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Use tasks and calendar

What does this do for me?

The tasks page lets you create to-do items with priority, due dates, and assignments. The calendar shows permit expirations, filing due dates, and task deadlines in a monthly view.

Manage tasks

  1. Sign in at entityshield.app.
  2. Select Tasks in the sidebar.

Create a task

Select Add Task. Enter a title, select the related entity, set a priority, and add a due date. Select Create to save it.

Update or complete a task

Select a task from the list to open its detail page. Change any field, mark the status, or add notes. Select Update to save.

View task comments

Open a task detail page and scroll to the comments section to read or add comments. Threaded comments are available for team collaboration.

Use the calendar

  1. Select Calendar in the sidebar.
  2. The monthly view shows dots on days that have deadlines.
  3. Select a day to see the list of permit expirations, filing due dates, and tasks due that day.
  4. Use the iCal feed link to sync deadlines to your external calendar application.