How to Manage Your Calendar

Manage your Tasks with the LionDesk Calendar. 

With the launch of the New Task management, you can now create recurring tasks and have a calendar view of all your tasks. With the new Calendar View in Tasks, you will be able to see all your tasks for that day, week, or month! Stay on top of your workflow and check out the New Calendar view. 

Note: The Calendar View is only available for tasks created in the New Task Management platform. If you have Legacy Tasks, tasks created in the old Task Management, you can migrate your Legacy Tasks to the New Task with a click of a button. Click here to learn how to migrate your Legacy Tasks to New Task Management. 

Manage Your Calendar

1) In the Home or Task Page, you will see your Tasks. Click on the following icon to view your Task Calendar. 

2) Click on the following button to adjust the time frame: Day, Week, or Month

3) Click on the Create Tasks button and complete the form details on the slide-in screen. 

4) Click Create Task

Done!

You have created added your task to the LionDesk Calendar. 

 If at any point you get stuck, we're here to help via:
Phone [phone], Email [e-mail], and LiveChat Mon-Fri 7am - 5pm PT