Using the calendar
The calendar brings your follow-ups, task due dates, and expected closings into one view so you can plan your week.
Quick answer
The calendar plots your follow-ups, task due dates, and expected closings across days and weeks, so you can plan and rebalance. It works together with Today's Actions and respects your timezone.
Today's Actions answers "what should I do right now?" But running a business on a daily list alone has a blind spot: you can't see what's coming. The calendar fills that gap.
What the calendar shows
It plots your follow-ups, task due dates, and expected closings on the days they fall. Seeing all three together is the point: your relationship work, your operational work, and your income events share one timeline.
Planning with the calendar
Start the week with a look ahead — spot an overloaded Thursday, see a closing coming, balance clustered follow-ups across days, and notice empty stretches as opportunities to prospect. It's the difference between being surprised by your week and steering it.
How it works with Today's Actions
The two are lenses on the same information. Today's Actions is ranked and built for execution; the calendar is forward-looking and built for planning. Set a follow-up or due date once, and it appears in both — the daily list surfaces it when due, the calendar shows it in context.
Timezone
Like everything time-based in RelkoAI, the calendar respects your profile timezone, so items land on the correct day in your world. Make a habit of glancing at the week each Monday — two minutes turns a reactive week into a planned one.
Steps / Key takeaways
- The calendar shows follow-ups, tasks, and closings together.
- Use it to plan your week; use Today's Actions to execute your day.
- Items you schedule appear in both views automatically.
Frequently asked questions
How is the calendar different from Today's Actions?
Today's Actions is a ranked list for executing today. The calendar is a forward-looking view for planning your week or month.
Do closings show on the calendar?
Yes. Deals' expected close dates appear on the calendar so an upcoming closing is visible weeks in advance.
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