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2.3. Calendar List

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

Task List Calendar

When displaying the Task List Calendar, you are presented with the following options:

All Users

Select to display task list items for all users.

Selected User

Select user whose task list items you want to display.

Pattern

Enter a user pattern to select a range of users.

Active Only

Select in include only active task list items in the display.

Completed

Select to include completed task list items in the display.