Follow-ups calendar

See the rows of a table you already have on a calendar, on the day and time each one is due.

Use it when

Use it when a table holds things with a due date or time, such as follow-ups or tasks, and you'd rather see them on a calendar than in a list. It adds a view called Calendar; your rows stay as they are.

Use something else when

If the table has stages and you also want a board, use Pipeline.

How to add it

1. Open My Business, then Advanced, then Data.
2. Next to the table you want it on, press New view.
3. On the Follow-ups calendar card, press Use.
4. If it shows Your fields, choose which of your columns it uses, then press Review changes.
5. Check what it adds, then press Apply.

You see Added, and the new view opens.

When Inbox makes a follow-ups table for a folder, it adds this view for you.

How to move something to another day

1. Open the table's Calendar view.
2. Drag the row to the new day.

Rows with no date are listed beside the calendar until you give them one.

What it adds or changes

• Opens as: Calendar
• You pick: The due time the calendar uses

Nothing to connect · views only, no data changes

Views: Calendar (calendar).

What it needs

It needs:

• The column that names a row (required)
• The date or time the calendar places rows at (required)

Example

A fictional window-cleaning business adds Follow-ups calendar to its call-backs table, choosing the call-back's title and its due time. It now sees "Call Mrs Patel about the conservatory" on Wednesday at 14:00 and drags it to Thursday when she asks to move.

If something isn't working

• There's no New view button beside the table. You can't change this table's views. Ask an admin of your business.
• A row isn't on the calendar. It has no date yet. Find it in the list beside the calendar and give it one.
• You can't drag a row. You can't change that row's date. Ask an admin if you should be able to.