Tasks – Month view

< 1 min read

The month view shows a matrix-style calendar display of tasks that are scheduled for days in the current filtered month

The month view is useful for showing the distribution and burden of tasks over a calendar month.

If a particular day in the month has a large number of tasks assigned to it, then the view with display the number of tasks assigned rather than trying to list the tasks individually. In this case, to view the tasks in detail, click over the calendar day view and the view will change to show a list view for that selected date.

User actions available from this view include:

  • Calendar month date navigation forwards and backwards
  • Add a new task
  • Bulk add multiple tasks
  • Edit a task
  • Use the quick filters to focus the tasks displayed
  • Add filters by field to focus the tasks displayed
  • Load and save custom filters
  • Load and save custom views
  • Configure the month view display

Updated on March 12, 2025

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