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Dashboard Schedules

Use the Dashboard Agenda and Calendar widgets to review today's, upcoming, and overdue tasks, events, and other dated work

In this guide

Key sections from this documentation page.

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
  • All

Today lists the items due today and Next 7 the items due over the coming week. Overdue work doesn't take rows in either: a line at the top of the list counts it and opens the overdue list in Calendar. All shows everything, overdue work first. The widget shows a limited set of items first; use View All when it appears to review the rest. When there are more overdue items than the dashboard can hold, the All view's dialog says how many it shows and links to the full overdue list in Calendar.

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

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