The whole month on one screen - tinted days have outstanding work, and clicking one drops you straight into that day's list.
Your task lists answer “what is outstanding?”. The calendar answers a different question: when. One screen shows the whole month, which days have something on them, and how busy the week ahead is.
This guide covers reading the calendar, jumping from a day straight into that day’s list, and why there is one calendar per Database Type.
Go to Task Management › Calendar, or click Calendar in the top bar from anywhere in the program.
There is one for each Database Type — Client Tasks, Prospect Tasks, Web Lead Tasks and Contact Tasks — and the name sits at the top of each. They are separate for the same reason the task lists are: chasing a Prospect and serving a Client are different work.
A tinted day with a dot has at least one outstanding Task on it. A plain white day has nothing to do. Today carries a ring, so you always know where you are in the month.
Only outstanding Tasks are marked. A day whose work is finished goes back to plain white, which is what makes the month readable at a glance.
Hover a marked day and it fills in. Click it and you land on that day’s task list — Client Task List — Today Not Completed (Calendar Date), filtered to exactly that date.
From there it behaves like any other task list: open the record with the yellow button, or close the Task with the green one.
Prev and Next step through the months, and each calendar moves on its own.
Use it on a Monday. The list tells you what is late; the calendar tells you what is coming. Two minutes here is a better plan for the week than any amount of scrolling.
Watch for clumps. Four tinted days in a row is a week to reschedule something out of, and you can only see that shape on a calendar.
Spread your recurring work. Recurring Tasks all landing on the 1st shows up here immediately — move a couple to the 8th and the month evens out.
An empty calendar is good news. It means nothing is outstanding, not that nothing is recorded.
It works on a phone. The grid resizes, so a quick check between meetings is realistic.
The calendar reads the same Tasks as everything else — the ones you create in Add a Task, the ones left open in Set a Follow-Up Reminder, and the ones that arrive on their own from Recurring Tasks and Workflows.
It shows the same outstanding work as the count at the top of every page. Different view, one set of Tasks.
My calendar is completely plain. Nothing is outstanding for that Database Type in that month. Check another month, or another calendar.
A day I expected to be marked is not. The Task probably has a Complete Date, which takes it off the calendar. Only outstanding Tasks are shown.
I can see the Task on the list but not the calendar. Check the schedule date — the calendar places Tasks by that, not by when you created them.
My Prospect Tasks are missing. They are on the Prospect calendar, further down the page. Each Database Type has its own.
Clicking a day shows nothing. The list opens filtered to that date and to Not Completed. If the work was finished in between, the list is correctly empty.
One per Database Type. The same reason the task lists are separate — different kinds of work, kept apart on purpose.
At least one outstanding Task is scheduled on it.
No. Only what is still outstanding. For history, use Search Your Task History.
You go to that day’s task list, filtered to the date, where you can open or complete anything on it.
Not directly. Tasks are added from a record’s Tasks tab, so they stay attached to a person.
No. This is a view of your Internoodle Tasks.
One at a time, with Prev and Next.
Yes. The grid resizes to the screen.
Your Task lists also come as a calendar. Task Management, Calendar. There is one for each of your Database Types. Clients, Prospects, Web Leads and Contacts. A tinted day with a dot means something is outstanding. A plain day means there is nothing to do.
Today is the one with the ring around it, so you always know where you are.
Now hover over a day that has something on it, and it lights up. Click it.
And there is that day’s list, ready to work. Everything you can do on a Task list, you can do here. Open the record, or mark it complete with the green button. Prev and Next walk you through the months.
One glance tells you what kind of week you are having.
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