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How do tasks, the calendar, bookings, and notifications work together?

A practical, plain-language guide to the shortest route, the right screen, and what to know before continuing.

From guide to action

Open the business calendar

This opens the relevant work screen. You may be asked to sign in; no change is saved automatically.

Work stays connected across screens

The task hub owns execution. The business calendar shows that work over time together with bookings and company events; it needs either the tasks or the bookings module to be on. The notification center brings reminders and updates from tasks, calendar events, bookings, proposals, CRM, and organizational knowledge into one place.

A reliable workflow

  1. 1Create a task with one owner, a clear result, and a due date
  2. 2Link the customer, website, or related item
  3. 3Review it in the business calendar — month view is the planning default
  4. 4Use week, day, or list view for execution
  5. 5Update progress in comments and complete the task when the result is delivered
  6. 6Open the notification action to return directly to the relevant item
Tip: A calendar entry is not a replacement for a task. Use a task when ownership and completion matter, and use an event for a time commitment.

You can simply ask Up

Up answers using this guide, suggests the next step, and leads to the relevant screen.