The Jetpack CRM Task Scheduler comes with a default view set to be the current month. You can use this to navigate through the events that are coming up.
There are additional views which allow you to view additional details. You get to these by clicking the relevant button across the top of the Scheduler.
Task Scheduler View
The Task Scheduler’s default view is the Month View; you can’t choose the preferred default view to show, but you can switch between views using the buttons at the top right of the calendar.
You can switch to the following views:
- Month
- Week
- Day
- List
The Scheduler features an option to display only the events assigned to specific CRM agents; you can do it by selecting the specific user from the dropdown menu at the top of the agenda view
Month Agenda View
The Month Agenda View is the default view. It mimics a traditional calendar layout and shows the events scheduled within a month.
Week Agenda View
The Week Agenda View gives you a familiar calendar-style view where you can check what’s happening in the current week. It’s a great resource for staying on top of things, although it should not be considered a replacement for a fully featured scheduling app.
Day Agenda View
The Day Agenda View is useful if you have many upcoming events and need to see the details of each one in depth.
List View
The List View shows everything coming up in the current month but in a handy compact list view.