How to Use the CRM Calendar

The Calendar gives you a single view of everything scheduled across your CRM: opportunity reminders, bookings from clients, Google Calendar events, tasks with due dates, and work orders. Open it at https://app.trustpager.com/tasks/calendar.

What Shows on the Calendar

Each day cell can contain any combination of five event types:

• Reminders: Next actions set on opportunities (follow-up calls, proposal due dates, etc.).
• Bookings: Client bookings made through your scheduling pages, shown with the event type colour and location type (video, phone, or in-person).
• Google Events: Meetings synced from any team member's connected Google Calendar.
• Tasks: Tasks with a due date set on any opportunity.
• Work Orders: Work orders with a scheduled date (if Work Orders is enabled for your workspace).

Within each day, events are sorted by time. Google Calendar events and bookings appear first (chronologically), followed by tasks and work orders.

Switching Views

Use the segmented control in the top right to switch between Day, Week, Fortnight, and Month. The view you choose persists between sessions.

• Day: A time grid for one day, where each appointment's block height matches how long it runs. The best view for a heavy day, because your free gaps show up as empty space instead of something you work out by reading start times. Appointments that overlap sit side by side.
• Week: Full detail on each event, with the title and full time range visible at a glance.
• Fortnight: Compact two-week grid, good for planning and spotting busy periods.
• Month: High-level overview. Each day shows up to three items; hover any "+N more" chip to see the rest in a popover.

Navigate with the arrow buttons or click Today to jump back to the present. The arrows move by one day, one week, two weeks, or one month depending on the view you are in.

Seeing How Long Something Runs

Every timed item shows its length, not just when it starts, so a 15 minute phone consult never looks the same as a 45 minute meeting.

• Day: The block's height is its duration, and the range plus the length (for example "10:00 - 10:30 AM, 30m") sits inside the block.
• Week and Fortnight: Each item shows its title on the first line and its full time range on the second, for example "10:00 - 10:30 AM".
• Month: Day cells are too narrow for a time range, so hover any item to see its range in the tooltip.

Tasks and work orders are a due date rather than an appointment, so they have no length to show. In the Day view they sit in a strip above the time grid, along with all-day Google Calendar events.

An opportunity reminder only shows an end time if a duration was set on it. Without one it shows its start time alone rather than guessing a length.

Filtering What You See

Two filters sit above the calendar grid:

• Team member filter: Click the people icon (defaults to "Everyone") to narrow to one or more team members. Useful for reviewing a colleague's week or checking your own schedule without noise from the rest of the team. Filters by the assigned user on bookings, Google events, tasks, and work orders.
• Type filter: Click the filter icon to toggle individual event types on or off. Hide tasks if you only care about meetings, or hide Google Events if you want to focus on CRM activity. Both filters persist across page reloads.

Clicking to Edit

Every item on the calendar is interactive, in every view including the Day time grid:

• Reminders (opportunity next actions): Click to open the Next Action editor. Change the title, date, time, or type (reminder, Google Meet, or a custom event type). The change saves to the opportunity immediately.
• Bookings: Click to open the Booking Detail panel, where you can see the client's details, mark attendance, or view the linked Google Meet.
• Google Events: Click to open the event detail modal with the meeting title, time, location, and a link to Google Calendar. (Events marked "Busy" from other team members cannot be opened.)
• Tasks: Click to open the Task editor. Update the title, priority, due date, or mark it complete.
• Work Orders: Click to open the Work Order detail panel.

Adding Events from the Calendar

Two buttons sit in the top right of the toolbar:

• Add Task: Creates a new task (optionally linked to a work order if Work Orders is enabled).
• Add Event: Opens one modal that covers reminders, Google Meets, and personal events (bookings still use the event-type dropdown for your active booking types). Pick a title, date, time, and an optional end time. Link it to an opportunity when it belongs to a deal: that also surfaces an assignees box, so you can set who the opportunity (and its reminders) belong to right there. Leave the opportunity blank to save a personal event on your own calendar instead.

Setting an end time is worth doing, because that is what gives the item a visible length on the calendar.

Getting Reminded

A floating card warns you before any calendar item starts, wherever you are in TrustPager, not just on the calendar page. It covers reminders, bookings, tasks, work orders, Google Calendar events, and personal events.

• View calendar: jumps straight to the item.
• Snooze: pushes the card back a few minutes so it reappears closer to the start.

Drag the card out of the way by its header if it's sitting over something you need. Control how far ahead you're warned (5 to 60 minutes) and who else is covered from the bell in the top right of the calendar toolbar, next to the Day / Week / Fortnight / Month view toggle, at https://app.trustpager.com/tasks/calendar. See How to Manage Your Notification Settings for the full breakdown of the Calendar surface.

Google Calendar Connection

Google Calendar events only appear if at least one team member has connected their Google account. Connect yours at https://app.trustpager.com/account/connect. Once connected, choose which workspaces can see your calendar from the same settings page.

If a booking was made through TrustPager's scheduling pages, it appears as a Booking (not a Google Event) even if it created a Google Calendar entry. This avoids duplicates and gives you the richer booking detail (client name, linked opportunity, notetaker status).

Tip: On a heavy day, switch to Day view before you offer anyone a time. The gaps between blocks are your actual free slots, at a glance, without opening a single booking.