How to use the calendar

The calendar gives you a visual view of events, deadlines, and other scheduled items.

Views

  • Day view - detailed schedule for a single day
  • Week view - good for planning the near term
  • Month view - useful for bigger-picture planning

Working with calendar items

  • Click any item to open the related record (event, task, etc.).
  • Create new calendar entries directly from the calendar if your permissions allow it.
  • Switch views using the controls at the top of the calendar.

Many teams find it helpful to color-code different types of activities (public events, internal meetings, campaign deadlines, volunteer shifts, etc.) so the calendar is easy to scan.