Manage Tasks on the Calendar Tab

The Calendar Tab displays a calendar on which tasks assigned to any of your plans display. You can add tasks either from a plan record or directly from this calendar.

The Selected Plan Activity box lists your marketing plans and the items in those plans. You can mark or unmark checkboxes by plans or by individual items in plans to specify that they appear in the calendar.

In the Filter frame, select a Date range for the items that you want to display in the calendar. You must select Apply for a change in the selected date range to appear in the calendar.

Mark checkboxes to specify whether only items with a Starting date, an Ending date, or that are Ongoing to appear in the calendar. You must select Apply for any changes here to be reflected in the calendar.

You can right-click on a date or in the Tasks box to add a task. If a selected date already contains a task, you can edit or delete it from here.

For a selected month in the calendar, the Activity box lists all items for which you marked checkboxes in the Selected Plan Activity box.