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Calendar

Dashboard BackgroundQuick SearchEvents and Tasks on the DashboardDashboard Schedules

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Documentation

Dashboard Schedules

Use the Agenda and Calendar dashboard widgets

In this guide

Key sections from this documentation page.

AgendaCalendarIncluded Work

The Dashboard offers two schedule widgets:

  • Agenda presents a prioritized list of dated work.
  • Calendar places scheduled items into responsive date columns.

Agenda

Use the Agenda's time filters to switch between:

  • Today
  • Next 7 days
  • All

Overdue work remains visible in the relevant near-term lists. The widget shows a limited set of items first; use View All when it appears to review the rest.

Calendar

The Calendar chooses a practical number of visible days based on the widget width. Use the previous and next controls to move through date ranges, then select an item to open its source record.

Included Work

Depending on permissions and available data, schedule widgets can include:

  • Tasks and events.
  • Medical occurrences.
  • Adoption follow-ups and meet-and-greets.
  • Surrender intakes.
  • Transports.
  • Volunteer shifts.

Change the Schedule

The widgets are schedule summaries. Change dates, status, or completion details in the source task, event, medical record, transport, volunteer profile, or other linked workflow. Use Calendar for the full cross-feature planning view.

Keep reading

Move through the documentation in order.

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