Prerequisites
Your Tasks object needs a Due Date field (Date or Date & Time type).Steps
- Navigate to Tasks
- Click the view dropdown → + Add view
- Name your view (e.g., “Tasks Calendar”)
- Click Create
- Click Options and select Calendar as the layout
- Choose Due Date as the date field
- Click Save
Configure Your Calendar
Display Fields on Events
- Click Options → Fields
- Click the eye icon to show/hide fields
- Drag to reorder
- 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
Related
- Calendar View — all calendar features
- Filters and Sorting — filter your calendar