Tasks and calendar

Plan follow-ups with My Day and the week calendar.

What this is

A task is a to-do with a due date — call this client, send a contract, book a showing.

My Day shows what is due today. The calendar shows your week at a glance.

UI path: CRM → Tasks (My Day)

What this motion shows

1. Open CRM → Tasks. 2. Click New task. 3. Type a title like Call back Maria. 4. Set due date to today. 5. Link a client if needed. 6. Save. 7. Task appears in My Day and on the calendar.

Steps

1. Open My Day

   Click CRM → Tasks. The default view is My Day — everything due today.

2. Create a task

   Click New task. Add a title, due date, and optional client link. Save.

3. Mark done

   Check the box when finished. Done tasks move off My Day.

4. Use the calendar

   Click Calendar to see the week. Drag tasks to reschedule if plans change.

5. See all tasks

   Click All tasks for the full backlog across your team (if you have permission).

Expected result

Nothing falls through the cracks. You see today's work on My Day and the full week on the calendar.

Open tasks →