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Calendar

The calendar puts everything with a date on one screen: your tasks, calls and meetings by their time, deals on the day they are expected to close, and email campaigns on the day they are scheduled or were sent.

The calendar is a module: switch it on under CRM → Modules.

The WordPress CRM calendar month view with tasks, meetings and deal close dates

Month and week​

  • Month shows up to three items a day, with "N more" linking to that week.
  • Week shows every item with its details: type, duration, place and the record it belongs to.
  • Previous, Today and Next move through time; a day's number opens its week.
The WordPress CRM calendar week view with details for each task and meeting

Overdue items show in red and done ones are struck through. Click any item to open its contact, company, deal or campaign.

Whose calendar​

You see your own tasks and deals. Managers can switch to anyone's calendar, or everyone's. Campaigns show for managers.

Add a task from the calendar​

Hover a day and click + to add a task for that day (09:00 by default, or the next hour today). To put the task on a contact, company or deal, add it from that record's page instead.

On a phone​

The month becomes a list of the days that have something on.

For other extensions​

Extensions can add their own items to the calendar, such as membership renewals. See PHP API and hooks.