Calendar & Deadlines

Stay on top of compliance deadlines and important dates with a visual monthly calendar.

Navigating the Calendar

1. Go to Operations > Calendar.
2. The default view shows the current month.
3. Use the left and right arrows to move between months.
4. Events and deadlines are color-coded by category for quick scanning.

Adding an Event

1. Click on a date in the calendar.
2. Fill in the event title, time, and description.
3. Select a category or color.
4. Click Save.

Compliance Deadlines

Compliance deadlines are auto-populated based on your organization's regulatory requirements. These appear automatically on the relevant dates so nothing slips through the cracks.

Color Codes

• Red -- compliance deadlines
• Blue -- internal events
• Green -- client meetings
• Yellow -- reminders