---
title: Tasks and calendar
description: Plan follow-ups with My Day and the week calendar.
canonical_url: https://housingstreet.com/help/crm/tasks-and-calendar
md_url: https://housingstreet.com/help/crm/tasks-and-calendar.md
last_updated: 2026-07-13
status: ga
relatedRoutes: ["/tasks","/tasks/calendar","/tasks/all"]
---

## What this is [#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.

<UiPath path="CRM → Tasks (My Day)" />

<DocScreenshot src="/help-media/tasks/my-day.png" alt="My Day task list with due today items and checkboxes" caption="Today's follow-ups" />

<DocGif src="/help-media/tasks/create-task.gif" alt="Creating a new task with title, due date, and linked client" transcript="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." caption="Add a task in seconds" />

## Steps [#steps]

<Steps>
  <Step title="Open My Day">
    Click **CRM → Tasks**. The default view is **My Day** — everything due today.
  </Step>

  <Step title="Create a task">
    Click **New task**. Add a title, due date, and optional client link. Save.
  </Step>

  <Step title="Mark done">
    Check the box when finished. Done tasks move off My Day.
  </Step>

  <Step title="Use the calendar">
    Click **Calendar** to see the week. Drag tasks to reschedule if plans change.
  </Step>

  <Step title="See all tasks">
    Click **All tasks** for the full backlog across your team (if you have permission).
  </Step>
</Steps>

## Expected result [#expected-result]

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

<RelatedAdminLink href="/tasks" label="Open tasks" />