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60 lines
1.7 KiB
Plaintext
60 lines
1.7 KiB
Plaintext
---
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title: Create a Calendar View for Tasks Due
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description: Visualize your tasks and deadlines on a calendar.
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---
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<img src="/images/user-guide/views/calendar-view-zoom.png" style={{width:'100%'}}/>
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## Prerequisites
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Your Tasks object needs a **Due Date** field (Date or Date & Time type).
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## Steps
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1. Navigate to **Tasks**
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2. Click the view dropdown → **+ Add view**
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3. Name your view (e.g., "Tasks Calendar")
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4. Click **Create**
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5. Click **Options** and select **Calendar** as the layout
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6. Choose **Due Date** as the date field
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7. Click **Save**
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## Configure Your Calendar
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### Display Fields on Events
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1. Click **Options → Fields**
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2. Click the **eye icon** to show/hide fields
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3. Drag to reorder
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Recommended fields to display:
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- **Title** — task name
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- **Assignee** — who's responsible
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- **Status** — current progress
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### Filter Your Calendar
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Create focused views:
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- **My Tasks**: Filter by Assignee = Me
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- **This Week**: Filter by Due Date = This week
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- **Overdue**: Filter by Due Date < Today, Status ≠ Done
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## Other Calendar Use Cases
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| Object | Date Field | Purpose |
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|--------|------------|---------|
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| Opportunities | Close Date | Track expected closes |
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| Custom Events | Event Date | Plan activities |
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| Projects | Deadline | Monitor project timelines |
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## Tips
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- **Review weekly**: Start each week by checking your calendar view
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- **Combine with table view**: Use calendar for overview, table for details
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- **Set visibility**: Keep personal task calendars as Unlisted
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## Related
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- [Calendar View](/user-guide/views-pipelines/capabilities/calendar-view) — all calendar features
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- [Filters and Sorting](/user-guide/views-pipelines/capabilities/filters-and-sorting) — filter your calendar
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