The calendar: tasks and meetings

The calendar holds everything with a date: your team's open tasks, meetings, and scheduled campaign sends. Tasks link to a contact or a deal, so the follow-up is never separated from the customer.

Three views

• Month — every day at a glance. Drag a task to another day to reschedule it; it keeps its time.
• Week and Day — meetings sit on an hour grid. Drag a meeting to move it, drag its bottom edge to change how long it lasts, or click an empty time to schedule a new one. Tasks and campaign sends appear in the all-day strip.
• List — switch tabs to see the same items as a list, filtered by type, status and range: this month, upcoming, overdue or all time.

Plan something

1. 1 Click a day (or press New task) and give the task a title, a type — call, follow-up, meeting, reminder or to-do — a due date and an assignee.
2. 2 Link it to a contact or a deal if it is about one.
3. 3 Complete it when it is done, or reschedule or cancel it from the same window.

You can also log a call, a meeting or a note, and schedule a meeting with a duration and a host, from the timeline of any contact, deal or company.