Calendar view
If you have many Next Actions in a week, a simple list might not show your daily workload clearly.
The in-app Calendar lets you view your Next Actions in a grid, so you can see which fall on weekends or are all on the same day.
You can then drag and drop Next Action cards to spread your tasks more evenly.
In this article:
| Open the Calendar |
| Configure Calendar |
Open and use the Calendar in your Action Stream
The Next Action cards are color-coded as follows:
Select Today to refrech Today's Next Actions.
💡 If many Next Actions are due on the same day, click the blue action link above the date to view them and drag and drop tasks in the pop-up to rearrange them on the Calendar.
💡 You can move Next Actions under ASAP and Waiting for to a date in the Calendar, and vice versa.
💡 Next Actions with time will be displayed at the top in ascending order. All other Next Actions will be sorted alphabetically.
💡 Use the Calendar pop-up to organize your Next Actions differently from the Action Stream. To complete actions or view contacts, close the pop-up and work in the Action Stream.
💡 You cannot run a filter or use Focus Mode with the Action Stream Calendar.
Configure your Action Stream Calendar
Jump up to Article's Overview ⮝The Action Stream Calendar can be configured based on your preferences. Click on the gear icon to see the options for View and Density.
You can change the number of weeks displayed on the Calendar grid view. Select an option under View:
You can select the size of the Next Action cards:
- Comfortable - Will show you the name of the contact and the Next Action text.
- Compact - Will show you the name of the contact only.
💡 In the Localization settings, you can select the day your calendar week starts.