---
title: "Calendar (Task planner)"
description: "Complete guide to the Calendar screen in Financial — day view, week view, filters, task cards, context menu, move mode, the task edit dialog with all fields, recurrence, assignees, participants and session settings."
url: https://support.sapera.io/en/articles/124-calendar-task-planner
collection: "Calendar"
updated: 2026-06-15
language: en
alternates: [da]
---

# Calendar (Task planner)

Complete guide to the Calendar screen in Financial — day view, week view, filters, task cards, context menu, move mode, the task edit dialog with all fields, recurrence, assignees, participants and session settings.

## How to access the calendar

Open the app **Financial** and click **Calendar** in the menu on the left. The screen opens in day view by default and shows the day's tasks distributed across employee columns.

If you cannot see the menu item, you probably do not have permission for it. Contact support.

## Overall layout

The calendar is a task planner that provides a graphical overview of scheduled and unscheduled tasks. It has two view styles: **Day view** and **Week view**. Both views share the same top navigation bar (title bar) and filter panel, but present the tasks differently.

In day view, the day's tasks are shown as cards in columns — one column per employee plus any special columns for unassigned and unscheduled tasks. In week view, a table is shown with rows per employee/group and columns per weekday.

## Navigation bar (title bar)

The title bar at the top shows the current period and contains all the navigation elements.

### Date and period

In day view, the weekday name (bold) is shown followed by the date, for example **Monday, 9 Jun 2025**. In week view, the week number is shown followed by the period, for example **Week 24, 2 Jun 2025 — 8 Jun 2025**.

In day view you can click directly on the date display to open a date picker popup, where you can jump to any date.

### Navigation actions in the title bar

**Previous day / Previous week** — the left-arrow button moves the view back one day or one week depending on the active view type.

**This day / This week** — the middle button jumps the view to the current day or the current week. In day view the button shows the text **This day**, in week view **This week**.

**Next day / Next week** — the right-arrow button moves the view forward one day or one week.

**Switch view** — the button to the right of the arrows switches between the two view styles. Shows the text **Week view** when you are in day view, and the text **Day view** when you are in week view.

**Refresh (F5)** — refresh icon that reloads all tasks from the server without changing the date or filters.

**Settings** — gear icon. Opens the Session settings dialog, which is described in a separate section below. The button is only shown in day view.

**Enable task selection mode** — move icon (arrow with cross). A single click starts move mode, where you can select and move tasks. A double-click starts a locked move mode that does not turn off automatically. The button is not shown when a free-slot selector is already active. When selection mode is active, a small counter badge shows the number of selected tasks next to the icon. Click the icon again to exit selection mode.

## Timeline selector

In day view, a timeline selector is shown on the right of the title bar. It lets you choose how fine-grained the time intervals in timeline mode should be. You can choose **15**, **30**, **60** or **120** minute intervals. Selecting an interval activates timeline mode in day view (see below). If no interval is selected, timeline mode is off.

## The filter panel

Directly below the title bar is a filter panel with six filter options. The filters limit which tasks are shown in the calendar view. The filter state is saved per browser session.

### Filter by time

A dropdown with four choices: **All day** (all tasks regardless of time), **00:00 — 07:00**, **07:00 — 15:00** and **15:00 — 24:00**. If you select a time interval, only tasks whose start time falls within that interval are shown.

### Filter by unresolved

A checkbox labeled **Unresolved**. When set, only tasks that are not marked as completed are shown.

### Filter by task type

A dropdown with all configured task types plus the choice **Any task type**. If you select a specific type, only tasks of that type are shown.

### Filter by group/employee

A multiselect dropdown that lets you select one or more employees or groups. Only tasks assigned to the selected employees/groups are shown. If you select none, all are shown.

### Show/hide unscheduled tasks

A checkbox labeled **Unscheduled**. When set, a special fixed column at the far left shows the tasks that do not have a scheduled time.

### Show/hide unassigned tasks

A checkbox labeled **Unassigned tasks**. When set, a special fixed column shows tasks that are not assigned to any employee.

### Reset filters

A reset icon at the far right of the filter panel removes all active filters and resets the filter panel settings to their default values.

## Day view

Day view is the primary view type. It shows one column per active employee for the selected date. In addition to the employee columns, two special columns may appear:

**Unscheduled** column is placed at the far left and gathers all tasks without a scheduled time. It is only shown if the **Unscheduled** filter is enabled.

**Unassigned tasks** column gathers tasks that are not assigned to any employee. It is only shown if the **Unassigned tasks** filter is enabled.

The column headers show the employees' names. In move mode, the column headers are clickable and are used to select which column (employee) the tasks should be moved to.

### Timeline mode in day view

When you select a time interval in the timeline selector (15, 30, 60 or 120 min), day view switches to timeline mode. In this mode a fixed **Time** column is added at the far left, showing the time intervals from morning to evening. The tasks in the employee columns are placed in the relevant time slots. Task cards that span multiple slots take up vertical space accordingly. This mode gives a precise picture of when the tasks are scheduled during the day.

## Week view

Week view shows the selected week as a grid. Columns represent the weekdays (Monday to Sunday), and rows represent employees or groups.

The column headers show the weekday names and date numbers. Clicking a column header opens a context menu with relevant actions for that date (for example create task for date).

For rows of the type **User**, two pieces of information are shown in the header for each column: the employee's **shift** for that day and the number of **logged hours**. This information is quickly visible in the row header below the employee's name.

In week view, the task cells are shown in a compact format with the task's time, title and assigned employees.

## The content of the task card

Each task card shows the following information:

**Color bar** — a narrow vertical line on the left edge with the task type's or the task's color.

**Icon** — if the task has an associated icon, it is shown at the top of the card's color section.

**Time** — the task's scheduled start time. If the time is missing (floating task), no time is shown.

**Employee names** — the names of the assigned employees.

**Heading** — optionally an automatically generated heading from the related entity (for example an order title).

**Title** — the task's title.

**Reference** — optionally a reference code to a related entity.

**Created by** — shown if the task was created by a user other than the assignee.

**State badge** — a colored badge with a letter in the bottom right corner indicates the task's current state (for example T for To-do, I for In progress, C for Completed).

**Floating badge** — the symbol **~** in the card's corner indicates that the task is floating, i.e. that it is not scheduled to a fixed time.

**Time registration badge** — a clock icon is shown if there are pending time registrations associated with the task that have not yet been posted.

Hover over a task card to see a tooltip with all details: date, time, employee names, title, reference and created by.

## Context menu on task cards

A right-click (or touch-hold on touch devices) on an existing task card opens a context menu with the following actions:

**Change start time** — opens a popup where you can select a new start time in 15-minute steps.

**Start now** — schedules the task to the current time.

**Move...** — starts move mode for just this task and opens the free-slot selector, so you can choose a new position.

**Make floating** — removes the fixed time from the task and makes it floating. The item is only shown if the task is not already floating.

**Reschedule task to \[time\]** — suggests a relocation to a free slot immediately before the first other task in the employee's day. Only shown if there is room.

**Swap task with \[time\] '\[title\]'** — swaps time with the first other task on the same day, if both tasks have the same duration. Only shown when the conditions are met.

**Reschedule to shift start** — schedules the task to the start of the employee's shift on that day. Only shown if the employee shift is known.

**Edit** — opens the task edit dialog.

**Delete** — deletes the task after confirmation in a yes/no dialog.

**Select state '\[state name\]'** — changes the task's state directly to the specified state. The menu items are generated dynamically from the states configured for the task type. The current state is not shown as an option.

Depending on the related entity (for example a sales order or rental), additional actions from the relevant modules may appear.

## Context menu on empty cell and column header

A right-click on an empty cell or on a column header opens a context menu with dynamic actions from the modules integrated with the Calendar. Here you can typically create a new task with a pre-filled date/time and assigned employee. Which actions are shown depends on which modules are active in your installation.

## Move mode

Move mode is used to move one or more tasks to a new date, time or employee column.

You start move mode by clicking the move icon in the title bar once. To start a locked move mode that stays active until you turn it off yourself, double-click the move icon.

1\. Click the move icon in the title bar to enable move mode. The icon is highlighted, and a counter badge shows the number of selected tasks.

2\. Click the task cards you want to move. A selected card is visually highlighted. If you click an already selected card again, it is deselected.

3\. In the desired destination column and the desired time (or day in week view), a placeholder is shown with the text **Move selected task(s) here**. Click the placeholder to move the tasks to that position.

4\. Alternatively, a placeholder is shown with the text **Floating** in columns that support floating tasks. If you click **Floating**, the selected tasks are moved to a floating schedule under that employee.

5\. Click the move icon again to exit move mode, or use the context menu on a card and select **Move...**, which automatically starts move mode for that task.

You can also open a full calendar popup to choose the destination slot by starting move mode via **Move...** in the context menu.

## The task edit dialog

The task edit dialog is opened by clicking directly on a task card (without context menu) or by selecting **Edit** in the context menu. For tasks with a related entity, a direct click opens the entity in the relevant module — instead use the context menu and select **Edit** to edit the task itself.

The dialog contains two columns of fields.

### Field descriptions — left column

**Task type** — dropdown that shows the available task types. The field is required. When editing an existing task, the field is read-only; the task type cannot be changed after creation.

**Title** — text field for the task's title.

**Description** — a formatted HTML editor (TinyMCE) for a detailed description of the task.

**Scheduling — From** — date and time for the task's scheduled start.

**Scheduling — To** — date and time for the task's scheduled end. Cannot be set if the From field is empty.

**Is all day** — checkbox. When set, the task is marked as an all-day task, and the time component in the date fields is hidden.

**Recurrence** — dropdown for selecting a recurrence pattern: None, daily, weekly, monthly or yearly. If you select a pattern, the form expands with the detailed recurrence settings (see below).

**Task priority** — dropdown for selecting priority. The field is only shown if priorities are configured for the selected task type.

**Attachments** — an image list from which you can add images or files and delete existing attachments.

**Custom fields** — dynamic fields configured specifically for the selected task type. The fields vary from task type to task type.

### Field descriptions — right column

**Task status** — dropdown for selecting the task's current state (for example To-do, In progress, Completed). The field is only shown if states are configured for the task type. Depending on the permission setup, the field may be read-only.

**Assigned** — a list of the employees assigned to the task. Each item shows the employee's name and assignment type. You can delete an assignee by clicking the remove icon next to them. The **New assignee** button opens the Assignee sub-dialog.

**Icon** — a media picker for attaching an icon to the task.

**Color** — a color picker for specifying a color that is shown on the task card in the calendar.

**Participants** — a list of participants associated with the task. Each item shows the actor's name and participant type. You can delete a participant by clicking the remove icon. The **New participant** button opens the Participant sub-dialog. The section is only shown if the task type supports participants.

### Save and cancel

**Save** — saves all changes and closes the dialog.

**Cancel** — closes the dialog without saving changes.

## The Assignee sub-dialog

The Assignee sub-dialog is opened from the **New assignee** button in the task edit dialog. It is used to assign an employee to the task.

### Field descriptions

**Assignment type** — dropdown for selecting the assignment type configured for the task type.

**User** — autocomplete field for searching and selecting the user to be assigned to the task.

If you try to add a user who is already assigned with the same assignment type, an error message is shown stating that the user is already in the list.

**Save** — adds the employee to the list of assignees.

**Cancel** — closes the dialog without adding.

## The Participant sub-dialog

The Participant sub-dialog is opened from the **New participant** button in the task edit dialog. It is used to associate an actor (for example a customer) as a participant.

### Field descriptions

**Actor** — autocomplete field for searching and selecting the actor to be added as a participant.

**Participant type** — dropdown for selecting the participant's type configured for the task type.

If you try to add an actor who is already a participant with the same participant type, an error message is shown.

**Save** — adds the actor to the list of participants.

**Cancel** — closes the dialog without adding.

## Recurrence settings

The recurrence settings are a collapsible section in the task edit dialog that is activated when you select a recurrence pattern in the **Recurrence** field. The section is only visible if the task type allows recurrence.

### Field descriptions

**Recurrence** — dropdown for selecting the pattern: none, daily, weekly, monthly or yearly. If you select daily, weekly, monthly or yearly, the section expands with pattern-specific settings.

**Start date** — date picker that specifies when the recurrence series begins.

**Ends** — dropdown with three options for when the series ends:

**Never** — the series recurs with no end date.

**Ends on** — the series ends on a specific date selected in a date field on the right.

**Ends after** — the series ends after a specified number of recurrences. The number is entered in a numeric field (1—100) with the unit **recurrences**.

The error message **End date must be greater than start date** is shown if the end date is set to a date before the start date.

## The Session settings dialog

The Session settings dialog is opened by clicking the gear icon in the title bar. It is available in day view.

### Field descriptions

**Day view column width (%)** — numeric field for specifying the width of each employee column in day view as a percentage of the total screen width. The default value is 13. A lower percentage gives narrower columns and thus room for more employees on the screen at a time.

**OK** — saves the settings and applies the new column width immediately.

**Cancel** — closes the dialog without saving changes.

## Select time popup

The Select time popup is opened from the context menu on a task card via the action **Change start time**. It lets you specify a new start time for the task.

### Field description

**Time** — a time picker that lets you select a time in 15-minute steps.

**OK** — sets the new start time and reloads the calendar.

**Cancel** — closes the popup without changes.

## Separate Week view (events)

In addition to the Calendar (the task planner), the Scheduling menu contains a separate **Week view** screen under **Events**. This screen is not the same as the week view in the task planner.

Week view is a monthly calendar for events, not tasks. It shows a grid with seven columns (weekdays) and the current month's weeks as rows. Clicking a day in the grid shows the events for the selected day in a panel on the right, with title, time and pattern for each event. Navigate back and forth between the months with the **Previous** and **Next** buttons at the top.

If you have any questions, you are welcome to contact support.

* * *

**Want to know more?**

You can customize how this area works under the settings:

[

Scheduling settings

Overview of the settings for calendar and task planning in Sapera — including default view, time division, column width and display of weekends, unscheduled and unassigned tasks.

](https://support.sapera.io/en/articles/426.md)