Calendar

See your task due dates laid out by day.

The calendar sits beneath your client table on the dashboard and gives you a month view of everything that’s due.

What appears on the calendar

Any task with a due date shows up on the day it’s due, including:

• Personal tasks you’ve added to your own list
• Client tasks you’ve pulled into your personal list

Days with tasks are marked, so you can scan the month and see where your workload is concentrated.

Adding a task from the calendar

Click a day to see what’s scheduled and add a new task for that date right from the calendar — the due date is filled in for you.

Pair the calendar with to-do lists: add due dates to your recurring client work (monthly reports, check-ins, renewals) and they’ll line up on the calendar automatically.

Due-date colors

The same color coding from your to-do lists applies on the calendar — red for overdue, amber for due today or tomorrow, gray for later — so urgent items stand out at a glance.