Note that the pink card is a workflow that’s already been created by this schedule, and the white cards are recurring entries that happen in the future.
View by Month or Week
The default view is an entire month, however, in the top right you’ll see these buttons:
You can use these to see a week:
Change The Due Dates/Times
You can drag-and-drop cards in the calendar to change their due dates and times.
Here’s an example from the month view. You’ve decided that a Workflow that was due on the 25th should be due earlier, on the 24th:
When this happens, the due date of the workflow is changed, however its due time remains the same.
When you’re in week view or day view, you can also change the due times of assignments by dragging-and-dropping them within the calendar.
View Other Members Assignments
By default, when you load the calendar, it will display data for yourself:
However, you can search members in your active division (note that Guests can only view their own calendars):
This is useful for managers to keep track of what their team is working on, and easily adjust due dates.
If you select “Unassigned” from the list of users, you’ll see all the assignments that have due dates set, but nobody assigned to them. This is helpful so that things don’t fall through the cracks … you can then make sure every task or workflow has someone working on it.
Assignments without Due Dates
The pane on the left-hand side shows all the workflows and tasks assigned to you (or whichever other user you’ve selected) that do not have due dates set:
The purple cards represent a single task
The pink cards represent an entire workflow
If you drag these cards onto the calendar, either in month, week, or day view, wherever you drop them will set their due date/time. It’s generally a good idea to have a due date set, because if not, these assignments could be ignored as there’s no urgency to complete them.
This button allows you to hide or show any calendar entries that are recurring:
Specifically, a recurring entry would be from a Workflow Schedule that has repeat options defined, like this:
This button allows you to show or hide any completed tasks or workflows. You will see a check mark if a tasks) or workflows are completed: