How to Use the Calendar

The Calendar feature in ClearCRM helps users manage tasks, events, and deadlines efficiently. It provides a structured view of scheduled activities, ensuring seamless planning and organization.

1. Accessing the Calendar

• Navigate to Projects > Calendar from the left sidebar menu.

• The Calendar page displays scheduled tasks and events in a weekly format by default.

2. Viewing Calendar Events

• Each event or task is represented as a color-coded block on the calendar.

• Clicking on an event allows users to view its details, including time, title, and assigned users.

3. Creating a New Event

• Click the "+ New Event" button on the top right to schedule a new task or meeting.

• Enter relevant details such as:

  • Event Title

  • Date & Time

  • Assigned Team Members

  • Additional Notes

4. Navigating and Filtering Events

• Use the Week Dropdown to switch between different time views (Day, Week, or Month).

• Apply Filters to view specific types of events or tasks.

• Use the Search Bar to find a specific event by name.

5. Managing Tasks in the Calendar

• Tasks assigned within Projects > Tasks automatically appear in the Calendar.

• Drag and drop tasks to reschedule them easily.

6. Benefits of Using the Calendar

• Streamlined scheduling for projects and meetings.

• Improved task visibility with color-coded events.

• Easy navigation with search, filters, and view options.

By leveraging the Calendar feature in ClearCRM, teams can stay organized, track deadlines, and enhance productivity.