Calendar & Tasks
Plan meetings and deadlines with two-way Google Calendar sync, task boards, and automatic reminders.
The Calendar and Tasks pages under CRM keep your schedule and to-do list next to your leads — with Google Calendar sync and built-in reminders.
The CRM calendar
Open CRM → Calendar to see all events and deadlines across your CRM leads. Switch between four views — Calendar (with Month and Agenda modes), Table, Timeline, and List — and filter by Company or event Type.
Events come in five types: Meeting, Deadline, Call, Demo, and Follow-up.
Create an event
- Click Add Event (or New Event).
- Give it a title, type, and a start time — optionally an end time, all-day flag, timezone, and description.
- Pick the CRM company the event belongs to.
- Tag contacts from that company as attendees.
Tagged contacts are notified automatically through their preferred channel: WhatsApp if a number is set on the contact, otherwise email. When you edit an event and add new attendees, only the newly added contacts are notified again.
Google Calendar sync
Click Connect Google Calendar and approve access to enable two-way sync:
- Veflow → Google: events you create, update, or delete in Veflow are pushed to your Google Calendar right away.
- Google → Veflow: changes made in Google Calendar are pulled into Veflow roughly every 15 minutes.
The Sync column shows each event's state — Synced (mirrored in Google) or Local (Veflow-only). Use Disconnect Calendar to stop syncing; existing events stay in Veflow.
Tasks
Open CRM → Tasks to manage your team's to-dos. Each task has:
| Field | Values |
|---|---|
| Status | To Do, In Progress, Done |
| Priority | High, Medium (default), Low |
| Deadline | Optional date and time |
| Assignee | A teammate responsible for the task |
| Links | An optional CRM company and contact |
| Notes | Free-form details |
Tasks also appear on the Tasks tab of the linked company's profile, so anyone working the lead sees what is pending.
Deadlines become calendar events
When you give a task a deadline, Veflow automatically creates a matching Deadline event on the calendar (titled after the task). Moving or clearing the task's deadline updates or removes that event — and, if Google Calendar is connected, the change syncs there too.
Reminders
Veflow sends reminders so nothing slips:
- Daily digest — every morning around 08:00 WIB, you get an in-app notification for your events starting today (H-0) and tomorrow (H-1).
- Meeting reminders — a background sweep runs about every 15 minutes and alerts you when a meeting starts within the next 30 minutes.
- Overdue tasks — the same sweep flags tasks whose deadline has passed while they are still open.
Each event or task triggers a reminder once, so you will not be spammed by repeats.
Tips
- Keep contacts' WhatsApp numbers and preferred channels up to date — attendee notifications depend on them (see CRM overview).
- Use the Timeline view to spot crowded weeks before scheduling more demos.
- Pair the calendar with Email so meeting context and correspondence live on the same lead profile.