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Calendar View

The Calendar page in the sidebar shows all your upcoming dates across every transaction — milestones, tasks, reminders, and custom events in one view.

  • Month and Week views — Switch between a monthly overview and a detailed weekly view with time slots
  • Navigate dates — Move forward and back by month or week, or jump to today
  • Click any day — The sidebar shows all events for that selected day

Color-coded events​

Events are color-coded by type so you can tell them apart at a glance:

  • Milestones — Key transaction deadlines
  • Tasks — Due dates for your to-dos
  • Reminders — Alerts you've set
  • Custom events — Anything you've added manually

The legend at the top of the calendar shows what each color means.

Day agenda​

Click any day to see the full agenda in the sidebar panel. From here you can:

  • Click an event to see its details
  • Jump to the related transaction
  • Add a new event to that day

Tips​

  • Use the calendar to spot busy days — if you have 3 closings on the same day, you'll see it immediately
  • The calendar syncs with your timeline milestones automatically — no double entry
  • You can connect Google Calendar or Outlook Calendar in Settings > Integrations to sync events both ways