Viewing Tasks on the Calendar
🎯 Why This Matters
Sometimes a list view isn't enough - you need to see how tasks fit into your schedule. The Calendar View shows tasks organized by date, helping you:
- Plan your week - See what's coming up at a glance
- Spot scheduling conflicts - Find days that are overloaded
- Track deadlines visually - Never miss a due date
- Balance workloads - Distribute tasks across available days
🚀 Accessing the Calendar
Switch to calendar view anytime to see your tasks laid out by date.
- Go to Task Management in the sidebar
- Click the Calendar View tab
- The calendar opens showing the current month
Day View
Click any date to see detailed task information for that day:
📅 Calendar Views
Choose the right zoom level - month for the big picture, week for planning, day for focused work.
Switch between three viewing modes depending on what you need:
Month View
- See the entire month at once
- Tasks appear as compact bars on their due dates
- Best for: Planning ahead, spotting busy periods
Week View
- Seven days displayed with more detail per day
- Tasks show titles and status indicators
- Best for: Weekly planning, balancing daily workload
Day View
- Focus on a single day
- Full task details visible
- Best for: Daily standups, detailed scheduling
Use the view selector buttons at the top of the calendar to switch between Month, Week, and Day.
🔀 Navigating the Calendar
Jump to any date quickly - past deadlines, future planning, or back to today.
Moving Through Time
- Previous/Next arrows - Move backward or forward by one period (month, week, or day)
- Today button - Jump back to the current date
- Click a date - In month view, click any date to see that day's details
Understanding What You See
- Tasks are displayed on their due date
- Color coding indicates status or priority (depending on settings)
- Holidays are highlighted so you can plan around them
📌 Working with Tasks in Calendar
Click any task to see details or make changes - the same sidebar you know from list view.
Viewing Task Details
- Click any task on the calendar
- The task sidebar opens with full details
- View or edit the task from the sidebar
Filtering Tasks
Use filters to focus on specific tasks:
- By assignee - Show only tasks for specific team members
- By status - Hide completed tasks or show only in-progress work
- Search - Find tasks by name
💡 Quick Tip
Filter by your name to see just your assigned tasks on the calendar - great for personal planning.
🎨 Visual Indicators
Colors and icons tell you what's important at a glance - no reading required.
Task Colors
Tasks may be color-coded based on:
- Priority - High (red), Medium (yellow), Low (green)
- Status - Different colors for open, in progress, pending approval
Overdue Indicators
Tasks past their due date are visually flagged so you can identify and address them quickly.
Holidays
Holiday dates are highlighted on the calendar to help with scheduling around non-working days.
📊 Calendar vs List View
When should you use each?
| Use Calendar When... | Use List When... |
| Planning weekly/monthly schedule | Working through tasks one by one |
| Checking workload by date | Bulk updating multiple tasks |
| Finding scheduling conflicts | Filtering by complex criteria |
| Presenting to team (visual) | Exporting or reporting |
✨ Calendar Best Practices
- Set due dates on all tasks - Tasks without due dates won't appear on the calendar
- Use week view for planning - Month is too zoomed out, day is too narrow
- Check Monday mornings - Review the week ahead and adjust as needed
- Watch for overloaded days - If one day has too many tasks, redistribute
- Account for holidays - Don't schedule critical tasks on highlighted holidays