When you navigate to Agenda, at the top of the screen above the calendar, you'll find an overview of tasks, calls and meetings. But which ones will you actually see here?


Tasks

You'll find all due, overdue and scheduled tasks that haven't been marked as done yet.


Calls

You'll find all due, overdue and planned calls that haven't been marked as done yet.


Meetings

You'll find all meetings that haven't been marked as done yet.


Once you've completed your tasks, calls or meetings, they can be found in the module 'Timesheets' with the user that completed them, and in the notes (history) of the respective client.