The Diary: see your work by day, week or month
A calendar of jobs, activities and recurring work, with week, month and list views.
The Diary shows what is due and when. It needs a paid plan.
What appears
- Jobs, on their due date
- Activities - calls, visits, tasks and so on
- Recurring items that are coming up
Each type has its own colour so you can tell them apart.
Views
Use the toggle to switch between Week, Month and List. Choose Today to jump back to the current day and use the arrows to move forwards and backwards.
Change a due date
Open an item and choose Edit due date to move it to another day.
Working with a team
Owners and admins can choose whose work the diary shows, so you can look at one person or at All team. What other members see depends on the visibility settings. See Team visibility and message branding.