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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
Updated on March 24, 2024

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