In Managemate, the calendar provides a clear visual overview of activities, making it easy to identify what needs to be done, and ensuring managers and board directors can see its progress
Where to Find the Calendar in Managemate
You can access the Calendar from any section within Managemate by clicking the calendar icon located at the upper-right corner
Note: On the Dashboard, the Calendar is displayed by default.
What Can be Viewed in the Calendar in Managemate
Inside the calendar, you’ll see all current, upcoming, and overdue activities (tasks or events) for the current month by default. You can also view activities from past and future months.
Note: Color indicators help you quickly identify the status of each activity:
🟩 Green — Completed activities
🟦 Blue — Upcoming activities
🟧 Orange — Overdue activities
How to Find an Activity records through Calendar in Managemate
Click the calendar icon in the top-right corner of the page
Use the left and right arrows to navigate between months and locate the activity you’re looking for.
Click a calendar date to view all activities scheduled for that day.
Note: Click the expand icon to enlarge the calendar view
How to Create an Activity record through Calendar in Managemate
Click the calendar icon in the top-right corner of the page
Click the “+” icon to create a new activity.
Proceed with the activity creation form
Click create to save
How to Edit & Provide Status Update to an Activity record through Calendar in Managemate
Click the calendar icon in the top-right corner of the page
Navigate and find the activity you want to edit or provide status update
Click the dropdown arrow to view available options:
Click Edit to update the activity details.
Click the Log an Update to provide a status update for that activity
Note: Click the circle icon beside the dropdown arrow to easily for activity to Mark as Complete
Please refer to the article “How to Edit an Activity Record" & "How to Find and Provide Activity Status Updates in Managemate" to learn more
What is the Annual Planner
The Annual Planner provides a complete overview of all recurring activities, including those scheduled daily, weekly, monthly, or annually
Note: Calendar displays both recurring and non-recurring activities. Annual Planner tab displays only recurring activities. For recurring activities, future occurrences are created automatically as their scheduled dates approach.
Please refer to the article “Annual Planner & Activities Recurrence" to learn more
Have a question?
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