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Calendar, tasks and notifications

The Calendar shows your meetings and every task that has a due date, on one grid. Tasks live on records; the calendar is where you see them by day. The bell reminds you when they are due.

See it instead of reading it. Inside a record: a 2-minute guided tour on a sample board.

Take the tour In my CRM

Events

From a record: click Schedule. The event is linked to that record.
From the board: hover a row and click the calendar icon beside its name.
On the calendar: click New event, or click a day; click an event to edit or delete it.

Tasks

1Open a record and go to the Tasks tab.
2Type the task, choose who it is for, and set a due date and, if you like, a time.
3Press Enter. Tick it off when it is done, from the record or from the calendar.

Notifications

The bell shows a digest of the day's tasks the first time you open the app each day, and a reminder when a task's time arrives. Anything you missed while away shows as overdue in the next digest. Click a notification to go to the record.

Notifications appear inside the app. They are not emailed or pushed to your phone.