The mobile task calendar lets you view due dates for tasks assigned to roles and working times resourced to you, and open task details. The calendar is neither a list of all tasks nor a report of actual working time.

Open the calendar and select a view

Android: open Tasks and tap the calendar icon at the bottom of the task list. It is next to the add button, above the bottom menu. Open the menu button in the top-left corner of the calendar. In the side menu, select a search mode and Day, 3-Day or Month. The search mode change takes effect when the side menu closes. The change resets the search to the current month, so check the date range again.

iOS: open Tasks and tap the calendar icon at the bottom of the list, next to the add button. The calendar opens in the three-day view. Use the calendar icon in the top-right corner of the calendar to select Day, 3-Day or Month. The icon with three horizontal lines next to it opens the search mode selection.

In the month view, swipe the calendar sideways to change months. Tap a day to open that day's view. Tap a task entry in the day or three-day view to open the task details.

Select a search mode to suit the work

The default selection is Both tasks. The search mode determines which tasks are loaded and which information is used to position their entries in the calendar.

  • Tasks with resourcing: searches for tasks based on the logged-in user's resourcing. A task is included if at least one of your own resourcing periods falls entirely within the date range being searched. The due date does not need to fall within the same range. Entries are based on your own resourcing.
  • Tasks without resourcing: searches for tasks assigned to roles that your viewing permissions allow you to see and whose due date falls within the date range being searched. The entry is placed on the due date. Despite its name, this option does not search for all tasks that lack resourcing, nor does it check whether resourcing is missing.
  • Both tasks: searches for tasks that your viewing permissions allow you to see, based on their due date. A task assigned to a role appears on its due date; for a task assigned to users, your own resourcing is shown. Viewing permission alone therefore does not guarantee an entry. Your own resourced work may also be missing if the task's due date falls outside the date range being searched.

What do the dates and times mean?

Due date indicates when the work must be completed. Responsible on Android and User role on iOS indicate who the work belongs to. Resourcing defines the planned start and end times of a user's work. An actual time entry is separate from these details.

In the day and three-day views, a task assigned to a role appears on its due date from 8–9 a.m.. This is the time used to display it in the calendar. For example, a task assigned to a role that is due on Friday appears on Friday from 8–9 a.m., even if no one-hour work reservation has been saved for the user. The entry does not define the duration of the work or an agreed start time.

An entry for your own resourcing is created from the saved start and end times. On Android, however, the displayed entry for resourcing that lasts more than 24 hours may extend beyond the saved end time. Check the exact times in the task details, especially for work spanning several days; do not calculate reserved hours from the visible length of the entry.

Viewing the calendar, changing the search mode and opening a task do not start the work, change the due date or resourcing, or create a time entry.

Date range and visibility limits

Tasks are loaded by month, including in the day and three-day views. The visible days alone therefore do not indicate the scope of the search. In a resourcing search, a period that only partly overlaps the month being searched is not enough: for example, your own resourcing from 31 October to 1 November does not, on its own, include the task in either month's resourcing search. The task may still be included based on another of your own resourcing periods that falls entirely within the month.

All search modes exclude tasks that are completed, submitted for inspection or in the On hold status. The search also respects your viewing permissions. Visibility depends on task responsibilities, user roles, Spot folder permissions and the service's mobile visibility settings. A missing calendar entry does not mean that the task has been deleted.

Android identifies the displayed user's resourcing by the user's name. If a task has users with the same name, check the responsible party and resourcing in the task details. iOS identifies the user by their user account ID.

Check the task and investigate a missing entry

Open the entry and check the task name, Spot, responsible party, due date and your own resourcing. This helps you confirm that it is the correct work and that the planned time matches the task details.

If work is missing, find it in the Tasks list and check its status and details. Compare the calendar's search modes and month: use Tasks with resourcing when looking for your own work reservation, and Tasks without resourcing when looking for a task assigned to a role. Also check for resourcing that crosses a month boundary. On Android, check the date range again after changing the search mode. If the task does not appear in the list either, ask an administrator to check your viewing permissions.

Using the task list is covered in Finding your own tasks. Changing the due date, responsible party or resourcing is a separate task edit that requires permission for that particular change. See Responsibilities and due dates and Mobile visibility and resourcing settings. In the browser, you can plan tasks in the Work management calendar and Gantt view.