Calendar View

In this article:

Overview

The Calendar view in KanBo provides a visual, time-dependent representation of your tasks. This allows you to easily see upcoming due dates, track card progress and manage your workload. With this view, you can sort cards by day, week, or month. Switch between views quickly to get the most accurate picture of your schedule.

It can also help you identify potential scheduling conflicts and adjust your project accordingly. For example, if you see that you have two important tasks due on the same day, you can proactively adjust your timetable to ensure that you have enough time to complete both tasks.

Example: The New Employees Onboarding space with the Calendar view with the monthly layout. The current day is indicated by a different color.

The Calendar view has several layouts to choose from. Any space user can navigate through them. Use the arrows at the top of the space to change the month. To go back to today’s date, select the Today button.

Example: Navigation buttons are located at the top of the calendar view.

Only cards with dates set are visible in the Calendar view.

If you set a personal date to the card, it will appear additionally, separately from the card itself. Reminders will be shown only to the person who has added them.

Example: The reminder on the Calendar view with the list layout.

A calendar view is the best option to see short-term cards together. If your project is complex and the task requires much more time than a week or month, try the Gantt Chart view.

Calendar layout

There are three types of Calendar view layouts:

  • Month – standard calendar with monthly layout
  • Week – focused on a weekly period
  • List – day-oriented view

Example: The Calendar layout menu is located above the calendar.

The week layout displays each day of the week as a column. Allows you to focus on the week’s current issues.

The list layout has cards sorted by day. Next to each card, you can see the exact time. It’s a perfect layout for tablet and mobile users.

Example: Calendar view with the list layout.

Creating cards in the Calendar view

You can create cards in the Calendar view with the month and week layout.

To create a card in the Calendar view:

  1. Hover over a cell that represents the date you want to be the due date for this card.
  2. Select the plus icon.
  3. Enter the card name.
  4. You can select the card status, start date, and add card members (optional).
  5. Select Create card.
creating-cards-in-calendar-view

Example: Cards created in the Calendar view have a due date immediately set, such as the cell in which they are created.

Coloring card frames

Cards can have colored frames. The color can be determined by the card status or the first card label. You can enable this option in display settings.

Example: Cards without frame coloring.

Scheduling cards

You can easily move cards and change their due dates by drag and drop. If you need a precise change, modify card dates manually.

Example: Changing the due date of the card Integration meeting.

If the card has a start date set, moving it to another cell will extend the card’s duration.

You can adjust both the start date and the due date in the Gantt Chart view.

Usage examples

Who and why can use the Calendar view? See examples of situations where it can be useful.

  • Project Management – Deadline Tracking
    • Why Calendar View? Provides a visual timeline of tasks, making it easier to monitor upcoming deadlines.
    • Use Case: Project managers can schedule tasks with specific due dates, ensuring timely completion of project milestones.​
    • Benefit: Enhances visibility into project timelines, allowing for proactive adjustments to stay on schedule.​
  • Event Planning – Scheduling and Coordination
    • Why Calendar View? Facilitates the organization of events by displaying tasks and deadlines in a chronological format.
    • Use Case: Event coordinators can plan and track event-related tasks, such as booking venues, sending invitations, and arranging logistics.
    • Benefit: Ensures all event components are scheduled appropriately, reducing the risk of last-minute issues.​
  •  Maintenance Scheduling – Routine Checks
    • Why Calendar View? Allows for the scheduling of regular maintenance tasks to prevent equipment downtime.
    • Use Case: Facilities managers can set recurring tasks for equipment inspections, filter replacements, and safety checks.
    • Benefit: Maintains operational efficiency by ensuring maintenance tasks are performed on time.
  • Academic Institutions – Academic Calendar Management
    • Why Calendar View? Supports the planning of academic schedules, including classes, exams, and faculty meetings.
    • Use Case: Administrators can organize the academic year by scheduling important dates and deadlines.
    • Benefit: Provides a centralized view of academic activities, facilitating better coordination among staff and students.
  • Human Resources – Employee Scheduling
    • Why Calendar View? Enables the management of employee schedules, including shifts, vacations, and training sessions.
    • Use Case: HR professionals can track employee availability and plan workforce allocation accordingly.
    • Benefit: Optimizes staffing levels and ensures coverage during critical business periods.

FAQ

The Calendar view provides a visual, time-dependent representation of your tasks.

Only cards with dates set will be visible in the Calendar view.

The present-day is indicated with the yellow color.

No, it is best used for short-term cards. For long-term projects, the Gantt Chart view will be a much better option.

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