Manage your organizational oversight and master your compliance schedule by transitioning from a standard list to a dynamic calendar view.
Overview
Calendar View for Tasks lets users view all Tasks they have access to across Entities in a calendar format. Tasks can be reviewed by Due Date, with visibility into Priority and Assignee. This feature:
Provides a single calendar view of Tasks across Entities and jurisdictions, giving fund, equity, and legal teams clear visibility into upcoming obligations and ownership of work.
Reduces risk in global operations by making deadlines, priorities, and overlaps easy to spot before they become issues.
Availability: Customers on the Enterprise plan.
Navigate the Tasks Calendar View
Select the Tasks tab on the left-hand side of the screen or navigate to the Tasks section within an Entity
Click the Calendar icon located at the top of the page to switch from the List view
Click on the Month dropdown to choose between Month, Week, and Day displays or click on Today
Use the directional arrows to scroll through different dates and time periods to identify gaps or heavy workload periods
Review and Manage Task Details
Click on a specific Task entry within the calendar to open a preview modal
View essential details including Status, Priority, Task Type, Entity, Issuer, and Assignee
You are also able to view the Due Date and Created Date of the task
Select View to open the full Task modal to manage Checklists or additional details
Click the Delete (Bin Icon) to archive the Task
Click the Download to download documents linked to the task
Click the View button to make any edits to the current task
Filter Calendar Results
Click the Filters button to refine the calendar display and focus on specific obligations
Select Overdue to isolate Tasks that have passed their deadline
Filter by Status to view only New, Pending, or Completed items
Choose to filter between specific Task Types or Assignees to visualize responsibility across different teams and individuals
Best Practices
Coordinate Major Projects: Use the Calendar view to process upcoming Mergers or Acquisitions by prioritizing them over standard compliance work
Audit Ownership: Regularly review the Day or Week view to ensure responsibilities for Post-Incorporation processes are balanced across the organization
Risk Mitigation: Check the Month view at the start of each period to spot overlapping deadlines across different jurisdictions before they become bottlenecks