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Tasks and calendar

Plan the work.
See what comes next.

Organize tasks, deadlines, projects, and daily follow-ups in one connected view—so important work stays visible and the team always knows what needs attention.

Request early accessExplore the workflow

From pending work to finished follow-through.

A
My workTasks & calendar
Today+ Add task
Focus for today

Keep the next step moving.

3 due today
Today3 tasks
Next 7 days8 tasks
Completed12 tasks
Pending2
Prepare renewal deckMarlow IndustriesMediumThu
Schedule kickoff callPriya Shah StudioLowMon
2 tasks ready to start
In Progress2
Send updated scopeMarlow IndustriesHighFri
Confirm delivery datesNorthgate RetailMediumToday
2 tasks moving forward
Done2
Kick-off call notesPriya Shah StudioLowComplete
Send proposal deckVellum PartnersMediumComplete
2 tasks completed this week
Cancelled2
Legacy renewal reviewMarlow IndustriesLowClosed
Duplicate follow-upNorthgate RetailLowClosed
2 tasks closed out
Task board with Pending, In Progress, Done, and Cancelled columns
Move work through clear stages and keep priorities, due dates, and project context visible.

Clear task progress

See work as it moves.

Keep tasks organized through Pending, In Progress, Done, and Cancelled. Each status gives the team a clear picture of what has started, what is waiting, and what no longer needs attention.

  • Track work through four clear statuses.
  • Mark tasks as Low, Medium, or High priority.
  • Filter by overdue, today, or upcoming work.
  • Archive tasks without keeping them in the active view.
ATask filters
Workspace
PendingIn ProgressDoneCancelled
LowMediumHigh
OverdueTodayUpcoming
StatusIn Progress
PriorityHigh
Due dateToday
2 matching tasks
Send updated scopeMarlow Industries
Confirm delivery datesNorthgate Retail
Task filters for status, priority, and due date
Narrow the board by status, priority, or date to focus on the work that matters now.

One connected schedule

Put tasks, projects, and notes on the same calendar.

Avanta's calendar brings different types of work into one time-based view. Show or hide Projects, Tasks, and Notes, then move between month, week, and agenda views depending on how much detail you need.

  • Projects calendar layer.
  • Tasks calendar layer.
  • Notes calendar layer.
  • Month, week, and agenda views.
ACalendar layers
Workspace
ProjectsTasksNotes
August
12345678910111213141516171819202122232425262728
Calendar with Projects, Tasks, and Notes layers
Choose which work layers to display and see how activity fits together over time.
  • Projects
  • Tasks
  • Notes

Details that stay attached

Keep the task connected to the work around it.

A task is more useful when the reason behind it remains visible. Connect the task to a project, add notes, and break larger actions into subtasks without losing the surrounding context.

Linked project
Keep the task associated with the relevant opportunity or delivery work.
Notes
Record supporting details and the information needed to complete the task.
Subtasks
Break a larger action into smaller, manageable steps.
ATask details
Workspace
Send updated scopeHighIn Progress
Linked project
Marlow Industries · Q3 rollout
Notes

Confirm renewal terms before sending — Tomas flagged the delivery date on the last call.

Subtasks
✓Draft revised timeline
✓Confirm budget with finance
✓Share with Tomas Ortega
Task details with linked project, notes, and subtasks
Keep execution details together inside the task instead of spreading them across separate tools.

Daily use

Daily work should feel manageable.

Avanta gives teams a practical set of controls for deciding what to work on, when it is due, and how it connects to customer and project activity.

Know what needs attention now.

Review today's work, the next seven days, and anything already overdue.

ADaily summary
Workspace
Today3
Next 7 Days8
Overdue2
Today
Send updated scopeMarlow Industries
Kick-off callPriya Shah Studio
Today, Next 7 Days, and Overdue summary

Set a clear priority.

Use Low, Medium, or High priority to distinguish routine work from important follow-up.

  • Low
  • Medium
  • High

Use the right task type.

Identify calls and meetings while keeping ordinary tasks simple.

  • Call
  • Meeting
  • Task

Change the calendar perspective.

Move between month, week, and agenda views depending on whether you are planning broadly or reviewing immediate details.

ACalendar views
Workspace
MonthWeekAgenda
MonSend updated scopeMarlow Industries
WedRenewal callPriya Shah Studio
FriQuarterly reviewVellum Partners
Calendar month, week, and agenda views

Create work from the calendar.

Start a new task or project directly from the calendar area.

ACreate from calendar
Workspace
+Create TaskAdd a task to today
+Create ProjectStart a new project
Create Task and Create Project calendar actions

Keep completed views clean.

Archive tasks that should remain available without occupying the active board.

Where it fits

Built for the rhythm of client work.

Use tasks and calendar views wherever customer relationships, opportunities, and delivery depend on timely follow-through.

  • Sales follow-ups

  • Client meetings

  • Project deadlines

  • Calls

  • Internal actions

  • Upcoming delivery

  • Overdue work

  • Daily planning

Every item can remain close to the project and customer context that created it.

Calendar connection

Connect Google Calendar to your Avanta workspace.

Use Avanta's Google Calendar connection entry point to bring calendar setup closer to the tasks and projects your team manages in Avanta.

Avanta does not describe this connection as automatic two-way synchronization unless that behavior has been tested and confirmed.

ACalendar connection
Workspace
GCGoogle CalendarCalendar connectionConnected
Account[email protected]
Last synced2 minutes ago
Manage connectionOpen
Google Calendar connection
Connect Google Calendar from Avanta's calendar area.

Get started

How to start organizing work in Avanta.

Create a task, give it the right context, and use the calendar to keep the next action visible.

  1. 01

    Create the task

    Add the task title and the information needed to identify the work.

  2. 02

    Set priority and timing

    Choose Low, Medium, or High priority and add the relevant date.

  3. 03

    Connect the context

    Link the task to a project, add notes, and create subtasks where needed.

  4. 04

    Plan from the calendar

    Use month, week, or agenda view to understand upcoming and overdue work.

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FAQs

Which task statuses are available?

The current task board uses Pending, In Progress, Done, and Cancelled.

Which task priorities are available?

Tasks can be marked Low, Medium, or High priority.

Can I see overdue and upcoming tasks?

Yes. Task filters include Overdue, Today, and Upcoming, and the calendar area summarizes today, the next seven days, and overdue work.

Can a task be connected to a project?

Yes. Tasks can be linked to the relevant project so the surrounding work remains easier to understand.

Can tasks include notes and subtasks?

Yes. Task details support notes and subtasks for additional execution context.

Which calendar views are available?

Avanta includes month, week, and agenda calendar views.

What can appear on the Avanta calendar?

The calendar provides separate display layers for Projects, Tasks, and Notes.

Can I connect Google Calendar?

Avanta provides a Google Calendar connection entry point. Exact synchronization behavior should only be described after it has been tested and confirmed.

One connected workspace

Put every deal in motion

Bring your customers, pipeline, outreach, invoices into one workspace.

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