Task Calendar Overview

The Task Calendar provides a visual, calendar-based view of all scheduled activities across your admissions pipeline. Instead of viewing activities per-lead, the calendar aggregates all tasks, meetings, calls, follow-ups, and other scheduled events into a unified timeline.

Accessing the Task Calendar

Navigate to Task Calendar in the sidebar. The page opens with a weekly calendar view by default, showing all activities for the current week.

What Appears on the Calendar

The calendar displays all scheduled activities across your school's admissions pipeline, including:

• Calls -- Phone calls to parents or prospective families.
• Meetings -- In-person or virtual meetings with families.
• Campus Tours -- Scheduled school visits and campus tours.
• Follow-ups -- Scheduled follow-up tasks for leads.
• Tasks -- General to-do items assigned to admissions staff.
• Emails -- Scheduled email send activities.

Each activity type has a distinct color and icon for quick visual identification on the calendar.

Calendar Layout

The calendar displays events as colored blocks positioned at their scheduled date and time:

• Event blocks show the activity title and time range.
• Color coding matches the activity type color configured in your system.
• Duration is reflected in the height of the event block (longer events are taller).
• Overlapping events are shown side by side.

Exporting Calendar Data

To export your calendar data:

1. Click the Export button in the page header.
2. Select Excel from the dropdown.
3. An XLSX file is downloaded containing all activities matching your current filters and date range.

TIP

Apply filters before exporting to download only the activities you need. The export respects all active filters, including type filters, status filters, and owner filters.

Quick Actions

Creating an Activity from the Calendar

1. Click on any date/time slot in the calendar.
2. An activity creation form opens with the clicked date and time pre-filled.
3. Fill in the activity details and save.

Viewing Activity Details

1. Click on any event block in the calendar.
2. A detail modal opens showing the activity's full information:
   • Activity type and title.
   • Date, time, and duration.
   • Assigned owner.
   • Priority level.
   • Notes and description.
   • Status (scheduled, completed, overdue).
   • Associated lead (linked to their profile).

Drag-and-Drop Rescheduling

1. Drag an event block to a new date/time position.
2. The activity is automatically rescheduled to the new time.
3. A confirmation toast message appears.

Resize to Change Duration

1. Hover over the bottom edge of an event block.
2. Drag down to extend or up to shorten the duration.
3. The activity's end time is updated automatically.

Related Articles

• Activities & Follow-ups -- Creating and managing activities in detail.
• Views & Filters -- Calendar view modes, date navigation, and filtering options.

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