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How do I use the calendar?

Updated 20 Oct 2026 · 1 minute read

Open Tasks, then Calendar. Tick the layers you want: tasks, lead follow-ups, invoices due and quotes expiring. Click a day to add a task on it. Drag a task to another day to reschedule it, with an Undo. On a phone use the agenda, where each task has a date box.

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