Calendars

Calendar is also Explorer-owned in the current product.

Users reach it from the Explorer sidebar rather than from a separate top-level app model.

What Calendar is good for

  • seeing account calendars in one workspace
  • working with event detail, date selection, and calendar filters
  • linking meeting and scheduling context back into tasks, notes, folders, and cases
  • using scheduling-oriented flows when the deployment enables them

What Calendar is not

  • a replacement for task ownership
  • the only record of project progress
  • a separate silo from the repository
  1. Review the event or time window in Calendar.
  2. Connect outcomes back to the owning folder, note, task, or case.
  3. Use tasks for accountable execution and notes for durable meeting outcomes.

Guardrails

  • keep event ownership clear when multiple accounts are connected
  • avoid leaving important decisions only in calendar event descriptions
  • if the view is missing, calendar integration is probably not enabled for your deployment or account