Viewing Your Tasks Across All Projects on a Calendar

Context

The Task Calendar report lets you visualize tasks from multiple projects in a single calendar view. This helps you understand workload timing, see overlapping work, and plan priorities across all active projects instead of reviewing each project individually.

Prerequisites

• Access to the Reports menu.

• Permission to run Resource Reports.

• Tasks and projects must exist in the system to appear on the calendar.

Step-by-Step Instructions

1. Go to the Reports menu.

2. Select Resource Reports.

3. Click Task Calendar.

4. Select Create Task Calendar Report.

5. In the report filter options, choose the types of tasks you want to display on the calendar.

6. Open Project Options and set the project status to Active to include all active projects.

7. Scroll to the date options and select All Dates or choose a specific date range.

8. Adjust any additional filters to refine the level of detail, such as task type or other available criteria.

9. Click Run Report.

10. Review the calendar to see all tasks across all selected projects.

11. Optional: Click Export to Excel if you want a downloadable version of the report.

Notes / Tips

• You can make the calendar view broad by including all task types, or more granular by narrowing the filter options.

• Using a date range can help focus on short-term planning or upcoming workload.

• The Task Calendar report is useful for personal planning as well as understanding team-level task distribution.

Troubleshooting

• If tasks are missing, confirm the related projects are marked as Active.

• Check date filters to ensure tasks fall within the selected range.

• Verify that task-level permissions allow you to view tasks across those projects.