Plan work with the four-week calendar
Navigate dates, filter work and add an item on the right day.
Open Calendar from the sidebar. The Monday-start view initially shows last week, this week and the next two weeks. Dates follow your practice's timezone.
Navigate and filter
Move backward or forward one week with the navigation arrows. Choose Today to return to the current window. Toggle events, proposed dates, training and out-of-office items independently.
My to-do's focuses on your assignments and shared company items. All to-do's shows the workspace items available to you. Both can be turned off to hide to-dos.
Add an item
- Select the small + on the day you want.
- Choose the item type. Event choices require Community Growth access.
- Complete the form, review the prefilled date and save.
Event choices open the event workflow. To-dos, scheduled training and out-of-office items have their own calendar form.
Complete a to-do
Open the to-do and choose Mark complete. Incomplete past-due to-dos have a red warning treatment. Completed native calendar items are hidden.
Schedule training or time away
For training, add a title, date and person. A scheduled training item is a reminder; start the actual role-play from Training.
For an out-of-office item, select the affected person, starting date and optional Through date. The item appears on each included day. Add notes if helpful.
Reviewed October 17, 2026 · Browse all guides