In this article, we look at how to manage your organizational oversight and master your compliance schedule by transitioning from a standard list to a dynamic calendar view.
Calendar View for Tasks lets users view all Tasks they have access to across Entities in a calendar format. Tasks can be reviewed by Due Date, with visibility into Priority and Assignee. This feature:
- Provides a single calendar view of Tasks across Entities and jurisdictions, giving fund, equity, and legal teams clear visibility into upcoming obligations and ownership of work.
- Reduces risk in global operations by making deadlines, priorities, and overlaps easy to spot before they become issues.
Availability: Enterprise plan.
Navigate the Tasks Calendar View
- Select the Tasks tab on the left-hand side of the screen or navigate to the Tasks section within an Entity
- Click the Calendar icon located at the top of the page to switch from the List view
- Click on the Month dropdown to choose between Month, Week, and Day displays or click on Today
- Use the directional arrows to scroll through different dates and time periods to identify gaps or heavy workload periods
Review and Manage Task Details
- Click on a specific Task entry within the calendar to open a preview modal
- View essential details including Status, Priority, Task Type, Entity, Issuer, and Assignee
- You are also able to view the Due Date and Created Date of the task
- Select View to open the full Task modal to manage Checklists or additional details
- Click the Delete (Bin Icon) to archive the Task
- Click the Download to download documents linked to the task
- Click the View button to make any edits to the current task
Filter Calendar Results
- Click the Filters button to refine the calendar display and focus on specific obligations
- Select Overdue to isolate Tasks that have passed their deadline
- Filter by Status to view only New, Pending, or Completed items
- Choose to filter between specific Task Types or Assignees to visualize responsibility across different teams and individuals