Click Schedule in the sidebar. You see your meetings, tasks and sequence calls on one calendar. Click View as list for a day by day list, and Add to create a task or a meeting.
Month view
The month view shows each day with its items. Today is marked, and items are colored by type. On the right, Today's queue lists what is overdue or due today across meetings, sequences and tasks.
List view
Click View as list at the top of the calendar. Items are grouped under headings such as Today, Tomorrow and the date. Each row shows the time, the type, such as Task or Cadence call, and the lead. Click View to open it, or Done to mark a task done. Click View as month to go back.
Filter the calendar
- Search schedule finds an item by words.
- All types filters by type. The number shows how many items there are.
- Assigned to me switches between your items and your team's.
- In list view, All statuses filters by status.
Add and settings
Click Add to create something. See How to create a task in FlowForce and How to schedule a meeting in FlowForce. Click Settings to open Meetings settings for your booking link, hours and reminders. See How to set your booking link and availability in FlowForce.
Connect your calendar
If the calendar is empty, click Connect calendar to link Google, Outlook or Calendly. See How to connect your email and calendar to FlowForce.
If it did not work
I cannot see my teammate's items. Change Assigned to me to show the team, if your role allows it.
An overdue item will not go away. Click Done on it in list view.