Schedule

Use Schedule for calendar views, meetings, tasks, cadence steps, and daily planning.

7 min readUpdated July 2026

Before you begin

Schedule vs calendar URL

Training should say Schedule. The address bar may still show /dashboard/calendar.

  • Connect Google Calendar, Outlook Calendar, or Calendly under Integrations
  • The sidebar label is Schedule; the URL is /dashboard/calendar
  • Check profile timezone before creating time-sensitive meetings
Video walkthrough placeholder for using Flowforce Schedule, calendar views, meetings, tasks, filters, and cadence work.
Video: Schedule
Video walkthrough placeholder for using Flowforce Schedule, calendar views, meetings, tasks, filters, and cadence work.

Views and filters

  • Week view — scan upcoming meetings and tasks
  • Month view — plan availability and future meetings
  • All items — mix tasks, meetings, and cadence work
  • Filters — narrow by assignee, listing, meeting type, or status where available
Schedule page showing week calendar view, filters, and upcoming meetings.
Schedule page showing week calendar view, filters, and upcoming meetings.
Schedule all-items view showing meetings, tasks, and cadence steps in one list.
Schedule all-items view showing meetings, tasks, and cadence steps in one list.

Create work from Schedule

  • Click the plus menu
  • Choose Meeting or Task
  • Add attendees, assignee, date, time, and linked record
  • Save and confirm it appears in the correct view
Schedule plus menu with options to create a meeting or task.
Schedule plus menu with options to create a meeting or task.

What you should see

Meetings and tasks should appear on Schedule and on the linked contact, lead, deal, or listing timeline when a record is selected.

Common issues

  • Calendar empty — reconnect calendar and confirm selected calendars
  • Wrong time — update profile timezone and workspace timezone
  • Task missing — check assignee, date range, and filters

Ready to try this in FlowForce?

Start free — set up your workspace and follow along with this guide.

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