Calendar
The Calendar brings dated event work into one place. It can show events, payments, and tasks together so you can see what is planned for a day, week, or month without opening each event.
Use the Calendar for date-based planning. Use the Events page to search and manage event records, the Event Page to work on one event, and the Tasks page to review work across events.
The example below shows a populated month with event, payment, and task items, along with the controls for filtering and changing the date view.
Items on the Calendar
The Calendar can include:
Events with dates and event status. Event entries can include the event name, clients, assignees, tags, and price when prices are shown.
Payments from enabled payment schedules for Booked and Completed events. A payment with a due date different from its schedule can also appear separately.
Tasks with a calculated calendar date. Completed tasks in a completed task group and obsolete tasks are not included.
The item filters at the top let you show or hide Events, Payments, and Tasks. The Calendar uses the active workspace and your account's visibility, so another member may see a different set of items.
Views and date navigation
Use Month, Week, or List to choose how much of the schedule to see. The previous and next controls move the selected period. Today returns the Calendar to the current period. Navigate Calendar views and dates explains these controls.
Filters and display choices
Use Event Status and Assignee to narrow the event-related items. Show Event Prices controls whether event prices appear on the Calendar. Week Starts Monday changes the first day of the month and week grids. You can save the current filter choices as your default view. See Filter Calendar items.
Open item details
Select an event, payment, or task on the Calendar to open its detail dialog. Event and payment details link back to the Event Page. A task opened from the Calendar can be edited in its dialog, including its due-date rule and status. See Review event, payment, and task details.
Google Calendar sync
The Google Calendar control shows whether the active workspace has a connection. When it is not connected, the menu starts the connection. When it is connected, the menu offers a resync and disconnect choices. A broken connection offers reconnect. See Connect and manage Google Calendar sync.
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