Calendar view

The calendar view gives a visual presentation of request-related actions and status. To access it, just click the Calendar tab:

This is where you can view:

• Request start & end dates (shown as bars)
• Request name along with the client’s company name (in the top bar)
• Emails due to be sent to clients (shown as individual items)
• Email template’s name that will go out that day (in the bottom bar)

The calendar view is read-only, but you can click on a request to go directly to it. Another option is to hover a cursor over any request to see more information about it:

Filtering the calendar view 

The calendar view offers multiple filters in the upper-left corner of the dashboard. You can organize items according to:

• Date (month, week, or day) 
• Request owner
• Client

Next steps:

• Leaving a review