Calendar view

The calendar view gives a visual presentation of request-related actions and status. To access it, just click the Calendar tab: This is where you can view: Request start & end dates (shown as bars) Request name along with the client’s company name (in the top bar) Emails due to be sent to clients (shown as individual items) Email template’s name that will go out that day (in the bottom bar) The calendar view is read-only, but you can click on a request to go directly to it. Another option is to hover a cursor over any request to see more information about it: Filtering the calendar view The calendar view offers multiple filters in the upper-left corner of the dashboard. You can organize items according to: Date (month, week, or day) Request owner Client Next steps:

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