Product Guides
Tutorials, Videos and tips to get up to speed and get work done.
How to Use Calendar, Events & To-Dos in Clariti
We’ve all experienced it. Reminders scattered in apps, tasks buried in emails, and meetings floating in calendars that don’t talk to each other. The result? Missed deadlines and fragmented focus.
Clariti’s Calendar View of To-Dos fixes that by turning every task from your conversations into a scheduled, visual commitment. You can see what’s coming, what’s done, and what needs follow-up all in one organized view.
Tutorial Overview
In this tutorial, you’ll learn how to:
- Access and switch between Calendar views (Scheduled, Completed, Weekly, Daily).
- Visualize To-Dos with their original conversation context.
- Schedule and manage events directly from the calendar.
- Set recurring To-Dos for routine or quarterly activities.
Detailed Sections
How-To: Access and Switch Calendar Views
Your calendar is the central dashboard for all To-Dos, meetings, and calls.
Steps:
- Select Calendar from the left panel.
- View your scheduled items (meetings and tasks) in the main window.
- Use the top tabs (Scheduled, Completed, Weekly, Daily) to filter your items.
- Toggle the calendar view (Monthly, Weekly, Daily) for your preferred planning layout.
Tips: Switching views gives you control over how you visualize your work; whether it’s a daily checklist or a long-term project timeline.
How-To: Visualize Tasks with Context
Every To-Do in Clariti is linked to its original conversation, so context never gets lost.
Steps:
- Click on a To-Do from your calendar (e.g., “Google Ad Budget”).
- Click on “Reference” to view related Conversations, showing all relevant discussions and files.
- Tasks like “Team Call” or “Weekly Meeting” appear alongside project-specific To-Dos for a complete overview.
Tips: Tying To-Dos to conversations ensures you always know why the task exists.
How-To: Schedule & Add New Items
Plan and create To-Dos, meetings, or calls directly from the calendar view.
Steps:
- Click “Add to Calendar.”
- Select the type of event: To-Do, Event, Call
- Set the date, time, and assign it relevant subject name and include participants.
Tips: Centralized scheduling keeps everything visible. No overlaps, no missed updates.
How-To: Set Recurrence for Routine Tasks
For ongoing work or cyclical goals, you can automate reminders with recurring To-Dos.
Steps:
- When adding a new To-Do, select Recurrence.
- Choose how often it repeats – daily, weekly, monthly, or quarterly.
- Save, and Clariti will automatically schedule future occurrences.
Tips: Ideal for repetitive workflows like reporting, budgeting, or performance reviews.
Supplementary Links
- Clariti Features Overview: Document & File Sharing
- Related Tutorial: Cloud storage integrations
Clariti’s Calendar View turns tasks into time you can see — helping you schedule smarter, follow through with clarity, and keep every action anchored to its original intent.
Start for FREE with Personal CRM
We too hate spam! Your email is secure with us.
Spot secured. You're in.
No more switching tools.
No more lost context.
Just Clarity.
Keep an eye out for emails from @clariti.app.
(and check your spam folder just in case—whitelisting us helps ensure you don’t miss a thing).
