Calendar & booking

Assign and complete shared Calendar tasks

Coordinate team follow-ups and switch between open and completed work.

For team1 min read

Create and assign

Open Calendar → Tasks. Use the clipboard with a plus to add a task, optional contact, due date/time and assigned employee. The shared list is business-scoped; your Dashboard shows your personal assigned work.

Review open and completed work

Open tasks remain visible. Use Show Completed Tasks beside Add Task to include completed rows or hide them again. Apply task filters before comparing assignments and due dates. Completing or reassigning a task must use the permissions granted to your account.

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