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Projects and clients

The calendar, appointments and sessions

The calendar brings team appointments, client sessions and deliveries into one picture, linked to the project or the client — not a calendar that lives apart from the work.

Steps

  1. Open the calendar and choose the day, week or month view depending on what you are tracking.
  2. Create an appointment with its time, duration and attendees.
  3. Link it to the client or project, so it appears in their record for whoever follows later.
  4. Keep appointment alerts on your phone, so what is not on your screen does not slip.

Worth knowing

  • Put delivery dates on the calendar, not only in tasks. What has a date on the calendar is seen by the whole team.
  • After every client session write the note immediately and attach it to their record — two minutes is enough.

The module this belongs to: Explore Calendar

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