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62 lines
2.4 KiB
Plaintext
62 lines
2.4 KiB
Plaintext
---
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title: Erstellen Sie eine Kalenderansicht für fällige Aufgaben
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description: Visualisieren Sie Ihre Aufgaben und Fristen in einem Kalender.
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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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## Voraussetzungen
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Ihr Aufgabenobjekt benötigt ein Feld **Fälligkeitsdatum** (Typ Datum oder Datum & Uhrzeit).
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## Schritte
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1. Navigieren Sie zu **Aufgaben**
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2. Klicken Sie auf das Ansichts-Dropdown → **+ Ansicht hinzufügen**
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3. Benennen Sie Ihre Ansicht (z. B. "Aufgabenkalender")
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4. Klicken Sie auf **Erstellen**
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5. Klicken Sie auf **Optionen** und wählen Sie **Kalender** als Layout
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6. Wählen Sie **Fälligkeitsdatum** als Datumsfeld
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7. Klicken Sie auf **Speichern**
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## Konfigurieren Sie Ihren Kalender
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### Felder in Ereignissen anzeigen
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1. Klicken Sie auf **Optionen → Felder**
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2. Klicken Sie auf das **Augensymbol**, um Felder ein-/auszublenden
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3. Ziehen, um neu anzuordnen
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Empfohlene Felder zum Anzeigen:
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* **Titel** — Name der Aufgabe
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* **Zuständige Person** — wer verantwortlich ist
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* **Status** — aktueller Fortschritt
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### Kalender filtern
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Erstellen Sie gezielte Ansichten:
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* **Meine Aufgaben**: Filtern nach "Zuständige Person" = Ich
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* **Diese Woche**: Filtern nach Fälligkeitsdatum = Diese Woche
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* **Überfällig**: Nach Fälligkeitsdatum < Heute filtern, Status ≠ Erledigt
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## Weitere Anwendungsfälle für den Kalender
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| Objekt | Datumsfeld | Zweck |
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| ----------------------------- | -------------- | ----------------------------------------- |
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| Opportunities | Abschlussdatum | Voraussichtliche Abschlüsse nachverfolgen |
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| Benutzerdefinierte Ereignisse | Ereignisdatum | Aktivitäten planen |
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| Projekte | Frist | Projektzeitpläne überwachen |
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## Tipps
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* **Wöchentlich prüfen**: Beginnen Sie jede Woche damit, Ihre Kalenderansicht zu prüfen
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* **Mit Tabellenansicht kombinieren**: Verwenden Sie den Kalender für den Überblick, die Tabellenansicht für Details
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* **Sichtbarkeit festlegen**: Persönliche Aufgabenkalender als Unlisted belassen
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## Verwandt
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* [Kalenderansicht](/l/de/user-guide/views-pipelines/capabilities/calendar-view) — alle Kalenderfunktionen
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* [Filter und Sortierung](/l/de/user-guide/views-pipelines/capabilities/filters-and-sorting) — Ihren Kalender filtern
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