The Calendar view lays out your tasks, events and project milestones by month, week or day, so you can spot busy days, overlaps and open time at a glance.
To open it, go to the Agenda tab and switch to Calendar view. For the same items as a sortable list, see Agenda List View.
Switch Between Month, Week, and Day
The calendar opens in Month view.
- To change the layout: Click Week or Day in the upper-right corner.
- To move through time: Use the arrows to go to the previous or next month, week or day.
Choose What Shows on Your Calendar
- Click Filters.
- On the Categories tab, choose whether to show tasks and events together or separately, and which categories to include.
- On the Users tab, pick the teammates or teams whose items you want to see.
Give each category and user its own color so you can tell items apart at a glance.
Adjust Your Calendar Settings
At the bottom of the Calendar view, open Calendar Settings, or go to My Profile > Calendar, to:
- Shorten long item titles so they fit on the calendar.
- Choose which day your week starts on.
Save Your Calendar Setup
To keep your filters, colors and settings, click Save as new calendar before you leave the Calendar view.
If you're editing a calendar you've already saved, you can click Save changes to update it, or Save as new calendar to keep the original and save your edits as a new one.
Saved calendar views are personal. They can't be shared with other users.
See Your Pipeline CRM Calendar in Another App
Use the Subscribe to my calendar link at the bottom of the Calendar view to show your Pipeline CRM items in another calendar app. It's a one-way, read-only feed. For the steps, see Sync Your Calendar with Pipeline CRM.
The Calendar view doesn't sync with Google or Outlook on its own. To sync your Google Workspace or Outlook calendar, set up the integration separately: see Sync Google Workspace Contacts and Calendars or Set Up the Outlook Contact and Calendar Sync.
Need help? Contact support at customercare@pipelinecrm.com.