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 here, also the ones you've marked as 'done'. You can filter on the open or closed tasks by navigating to your smart segments:


Calls

You'll find all due, overdue and scheduled 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 activities (history) of the respective client.