This article guides you on how to access your Day Calendar view in Unity® Practice Management.

Accessing your Day Calendar View

1. Click on Organiser.
2. On the Filters & Options section, select Day as your view, and you will see all your Milestones, Events, and Tasks due for the day selected.

Adding new items in your Day Calendar View

1. On the top-right corner of your screen, click Add To Calendar.
2. You can choose to add a new Milestone, Event, or Task.

1. Add your new items details, and click Save.

Filtering and Organising your Day Calendar View

• To view the Calendar for more than one user, type their name or select a name from the list on Search for People.
• To filter any of your Watched Cases, click on the Show or Hide icon next to the item.

• Click on the item on your Calendar view to edit the item or see the following details:  
  • Due date
  • Assigned Users
  • Case Status
  • Case Display Code
  • Mark as Complete

Related Article

Schedule View

Add an Event

Watch a Project

Adding Milestones 

Organiser - Get Started Today

Using the Cross-Case Calendar 

Changing Milestones Date in Schedule View