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Using the project calendar

The Project Calendar tab displays tasks by day of completion in monthly or weekly views. You can see at a glance which days are busy and what deadlines are approaching.

  • Project manager
  • Project Member
  • Viewer
  • Customer (tasks assigned to them)

How to use the project calendar?

The Project's Calendar tab displays tasks by due date in month or week view. Who can do this: Project Manager; Project Member; Viewer; Customer (tasks assigned to them). Completed tasks are struck through, high-priority and urgent tasks show an orange ribbon, and milestones appear as diamond icons. See at a glance which days are busy and what is approaching.

Steps

  1. Open the Calendar tab in the project. Tasks for the current month are listed by their due dates; today's date is shown inside a coloured circle.

  2. Switch between Month and Week 1. Use the arrows to go to the previous and next month or week, and Today to return to the current date.

  3. Click the task name to open the task panel 2. Changing the due date in the panel moves the task to the new day in the calendar.

demo screen (with demo data)
  1. 1Month and Week
  2. 2Click on the task
Result Completed tasks are struck through; high and urgent priority tasks show an orange stripe; milestones appear as diamond symbols.
Tip Tasks without a due date do not appear in the calendar; the count is shown in the top right corner. Customers only see tasks open to them.

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