Note: Workiva Calendars and Calendar-related features (such as using business days in processes) are currently only available in some of our Financial Reporting and Financial Services solutions.
All of your assigned tasks with due dates, the calendars that you have permissions to, and the processes that you have permissions to will show in the Calendars experience. You can manage which events you see to help you use calendars more effectively.
Show or hide your assigned tasks, a calendar, or a process
To show or hide your assigned tasks, a calendar, or a process:
- In the Calendars experience, go to the left-hand side and find the kind of events that you want to show or hide.
- Check the box to show the events in the calendar view. Uncheck the box to hide the events from the calendar view.
- If Tasks is checked, all of your assigned tasks with due dates will show.
- If a calendar is checked, all of the events in that calendar will show.
- If a process is checked, all of the tasks with due dates in that process will show.
Tip: You can apply filters to narrow down the tasks you see on the calendar.
Add or remove a process from the Processes list
Only the processes that you have permissions to will show in the list under Processes on the left-hand side. If a process is checked, then all of the tasks with due dates in that process will show in the calendar.
Add a process to the Processes list
To add a process to the Processes list:
- In the Calendars experience, go to the left-hand side and click Add next to Processes.
- Enter the process’s name, and click the checkmark to add the process to the list.
- The added process will automatically be checked, and its tasks with due dates will show in the calendar.
Remove a process from the Processes list
To remove a process from the Processes list:
- In the Calendars experience, go to the left-hand side and find the process that you want to remove.
- Click the three-dot menu next to the process and select Remove from list.
- The process will be removed from the list, and all of its tasks with due dates will be removed from the calendar.