Calendar view for tasks and jobs

View your team’s jobs and tasks by using TaxDome’s Calendar to keep track of important deadlines and milestones. Customize your view, edit due dates, and plan out your day, week or month ahead of time.

Personalizar la vista del calendario

The Calendar feature on TaxDome displays tasks and jobs based on their start and due dates. This helps show the workload for each team member at any given time. 

To access it, go to Workflow > Calendar from the left menu bar. Task and job cards are color-coded for quick recognition. Each card includes the job/task and client account names. 

Below, learn more about all the options you’ll have on the Calendar page:

• Today. Quickly return to today’s tasks and jobs on the calendar.

• Período. Elija una vista de calendario haciendo clic en Día, Semana o Mes, en función de lo que necesite ver.

• Tareas y trabajos. Personaliza la vista de tu calendario mostrando Tareas, trabajos, o ambas.

• Show due date only. Toggle on to display task/jobs’ bars on their due date only. This allows you to pay more attention to upcoming deadlines for your tasks and jobs and not see anything extra on the screen.

• Filtros. Personalice aún más la vista de su calendario utilizando filtros (consulte los detalles en la siguiente sección).

Puede cambiar rápidamente las fechas de inicio y vencimiento de sus trabajos y tareas haciendo clic sobre ellas en el calendario. Tenga en cuenta lo siguiente:

• If Start Date and Due Date are set, the job/task’s bar is displayed from its start date to its due date.

• If no Start Date is set, the job/task’s bar is displayed on its due date.

• If no Due Date is set, the job/task’s bar is displayed on its start date.

• If no Start Date and Due Date are set, the job/task’s bar is not displayed in the Calendar view.

  

Nota

The start date is not the same as the creation date. This is the date when the assigned team member has to start working on a job. The job/task could be created automatically in the pipeline but the start date may be set for later. The  Calendar view always shows the start date, not the creation date.

Filtrar una lista en la agenda

Los filtros le ayudarán cuando quiera ver las tareas, trabajos o ambas por tipo. Por ejemplo, filtra tus tareas y trabajos para encontrar todas las que sean de alta prioridad o estén asignadas a una persona concreta de tu equipo. 

Existen diferentes formas de filtrar la vista de calendario (algunas sólo para tareas y otras para tareas y trabajos):

• asignado a: Ver sólo las tareas y trabajos asignadas a una determinada persona. Por defecto, cada miembro del equipo tiene un filtro con su nombre. 

• Account: See only the tasks and jobs for a specific account.

• Pipelines and Stages: See only the tasks and jobs in a specific pipeline. Select a stage or several stages to narrow the results even more. 

• Task status: See only the tasks with a specific status (Planned, In progress, Waiting for signatures, Waiting for client or Completed) or no status at all.

• Priority: See only the tasks and jobs with a specific priority level (Low, High, Medium or Urgent).

• Tarea etiquetas: Ver sólo las tareas con etiquetas específico .

  To narrow a list of items in your calendar view, click Filter in the top right corner, select one or more filters, then click Apply. 

All filters are reusable and can be saved as templates. Learn more about using filters .

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