To switch the Activities view from Agenda to Calendar, head over the Case Card, Activities-view.
Click on Calendar.
The Calendar view will appear as below.
In Calendar view, there are many ways to view Activities and they are as follows:
1. Filter by Period
To filter Activities by period, click on the 'Drop-Down Arrow'-icon to bring down a Calendar field as below.
2. Day
By selecting this option, the Calendar will display a Day view as below.
You can perform the following actions by right-clicking anywhere in the view:
- Go to Today
- Go to Date...
-
Change View To
- Work Week View
- Full Week View
- Month View
- Timeline View
- 60 Minutes
- 30 Minutes
- 15 Minutes
- 10 Minutes
- 6 Minutes
- 5 Minutes
3. Work Week
By selecting this option, the Calendar will display a 5-Day Work Week view as below.
You can perform the following actions by right-clicking anywhere in the view:
- Go to Today
- Go to Date...
-
Change View To
- Work Week View
- Full Week View
- Month View
- Timeline View
- 60 Minutes
- 30 Minutes
- 15 Minutes
- 10 Minutes
- 6 Minutes
- 5 Minutes
4. Full Week
By selecting this option, the Calendar will display a Full Week view as below.
You can perform the following actions by right-clicking anywhere in the view:
- Go to Today
- Go to Date...
-
Change View To
- Work Week View
- Full Week View
- Month View
- Timeline View
- 60 Minutes
- 30 Minutes
- 15 Minutes
- 10 Minutes
- 6 Minutes
- 5 Minutes
5. Month
By selecting this option, the Calendar will display a Month view as below.
You can perform the following actions by right-clicking anywhere in the view:
- Go to This Day
- Go to Today
- Go to Date...
- Change View To
6. Timeline
By selecting this option, the Calendar will display a Timeline view as below.
You can perform the following actions by right-clicking anywhere in the view:
- Go to Today
- Go to Date...
-
Time Scales
- Year
- Quarter
- Month
- Week
- Day
- Hour
- 15 Minutes
-
Time Scale Captions
- Year
- Quarter
- Month
- Week
- Day
- Hour
- 15 Minutes
-
Change View To
- Day View
- Work Week View
- Full Week View
- Month View
- Timeline View
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