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Create a Calendar View for Tasks Due

Prerequisites

Your Tasks object needs a Due Date field (Date or Date & Time type).

Steps

  1. Navigate to Tasks
  2. Click the view dropdown → + Add view
  3. Name your view (e.g., "Tasks Calendar")
  4. Click Create
  5. Click Options and select Calendar as the layout
  6. Choose Due Date as the date field
  7. Click Save

Configure Your Calendar

Display Fields on Events

  1. Click Options → Fields
  2. Click the eye icon to show/hide fields
  3. Drag to reorder

Recommended fields to display:

  • Title — task name
  • Assignee — who's responsible
  • Status — current progress

Filter Your Calendar

Create focused views:

  • My Tasks: Filter by Assignee = Me
  • This Week: Filter by Due Date = This week
  • Overdue: Filter by Due Date < Today, Status ≠ Done

Other Calendar Use Cases

Object Date Field Purpose
Opportunities Close Date Track expected closes
Custom Events Event Date Plan activities
Projects Deadline Monitor project timelines

Tips

  • Review weekly: Start each week by checking your calendar view
  • Combine with table view: Use calendar for overview, table for details
  • Set visibility: Keep personal task calendars as Unlisted