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Manage your project calendar and tasks

Use the calendar to view project events, switch between views, filter what you see, and add or update meetings, milestones and tasks.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the calendar and choose Calendar or Tasks view​

From your project workspace, open the calendar area and use the tabs at the top to switch between the Calendar view for time-based planning and the Tasks view for task progress and lists.

Open the calendar and choose Calendar or Tasks view

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

In the Calendar tab, use the view controls in the header to toggle between Month, Week and List views so you can see either a broad overview or a detailed schedule.

Switch between month, week and list views

Step 3: Move between dates​

Use the left and right arrow buttons beside the date in the header to move backwards or forwards in time, or choose Today to return to the current date range.

Move between dates

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

Open the filters panel and select event types, priority levels and specific users to narrow down which events and tasks appear on the calendar.

Filter events by type, priority and assignee

Step 5: Add a new meeting or milestone to the calendar​

Select the add event button (with the plus icon) in the calendar header to open the Add Event dialog, then enter the details for your new meeting or milestone and save it to place it on the calendar.

Add a new meeting or milestone to the calendar

Step 6: Add a new task from the calendar area​

Use the add task option to open the Add Task dialog, then define the task details such as title, due date and assignee to link it into your project’s schedule.

Add a new task from the calendar area

Step 7: View and edit existing events​

Click an event on the calendar or in the list view to open its details, then adjust fields such as date, time, status or priority and save your changes to update the event.

View and edit existing events

From an event that is linked to a workspace item, open the workspace item detail panel to review its information and context without leaving the calendar.

Open related workspace items from events

Step 9: Track task progress in the Tasks tab​

Switch to the Tasks tab to view task progress indicators and lists so you can monitor completion, status and workload across the project.

Track task progress in the Tasks tab

Step 10: Delete events you no longer need​

From an event’s detail view or context actions, choose the delete option to remove outdated or incorrect events from the calendar.

Delete events you no longer need

Last updated: 2025-12-29