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  3. Tasks and calendar

Follow-through

Give the next step a place in your day.

Keep today’s work and upcoming appointments in the same workspace as your Contacts. Move between the calendar and task views without losing sight of what needs attention.

Inside rltr

A clear plan for the day.

Keep follow-ups and appointments close to the people they belong to, and switch between tasks and your calendar.

Daily task list with follow-ups, linked Contacts, checklists and due times.
Product screen with fictional sample data.

Tasks and calendar

Built into your everyday work.

Work the task list

See today’s tasks, overdue work and future follow-ups. Add descriptions and checklists, assign an owner and mark work complete as you go.

Plan appointments

Create appointments from the calendar or a Contact. Day, week and month views help you see the time you have available.

Connect your calendar

Connect Google or Microsoft calendar accounts separately from email. Use a default connected calendar for new outgoing appointments, or work with supported iCal feeds and exports.

See the Contact’s schedule

Open a Contact’s Calendar section for their appointments and tasks. Related work stays connected to the relationship.

A closer look

What you can do.

  • Today, overdue and future task views
  • Task descriptions, checklists, due dates and assignments
  • Contact-prefilled tasks and appointments
  • Google and Microsoft calendar connections
  • Supported iCal import and export
  • In-app reminders and notification preferences

Connected calendar events are imported read-only. Calendar connections do not send meeting invitations or add attendees.