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Task Calendar

View-only calendar aggregating all scheduled tasks across candidates, jobs, clients and contacts. Month/Week/Day/List views. Tasks are created from each entity’s Tasks tab.

Where to find it
Apps → Tasks
Who can use it
APP_SCHEDULE

What it does

The Task Calendar page (nav item: Tasks, route /apps/calendar) is an aggregated, read-only calendar view. It displays all scheduled tasks from across your workspace — tied to candidates, jobs, clients and contacts — in Month, Week, Day or List view.

Task Calendar — Month view

Calendar views

Switch between four views using the controls at the top:

  • Month — overview of the whole month, tasks shown on their scheduled day.
  • Week — seven-day view with time-of-day slots.
  • Day — single-day detail view.
  • List — linear list of upcoming tasks.

Use Prev / Next and Today to navigate between periods. Today’s date is highlighted.

Creating tasks

Tasks cannot be created from the calendar itself. To add a task:

  1. Open the entity the task belongs to (a candidate profile, job, client, or contact).
  2. Go to its Tasks tab.
  3. Click “Add schedule task”.

The new task will automatically appear in the Task Calendar once saved.

How to use it

  1. Open the Task Calendar

    Click Tasks in the Apps menu.

  2. Pick a view

    Switch between Month, Week, Day and List views.

  3. Use the Prev / Next arrows or click Today to return to the current period.

  4. View a task

    Click an event on the calendar to see its details.

  5. Create or edit tasks

    Go to the relevant entity’s Tasks tab and use “Add schedule task”. To edit, open the task from the entity’s Tasks tab.