Task Calendar FAQ
Summary: The Task Calendar is a timeline view that displays your tasks across dates
General Information
What is the Task Calendar?
The Task Calendar is a timeline view that displays your tasks across dates, showing when tasks start and when they’re due. It provides a visual way to see task durations, deadlines, and scheduling at a glance, helping you understand your workload over time.
When should I use the Calendar view?
Use the Calendar view when you need to:
- Visualize task timelines and deadlines
- Plan work across days, weeks, or months
- Identify scheduling conflicts or busy periods
- Track task progress over time
- Get a time-based perspective on your workload
Basic Usage
How do I navigate the calendar?
- Use the left and right arrow buttons in the top left to scroll through time periods
- The calendar will automatically navigate to the next time period based on your current view (day, week, month, or task range)
- The visible date range is displayed as a date pill between the navigation arrows
- Click on the time view buttons (Today, Week, Month, Tasks) to quickly jump to different time perspectives
What are the different calendar views?
The calendar offers four different time perspectives:
- Today – A focused view of just the current day’s tasks
- Week – Shows a 7-day week view with tasks spread across the days
- Month – Displays the full month with tasks positioned on their respective days
- Tasks – Automatically centers the view on the date range of your tasks
How do I read the task timeline?
- Each task appears as a horizontal bar on the calendar
- The left edge of the bar represents the start date
- The right edge represents the due date
- The width of the bar shows the duration of the task
- Color-coding indicates task status (see below)
- Hover over a task to see additional details like days remaining or days overdue
How do I view task details?
- Click on any task bar to open a detailed task panel on the right side
- The task panel shows comprehensive information about the task:
- Name and description
- Start and due dates
- Status and priority
- Completion percentage
- Assigned personnel
- Tags
- From the task panel, you can:
- View all task details
- Click “View Details” to navigate to the full task page
- Click “Close” to return to the calendar
What do the different task colors mean?
- Red section: Overdue portions of tasks
- Dark background with progress indicator: In-progress tasks
- Gray background: Completed tasks
How can I identify today’s date?
- Today’s date is highlighted with a blue background in the date header
- A vertical “Today” line appears on the calendar at today’s date
- A “Today” pill appears below today’s date in the header
How do I know when calendar data is loading?
When task data is being loaded or filtered:
- A loading spinner will appear in the center of the calendar view
- The spinner indicates that tasks are being retrieved or updated
- The calendar will become interactive again once loading is complete
Advanced Features
How do I group tasks in the calendar?
- Click the “Group By” dropdown in the top right of the calendar header
- Select one of the grouping options:
- No Grouping (all tasks in a flat list)
- Units (group by organizational unit)
- Status (group by task status)
- Priority (group by task priority)
- Assigned To (group by assigned person)
- Type (group by task type)
- Tasks will be organized into labeled sections
- By default, all groups are expanded
How can I see task progress on the calendar?
- Each task bar shows a visual representation of its progress
- The darker portion of the bar indicates completed work
- The percentage complete is also listed in the task detail panel
How can I see overdue tasks?
Overdue tasks (past their due date but not completed) are highlighted with:
- A red section showing the overdue portion of the task
- An “overdue” indicator showing how many days past the deadline it is
- Red styling on hover to indicate the overdue status
How do I see who’s assigned to tasks?
- Click on a task to view its detailed panel
- The assigned personnel are listed in the “Assigned to” section
- Profile pictures and names of assigned team members are displayed
Why are some view buttons disabled?
The Today, Week, and Month view buttons will be disabled if there are no tasks that fall within the current day, week, or month. This helps guide you to views where your tasks are actually located.
Troubleshooting
The calendar seems cluttered with too many tasks
- Use the filter options above the calendar to reduce the number of visible tasks
- Try grouping tasks by different criteria to organize them better
- Focus on a shorter time period by using the Today or Week views instead of Month
I can’t see tasks when navigating in the “Tasks” view
- Continue navigating in the desired direction to find your tasks
- The “Tasks” view will show a continuous range of dates even when no tasks exist for those dates
- A message will indicate when there are no tasks in the current view
- Try switching to Today, Week, or Month view to jump directly to standard time periods
The task bars are too small to read
- Click on the task to see its full details in the task panel
- Try using the Week or Today view for a more focused, zoomed-in perspective
- Task bars expand slightly on hover to make them easier to read
- The detailed view provides complete information
I can’t find a specific task on the calendar
- Use the search function above the calendar
- Try different grouping options to reorganize the view
- Ensure the task has date information (start or due date)
- Check if the task’s dates fall within the visible date range
- Try the “Tasks” view which automatically centers on all tasks with dates
Why is my view frozen during loading?
If the calendar appears frozen while the loading spinner is visible, this is normal behavior. Complex filtering operations or large data sets may take a moment to process. The interface will become responsive again once loading is complete.
Best Practices
How should I use the Calendar view effectively?
- Use the different time views (Today, Week, Month, Tasks) based on your planning needs
- Use grouping to organize related tasks
- Focus on specific date ranges when planning your week or month
- Click on tasks to get detailed information when needed
- Use the calendar alongside other views (Board, Table) for complete task management
- Regularly check for overdue tasks highlighted in red
How can I plan my workload using the Calendar?
- Look for periods with many overlapping tasks to identify busy times
- Notice gaps in the timeline where new tasks could be scheduled
- Pay attention to approaching deadlines (look ahead a week or two)
- Check task durations to understand time commitments
- Use grouping by assigned person to balance workload across team members