How to View the Calendar & Tasks for your Team

 

The BIGContacts Calendar allows you to see what your entire team has going on for the day, week, or month. Use the Team Members option to overlay one, some, or all users' meetings and tasks in one view on the calendar. You can also filter activities by event type to refine what appears on your calendar.

 

Follow the steps below:

  • Click on the Calendar tab.

  • Click on the Team Members button on the top left corner of the calendar.

  • Check the box next to the user(s) you want to add to your view.

  • Click on Apply to close the Team Members menu.

 

 

Filter by Event Type

 

You can further refine your calendar view using the Event Type filter located on the right panel of the calendar. Under Event Type, select or deselect the options you want to display:

  • Meetings

  • Tasks

  • To-Dos

  • Birthdays

 

 

Only the selected event types will appear on the calendar. You can switch between the Day, Week, and Month views and continue to see your Team's filtered calendar.

 

 

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