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2.3. Calendar List

The To-Do List Calendar screen shows you tasks from the to-do list in a calendar view. It can be filtered by user account or show all accounts in the same list. The to-do list calendar will list all to-do items, opportunities, incidents, and tasks at once, on a month by month basis. To open the To-Do List Calendar, go to CRM > To-Do > Calendar List. The following screen will appear:

To-Do List Calendar

When displaying the To-Do List Calendar, you are presented with the following options:

All Users

Select to display to-do list items for all users.

Selected User

Select user whose to-do list items you want to display.

Pattern

Enter a user pattern to select a range of users.

Active Only

Select in include only active to-do list items in the display.

Completed

Select to include completed to-do list items in the display.