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Требования

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. Нажмите Сохранить

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

ОбъектDate FieldPurpose
ВозможностиClose DateTrack expected closes
Custom EventsEvent DatePlan activities
ProjectsDeadlineMonitor 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