Using the Calendar Inside a Case

The case Calendar tab focuses the schedule on one case.

Review the case schedule

Open the case and confirm its number and instance.
Select Calendar.
Navigate to the month you need.
Review event blocks on the grid.
Review tasks with due dates in the Tasks panel, using its filters as needed.

Add work from a day

Select a calendar day to open the available New Task or New Event choices when your permissions and the case status allow creation. Review any prefilled date before saving.

Use Activities for list management

The case Activities tab separates Events and Tasks and provides search, status filtering, and permitted edit, duplicate, completion, or deletion actions. It is also useful for undated tasks.

Case status restrictions

Intake, closed, or read-only statuses can restrict scheduling actions. Having View Calendar does not automatically give Add Activities, Edit Activities, or Modify Activity Status.

Review the right instance

A reopened case is a separate instance. Check the case number if expected work appears to be missing.