Calendar View
The dashboard calendar lets you see scheduled work, appointments, tasks and due dates at a glance.
Navigating the Calendar
Use the left and right arrows to move between months. The current month is shown by default.
Calendar Items
Each item appears as a coloured chip on its scheduled date. Chips show the reference and title where available.
Colour Coding
Items are colour-coded by type and status so you can quickly understand your schedule.
Clicking an Item
Click on any calendar item to navigate to the full record where you can view all information, change status or edit the item.
Tips
- Use filters to show appointments, jobs, leads, quotes, tasks or invoices
- Filter by team member to see individual schedules
- Items without a relevant date will not appear on the calendar