Task & Appointment Calendar

Get a high-level overview of all of your assigned Tasks, as well as the Tasks assigned to your various team members and even Clients. My Calendar allows you to individually manage each existing Task, including changing due dates, editing details, and even drilling-down to view comments and action history. Additionally your clients can schedule Appointments, by choosing from from any number of Appointment Type “Calendars” that each Staff Member creates.

Appointment Scheduling Toolkit

Prospects/Clients can book Appointments

Multiple Appointment Types can be set. This allows each Staff member to be uniquely available to be booked, complete with a personalized custom schedule that works for them.

Appointments show on both the Staff member’s Calendar and on the Prospect/Client’s Calendar

Client or Staff can easily cancel Appointments if needed

* THRIVE & PINNACLE Plan only

Bird’s Eye View of All Tasks

With My Calendar, you can easily see all of the Tasks from all Projects, arranged by due date and color coded by Priority (you can even create your own custom Priorities, and Calendar Tasks will be color coded accordingly).

Having these bird’s-eye view lets you quickly see what Tasks are coming up, what should have already been done, and who might be falling behind with their assigned workload.

Intuitive Filtering

My Calendar gives you the ability to filter the displayed Tasks by a multiple of attributes, including Status, Priority, Project, and Assigned User.

Additionally, you can filter the Calendar by particular Task Due Date on a weekly or monthly window, letting you get a more drilled-down view of upcoming (and past due) Tasks.

All of the filters allow for multiple items to be chosen, meaning you can filter by several fields at once, allowing you to get exactly the view you need to inspect and manage your Projects, Tasks, and Teams.

Granular Task Management

Beyond the high-level overview power of My Calendar, you also have the capability to work on an individual Task level.

With just a few clicks, you can easily create new Tasks, edit existing Task details, and drag-n-drop Tasks to change their due dates.

You can also easily click into a specific Task to be automatically taken to that Task in the context of its assigned Project, allowing you to see all of the comments and other history related to it, letting you get a full view all from one starting point.

Client Portal Software Integrations