Calendar view
If you have a lot of Next Actions throughout the week, you may need more than a linear sequence of Next Actions to help you "feel the workload" per day.
The in-app Calendar allows you to look at your Next Actions in a calendar grid view.
This way, you can easily see which Next Actions are landing on a weekend or which are landing all on the same day.
You can then drag and drop Next Actions cards to spread the workload 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 you have a lot of Next Actions due in one day, you can click on the blue action link on top of the date box to view all Next Actions and move the Next Actions in the pop-up by dragging and dropping them around the Calendar.
Notes:
- 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.
- The Calendar pop-up is designed to help you sort and view your Next Actions in a different view other than the Action Stream. To complete a Next Action or open a contact close the Calendar pop-up to work on the Action Stream and contacts.
- 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.
Note: In the Localization settings, you can select the day your calendar week starts.