view:

• Day — obligations for a single day.
• Working week — working days in the current week.
• Week — the whole week, including the weekend.
• Month — all obligations in the current month.

[ Screenshot — Calendar views ]

Filter displayed items

Use the coloured filters in the upper-right corner to show only one type of item:

• Tasks — displays tasks only.
• Activities — displays activities only.
• Cases — displays cases only.
• Calendar events — displays calendar events only.

[ Screenshot — Calendar filters ]

Navigate the calendar

• Click < or > to move to the previous or next period.
• Click Today to return to the current date.
• Select a date from the mini calendar on the left.

[ Screenshot — Calendar navigation ]

Create a new event

• Click New event.
• Complete the form with the event details.
• Click Save.

The event appears in the calendar on the selected date.

[ Screenshot — New event ]