Dashboard > 12. Calendar

Dashboard – Calendar

Using the Tasks Sub-Tab in your Dashboard

Your BNTouch Dashboard is organized into several sub-tabs, each containing useful tools and information.

The “Calendar” sub-tab will display an expanded version of the calendar panel from the “Tasks” sub-tab. This can be useful for seeing an entire week or month at a glance, rescheduling appointments, and more.

This calendar can be viewed either by week or by month, according to the toggle button in the upper-right corner. Days can be navigated using the arrow buttons, and the “This Week” or “This Month” button will return your view to the current date. To edit a task on the calendar, simply click it. Any changes you make will save upon clicking “Update Task.”

Graphical user interface, calendar

Description automatically generated

The Calendar can be used to set up tasks and reminders for yourself. To create a new task, click the “Add Task” button or click an open time on the calendar. Choose who the event is for, enter the date, time, and type of event, and include a brief description. You can set a reminder to appear for the event, which can be one-time or recurring. Private tasks will only be visible by the user they are created for. When finished, click “Add Task” to save the event in the calendar. Tasks added to the calendar here will not be directly linked to a mortgage or partnership record; however, tasks created from the Mortgages or Partnerships tabs will be linked.

Graphical user interface

Description automatically generated

Want to Learn More?

Dashboard Tab: Calendar