---
title: "How to Use the Calendar"
description: "Learn how to navigate to the Calendar in ClearCRM and understand the dashboard"
url: https://help.clearcrm.com/en/articles/10758407-how-to-use-the-calendar
collection: "Calendar"
updated: 2026-09-09
language: en
---

# How to Use the Calendar

Learn how to navigate to the Calendar in ClearCRM and understand the dashboard

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.
