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Viewing appointments

Appointments assigned to you in the Plan Board are automatically mentioned in the linked tasks on your Task Board. If you tick the option Group tasks by appointment, tasks are grouped under their appointment in the tasks overview. Appointments as task group header are only shown if the appointment is planned in the coming seven days, but in the task itself appointments are always shown.

To view appointments within the coming seven days, and their tasks, in the task board:

  1. Go to the Task Board.

  2. If the Filters menu is not visible, open it with the Expand expand quick launch bar icon icon in the top-left corner.

  3. Under Groupings, tick the option Group tasks by appointment.

    groupings on task board
  4. Under Filters, choose Today, Tomorrow, This week or Next week.

Appointments within the coming seven days are now visible with their linked tasks.