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Using the Calendar

How to use the Calendar?

Updated over 2 years ago

Overview

The calendar tracks all the user’s activities, use the Calendar to get a breakdown of what needs to be done across your company today, this week, or for the month ahead. 

Head to Activities > Calendar to view your calendar. You’ll be taken to your calendar. If you wish to look at another user’s calendar, simply search for their name in the User search bar in the top left-hand corner.  

With the calendars, you can:

  • View all the activities across for the day, week, or month

  • Drill down into your own calendar or a calendar for a particular user

  • Drag and drop to move activities in the calendar

  • Add new activities in the Actions Pane 

To see how to create activities, please see our guide.

Do you need Help? Start a conversation using the Blue help bubble in the bottom right corner.

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