← All guides

See deadlines on the calendar

View your firm's task deadlines on a month calendar, filtered to what you care about.

Who this is for: all firm staff whose plan and role include the calendar.

Before you start

  • You need to be signed in.
  • The calendar is a plan feature. If your firm's plan does not include it, the page tells you which plan unlocks it and links to billing.
  • Your role needs the calendar permission. It is on by default for every role; the firm owner can turn it off per role.

Steps

  1. Open the Calendar from the sidebar. Tasks appear on their due dates for the displayed month.
  2. Move around: previous/next month, the datepicker to jump anywhere, direct month and year selection, or Today to come back.
  3. Use the filters to narrow what is shown: status, priority, assignee, task type, and client.
  4. Click a task to open its detail, the same task view as the Tasks board, and work it from there (status, checklist, comments).

What can go wrong

  • If you see an access-denied notice: your role's permissions exclude the calendar. The firm owner can change role permissions in settings.
  • If you see an upgrade notice instead of the calendar: your firm's plan does not include the calendar view; the notice names the plan that does and links to billing.