---
title: "Tasks & Calendar"
description: "How to manage assessment tasks, track assignments and due dates, and schedule meetings with the integrated calendar."
version: "en"
---
> Documentation Index
> Fetch the complete documentation index at: https://docs.kliper.dev/llms.txt
> Use this file to discover all available pages before exploring further.
# Tasks & Calendar
Kliper combines a full task management system with an integrated calendar, so your assessment team can track work items, assign responsibilities, and coordinate schedules in one place.
---
## Task Management
### Task Board Overview
Navigate to **Tasks** from the left sidebar to open the task board. The board displays all tasks across your assessments with powerful filtering and search.
### Creating a Task
1. **Click New Task**
Click the **+ New Task** button to open the task creation dialog.
2. **Fill in Task Details**
| Field | Required | Description |
|---|---|---|
| **Title** | Yes | Descriptive task name (e.g., "Review firewall rulesets for Req 1.2.3") |
| **Description** | No | Detailed instructions or context |
| **Status** | No | Initial status — defaults to To Do |
| **Priority** | No | Urgency level — defaults to Medium |
| **Type** | No | Category — defaults to Task |
| **Assigned To** | No | Team member responsible (select from org members with avatar and email) |
| **Start Date** | No | When work should begin |
| **Due Date** | No | Target completion date |
| **Labels** | No | Comma-separated tags for categorization |
| **Recurrence** | No | Repeating schedule (None, Daily, Weekly, Monthly, Custom) |
| **Reminder** | No | Date and time to send a reminder notification |
3. **Link to an Assessment (Optional)**
Select a **Project** to link the task to a specific assessment or engagement. Linked tasks appear in the assessment's Tasks tab.
4. **Save**
Click **Create**. The task appears in the board and the assignee receives a notification.
### Task Statuses
| Status | Column | Description |
|---|---|---|
| **To Do** | Backlog / To Do | Task created but not started |
| **In Progress** | In Progress | Actively being worked on |
| **Completed** | Done | Task finished (records completion timestamp) |
| **Cancelled** | — | Task abandoned or no longer relevant |
### Task Priorities
| Priority | Color | When to Use |
|---|---|---|
| **Urgent** | Red | Blocking issues, critical deadlines |
| **High** | Orange | Important work that should be addressed soon |
| **Medium** | Amber | Standard priority (default) |
| **Low** | Blue | Nice-to-have, non-blocking items |
### Task Types
| Type | Icon | Purpose |
|---|---|---|
| **Task** | Checkbox | General work item (default) |
| **Bug** | Alert | Something broken that needs fixing |
| **Improvement** | Flag | Enhancement to existing process or content |
| **Documentation** | Edit | Documentation writing or update |
### List View
Toggle to **List View** for a compact table format with sorting and filtering:
| Column | What It Shows |
|---|---|
| **Title** | Task name with completion checkbox |
| **Status** | Current status badge |
| **Priority** | Priority badge (color-coded) |
| **Type** | Task type icon |
| **Assignee** | Assigned user's avatar and name |
| **Due Date** | Target date (red if overdue) |
| **Created** | Creation date |
Click any column header to sort. Use the search bar to filter by title or description.
### Filtering Tasks
Apply filters to narrow the task list:
| Filter | Options |
|---|---|
| **Status** | All, To Do, In Progress, Completed, Cancelled |
| **Priority** | All, Urgent, High, Medium, Low |
| **Type** | All, Task, Bug, Improvement, Documentation |
| **Assignee** | All, or select a specific team member |
Filters persist across sessions so your preferred view is remembered.
### Task Detail
Click any task to open the detail view:
- **Full description** with rich text
- **Status dropdown** — change status inline
- **Priority and type** dropdowns
- **Assignee** — reassign with user search
- **Dates** — start date and due date pickers
- **Time tracking** — estimated hours vs. actual hours
- **Labels** — add or remove tags
- **Subtasks** — view and manage child tasks
- **Linked assessment** — navigate to the related assessment
- **Activity** — creation date, last update, reporter info
### Subtasks
Tasks support parent-child relationships for breaking complex work into smaller pieces:
1. **Open a Parent Task**
Click on the task that you want to add subtasks to.
2. **Create a Subtask**
Click **+ Add Subtask**. Fill in the subtask details using the same form as a regular task.
3. **Track Progress**
Subtasks appear nested below their parent in the task list. Each subtask has its own status, assignee, and due date.
> **Note**
>
> Deleting a parent task cascades to all subtasks. Complete or reassign subtasks before deleting the parent if you need to preserve them.
### Recurring Tasks
For tasks that repeat on a schedule (e.g., weekly evidence collection, monthly access reviews):
| Recurrence | Schedule |
|---|---|
| **Daily** | Repeats every day |
| **Weekly** | Repeats every week on the same day |
| **Monthly** | Repeats every month on the same date |
| **Custom** | User-defined recurrence pattern |
Set the recurrence when creating or editing a task. Recurring tasks appear on the calendar at their scheduled intervals.
### Task Notifications
| Event | Who is Notified | Channels |
|---|---|---|
| Task assigned to you | Assignee | In-app, email, push |
| Task approaching due date | Assignee | In-app, push |
| Task reassigned | New assignee | In-app, email, push |
### Real-Time Updates
Task changes are broadcast in real-time to all organization members. When a teammate creates, updates, or completes a task, your task board updates instantly without refreshing.
### Task Statistics
A summary bar at the top of the task board shows:
| Metric | Description |
|---|---|
| **Total** | All tasks (excluding deleted) |
| **To Do** | Tasks not yet started |
| **In Progress** | Tasks currently being worked on |
| **Completed** | Finished tasks |
| **Overdue** | Tasks past their due date that are not completed |
---
## Calendar
### Accessing the Calendar
Navigate to **Calendar** from the left sidebar. The calendar opens in Month view by default.
### Calendar Views
Switch between views using the view toggle buttons in the calendar header:
| View | Best For | Layout |
|---|---|---|
| **Month** | Planning and overview | Grid of days with event dots |
| **Week** | Detailed scheduling | 7-day hourly timeline (7 AM – 6 PM, auto-extends for later events) |
| **Day** | Focused time management | Single-day hour-by-hour timeline |
| **Year** | Long-term planning | 12 mini-month grid with event indicators |
| **Agenda** | Upcoming events at a glance | Chronological list grouped by day |
### Event Sources
The calendar automatically combines events from multiple sources into a single unified view:
| Source | Color | What It Shows |
|---|---|---|
| **Custom Events** | User-selected color | Meetings, calls, and manually created events |
| **Task Deadlines** | Blue (default) | Tasks with due dates from the task board |
| **Assessment Deadlines** | Status-based color | Assessment due dates from your engagements |
| **Phase Milestones** | Status-based color | LOE phase tasks and milestone dates |
**Status-based colors:**
| Status | Color |
|---|---|
| Completed / Finished | Green |
| In Progress / Scheduled | Blue |
| In Review | Orange |
| Backlog / Not Started | Gray |
### Creating a Calendar Event
1. **Click on a Date or Time Slot**
In Month view, click on a day cell. In Week or Day view, click on a specific time block. The Add Event dialog opens pre-filled with the selected date/time.
Alternatively, click the **+ New Event** button in the calendar header.
2. **Fill in Event Details**
| Field | Required | Description |
|---|---|---|
| **Title** | Yes | Event name (e.g., "Kickoff Call with Acme Corp") |
| **Responsible** | No | The person responsible for this event (select from org members) |
| **Attendees** | No | Team members invited to the event (up to 50) |
| **Start Date & Time** | Yes | When the event begins |
| **End Date & Time** | Yes | When the event ends |
| **Color** | No | Event color (blue, green, red, yellow, purple, orange, gray) |
| **Meeting Type** | No | Teams, Zoom, Google Meet, or Other |
| **Meeting Link** | No | HTTPS URL to the meeting room |
| **Notes** | No | Additional details or agenda |
| **Recurrence** | No | None, Daily, Weekly, Monthly, or Custom |
| **Recurrence End** | No | When the recurring series should stop |
3. **Save**
Click **Create**. The event appears on the calendar at the specified date and time. Recurring events expand across future dates automatically.
### Event Details
Click any event on the calendar to open the Event Details popup:
- **Title** and time range
- **Responsible user** with avatar
- **Meeting type badge** (Teams, Zoom, Google Meet)
- **Join** button — opens the meeting link in a new tab
- **Description and notes**
- **Attendee list** with avatars
- **Working hours warning** — alerts if the event falls outside 7 AM – 9 PM
- **Edit** and **Delete** buttons
### Drag and Drop Scheduling
In Month and Week views, drag events to reschedule them:
- **Month view** — drag an event from one day to another to change its date
- **Week view** — drag an event to a different day or time block to change both date and time
The calendar sends the date change to the server immediately. If the event is linked to a task, the task's dates are updated to match.
### Recurrence
Recurring events use the RFC 5545 RRULE standard. The system supports:
| Frequency | Example |
|---|---|
| **Daily** | Every day at the same time |
| **Weekly** | Every Monday at 10:00 AM |
| **Monthly** | First Tuesday of every month |
| **Custom** | User-defined interval (e.g., every 2 weeks) |
Recurring events are expanded up to **2 years** into the future, with a maximum of **100 instances** per recurring series.
### User Filtering
The calendar header includes a **user filter** dropdown. Select a specific team member to show only their events, or choose **All** to see the full team calendar.
### Working Hours
The calendar respects configurable working hours:
| Day | Default Hours |
|---|---|
| Monday – Friday | 8:00 AM – 5:00 PM |
| Saturday | 8:00 AM – 12:00 PM |
| Sunday | Off |
Non-working hours are shaded in the Week and Day views. Events scheduled outside working hours display a warning indicator.
Customize working hours in the calendar settings (gear icon in the header).
### Add events to your personal calendar
Kliper events can be pushed to your own calendar app — Apple Calendar, Outlook, or Google Calendar — so your assessment schedule lives alongside everything else.
1. **Add a single event**
Open any event and use **Add to my calendar**. The menu offers:
- **Download .ics (Outlook, Apple)** — imports into Apple Calendar, Outlook, or any calendar app
- **Open in Google Calendar** — open the event in Google's web UI
- When Google **isn't** connected: **Connect Google to add instantly**. Once connected, the menu instead shows **Add to my Google Calendar** (one-click push) and **Disconnect my calendar**.
2. **Add all your upcoming events**
Click **Add my events** on the calendar page to **download an `.ics`** of your upcoming events, ready to import into Google, Outlook, or Apple Calendar.
### Sync with Google Calendar
A workspace can connect a **Google Calendar** so Kliper events sync to it. This is an **organization-level** connection — the connected account and target calendar are shown on the calendar page to members (the per-user option is the single-event **Add to my calendar** above).
> **Note**
>
> If the Google authorization expires, Kliper detects it and prompts a **reconnect** instead of silently failing — so the sync never quietly stops working.
### Cortex AI Calendar Assistant
Open **Cortex** from the robot icon in the top navigation bar. On the calendar page it is **scoped to your calendar**, so it can answer schedule questions such as:
- "What do I have this week?"
- "Show upcoming deadlines"
- "Any scheduling conflicts?"
---
## Tasks and Calendar Integration
Tasks and calendar events are deeply linked:
| Integration | How It Works |
|---|---|
| **Tasks on Calendar** | Any task with a due date automatically appears on the calendar as an event |
| **Calendar to Task** | When you drag a task event on the calendar, the task's start and due dates update to match |
| **Meeting on Task** | Tasks can have meeting details (type, link, notes) attached — shown on the calendar event |
| **Phase Milestones** | LOE phase tasks (kickoff, onsite, draft report, etc.) appear on the calendar alongside custom events |
This means you can manage your assessment schedule entirely from the calendar view, with all task deadlines, milestone dates, and meetings visible in a single timeline.
Source: https://docs.kliper.dev/operations/tasks-and-calendar/index.mdx