Calendar Views & Filters

The Task Calendar offers multiple view modes, date navigation controls, and powerful filtering options to help you focus on the activities that matter most.

Calendar Views

The calendar supports several view modes, accessible from the view toggle in the calendar toolbar:

Week View (Default)

• Displays a 7-day grid with time slots along the vertical axis.
• Events appear as colored blocks positioned at their scheduled time.
• Best for: Detailed daily planning and seeing your week at a glance.

Day View

• Shows a single day with hourly time slots.
• Events are displayed with full detail.
• Best for: Focused planning on a busy day.

Month View

• Displays a traditional month calendar grid.
• Events appear as compact labels within each day cell.
• Best for: High-level overview of activity distribution across the month.

Date Navigation

Navigation Controls

• Today button -- Jump to the current date in any view.
• Previous / Next arrows -- Move backward or forward by one unit (day, week, or month depending on the current view).
• Date display -- The current date range is shown in the header (e.g., "Apr 14 - 20, 2026").

Click Navigation

• In Month View, click any day cell to switch to that day's detail view.
• In Week View, click a date/time slot to create a new activity at that time.

Filtering Activities

Activity Type Filters

The calendar toolbar displays colored buttons for each activity type:

1. Click All to show all activity types.
2. Click a specific type button (e.g., "Call", "Meeting", "Tour") to show only that type.
3. Click multiple type buttons to show a combination of types.
4. Active filters are highlighted with the activity type's color.

Status Filters

Use the status badge selector in the toolbar to filter by activity status:

• Scheduled -- Show upcoming activities.
• Completed -- Show activities marked as done.
• Overdue -- Show activities past their due date.

You can select multiple statuses simultaneously.

Owner Filter

Use the Owner dropdown to show activities assigned to a specific staff member:

1. Click the Owner dropdown in the toolbar.
2. Select a staff member's name.
3. The calendar shows only activities assigned to that person.
4. Select the placeholder option to show all owners again.

TIP

Use the owner filter to view your own activities or to check a colleague's schedule when coordinating meetings or handoffs.

Combining Filters

All filters work together. For example, you can:

• Show only Calls that are Overdue and assigned to Jane Smith.
• Show all Meetings and Campus Tours for the current week.
• Show only Completed activities of any type for the whole team.

Calendar Interactions

Drag-and-Drop Rescheduling

In Week and Day views:

1. Click and hold an event block.
2. Drag it to a new time slot.
3. Release to reschedule the activity.
4. The start and end times are updated automatically.

Resize to Change Duration

In Week and Day views:

1. Hover over the bottom edge of an event block until the resize cursor appears.
2. Drag down to extend or up to shorten the activity.
3. The end time is updated while the start time stays fixed.

TIP

Drag-and-drop and resize provide a fast way to adjust your schedule without opening any modals. The changes are saved immediately.

Export with Filters

When you export calendar data via the Export > Excel button, the exported file respects all active filters:

• Only the filtered activity types are included.
• Only activities within the current date range are included.
• Only activities matching the selected owner are included.

This lets you create targeted exports like "All campus tours for April" or "All overdue follow-ups assigned to me".

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