How to Set Default Views and Add Tasks to Your Calendar

In this article, we’ll cover two helpful features inside the Tasks tab in Konnectd:

• How to save a default view so your filters always stay put

• How to add tasks to your calendar so they show up like appointments

✅ Setting a Default View in the Tasks Tab

Tired of resetting filters every time? Now, your Konnectd CRM will remember your preferred task view.

Here's how it works:

1. Go to the Tasks tab inside your CRM.

2. Select the filters you want — for example:

   • Status = “Pending”

   • Sort by = “Due Date” or “Title”

3. Once you make a selection, your Konnectd CRM remembers it.

4. If you leave the page and come back, your filters will still be active.

💡 Tip:
At the top of the page, you can also use quick filters like:

• Due Today

• Overdue

• Upcoming

You can also filter by team member or use the search bar to find specific tasks.

🗓 Adding Tasks to Your Calendar

Now, any new task you create can also show up in your synced calendar — just like an appointment.

To do this:

1. Click “Create New Task” inside your Tasks tab.

2. Give your task a name.

3. Choose a due date and time.

4. Assign it to yourself or a team member.

5. Click Save.

Once saved, the task will automatically appear:

• In your CRM Calendar

• In your synced external calendar (Google, Outlook, Apple, etc.)

This helps you manage your day at a glance and never miss a task.

Need Help?

If you’d like help syncing your calendar or setting up filters, reach out to our support team anytime via chat — we’re here 24/7.