Task Calendar
Leads โ Task Calendar shows all lead tasks plotted on a calendar. Switch between weekly, monthly, and rolling 30-day views to see what needs attention and when.
Opening the Task Calendarโ
Go to Leads โ Task Calendar in the sidebar.
Calendar Viewsโ
Use the View selector in the top toolbar to switch between:
| View | Shows |
|---|---|
| Month | All tasks for the current month |
| Week | All tasks for the current week (MonโSun) |
| Next 30 Days | Rolling 30-day window from today |
Click the โ and โ arrows (or use the calendar navigation) to move between periods.
Filtering Tasksโ
By Assigned Userโ
Use the Assigned To filter dropdown to show only tasks assigned to a specific team member. Useful for managers reviewing their team's workload.
Leave it set to All Users to see the full team's calendar.
By Statusโ
Use the Status filter to show:
| Filter | Shows |
|---|---|
| All | Every task regardless of status |
| Pending | Tasks not yet completed |
| Completed | Tasks already marked done |
| Overdue | Tasks past their due date and not completed |
Tasks on the Calendarโ
Each task appears as a colored event block on its due date. Clicking a task opens a quick-view popup with:
- Task title and description
- Associated lead name (click to go to the lead)
- Due date and time
- Assigned user
- Status (Pending / Completed)
- A Complete button to mark it done inline
Creating Tasksโ
Tasks are created from the lead detail view, not from the calendar itself:
- Open any lead.
- Click the Tasks tab.
- Click Add Task.
- Fill in the title, description, due date, and assigned user.
- Save โ the task appears on the calendar immediately.
Completing Tasks from the Calendarโ
- Click any task block on the calendar.
- In the popup, click Mark as Complete.
- The task is removed from the pending view (it still appears if you filter by "Completed").
Frequently Asked Questionsโ
Q: Can I create tasks directly on the calendar by clicking a date? Not in the current version โ tasks must be created from the lead detail view to ensure they're linked to the correct lead.
Q: Are meeting bookings shown on the Task Calendar? No. Meeting bookings appear in the Calendar section under Meetings. The Task Calendar only shows lead tasks.
Q: Can I see tasks for leads I don't own? Yes โ managers and admins can see all tasks by setting the Assigned To filter to All Users.