Use the Schedule
View and manage milestones, events, and deadlines on the calendar.
Steps
- 1Go to "Schedule" in the sidebar
/dashboard/schedule. - 2Use the "Calendar" tab for a visual calendar view (DayFlow).
- 3Events are color-coded by type: milestones, calendar events, invoice due dates, proposal expiry.
- 4Click on an event to view details or edit.
- 5Drag milestones to reschedule them on the calendar.
- 6Use "Pipeline" tab for kanban view, or "List" tab for a chronological list.
- 7Create new calendar events or milestones directly from the schedule page.