Workflows & examples

1. Plan your day

1. Open Calendar in Agenda view to see meetings in order.
2. Switch to the Due view to fold in tasks and approvals due today.
3. Work top to bottom; click any item to jump to its source app.

2. Schedule a team meeting

1. In Calendar → New Event, set the time, location, and agenda notes.
2. Add internal attendees; they receive invites automatically.
3. Set visibility to team-shared so everyone sees it.
4. A Workflow sends a reminder before it starts.

3. Never miss a deadline

1. Each morning open the Due view.
2. Review tasks (from Projects) and approvals due today or overdue.
3. Act directly from the source records; the calendar updates as items are completed.