Skip to main content

Manage your project calendar and tasks

Use the calendar to review project events, filter what you see, and add new meetings, milestones, and tasks.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the project calendar​

Navigate to the Calendar section for your chosen project to see the calendar view with events and tasks.

Open the project calendar

Step 2: Switch between month, week and list views​

Use the calendar view selector to toggle between month, week and list views depending on how much detail you need.

Switch between month, week and list views

Step 3: Move between dates​

Use the previous and next controls to move backwards or forwards in time, or jump back to today to re-centre the calendar.

Move between dates

Step 4: Filter events by type, priority and assignee​

Open the filter controls and select event types, priorities, or specific team members to focus on the most relevant work.

Filter events by type, priority and assignee

Step 5: Review task progress alongside the calendar​

Switch to the tasks tab to see task progress summaries and understand how work is tracking against the calendar.

Review task progress alongside the calendar

Step 6: Add a new calendar event​

Select the add event action, choose whether it is a meeting or milestone, enter the details, and save it to place it on the calendar.

Add a new calendar event

Step 7: Add a new task from the calendar​

Use the add task option to create a task linked to the current project so it appears in both the tasks view and the calendar.

Add a new task from the calendar

Step 8: View workspace item details from events​

Click on a calendar event linked to a workspace item to open its detail panel and review full context without leaving the calendar.

View workspace item details from events

When you arrive via a task link, review the task that opens from the calendar so you can immediately see its timing and context.

Open a task from a notification link

Last updated: 2026-06-27