On this page

The Calendar View displays your tasks in a familiar calendar format.

View Modes

Month View

See all tasks for the entire month at a glance. Ideal for planning and getting an overview.

Week View

Focus on a single week with more detail per day. Great for weekly planning.

Day View

Detailed view of a single day’s tasks with time slots.

  • Use arrow buttons to move forward/backward
  • Click Today to return to the current date
  • Click any date to jump directly to it

Task Display

Tasks appear on their due dates with:

  • Color-coded by calendar or status
  • Icons indicating priority
  • Quick status indicators

Interacting with Tasks

  • Click a task to view details
  • Drag and drop to reschedule (if you have edit permissions)
  • Right-click for quick actions

Filtering

Use the filter panel to show/hide:

  • Specific calendars
  • Task statuses
  • Assignees
  • Tags

Tips for Finance Teams

  • Use month view at the start of the period to review the full close schedule and spot deadline clusters
  • Use week view during active close to focus on the current week’s tasks
  • Check overdue tasks daily — a task overdue by even one day during close can cascade
  • Filter by calendar to isolate the month-end close schedule from tax or AP tasks