Show tasks in the calendar Praxis Desk

Display tasks with a due date directly in the calendar — as small chips on the corresponding date.

Prerequisites

• You have access to the calendar.

How to

1. Open the calendar and click the gear icon in the toolbar.
2. In the popover, click the Ansichten (views) button, then + Neue Ansicht (new view).
3. Under Darstellung (display), in the Anzeige (display options) block, enable Aufgaben anzeigen (show tasks).
4. Save the view.

Tasks now appear as chips in the all-day row of their due date. The chip color shows the task's status. The calendar strikes through completed tasks.

You set the maximum number of visible tasks per column under Einstellungen → Unternehmen (company) → Kalender & Termine → Allgemein (general). Find it in the Ganztags-Zeile (all-day row) block, field Aufgaben (tasks).

Note: You only find the Aufgaben anzeigen switch in the view editor. The gear-icon popover has no switch for it under ANZEIGE (display). See Save Calendar Views and Set a Default for details on the view editor.

Open a task

Click on a task chip in the calendar. The task detail view appears.

From there you can edit the task or mark it as done. The calendar shows completed tasks accordingly.

Move a task

1. Grab a task chip and drag it onto a different due date to change the due date.
2. Drag the chip onto a practitioner or user column to assign the task to that person.

Note: Drop zones also appear for empty days in the all-day row while dragging.

Common issues

• Task chips are missing: Check that Aufgaben anzeigen is enabled in the active view.
• "Aufgaben anzeigen" option is missing: The Aufgabenverwaltung (task management) add-on may not be included in your license.

Required license

This feature requires the Aufgabenverwaltung (task management) add-on for Praxis and Desk.