Agenda View
Review upcoming dated tasks and Apple Calendar events in a focused list with time ranges, filters, quick actions, and pagination.
Agenda View is the Calendar's most readable way to scan what is coming up. It gathers dated tasks and Apple Calendar events into one list, then groups them by when they need attention: overdue, today, tomorrow, this week, this month, and later.
Use Agenda View when you want a fast planning pass without arranging work on a month, week, or day schedule. It is especially useful at the start of the day, during weekly review, or when you want to check all dated work in the active Space.
Start here for review
Agenda View is the best first stop when you want to read what is coming up before deciding whether anything needs to move.
What you can do
Review upcoming work
see incomplete tasks that have a start date or due date
Choose a time range
switch between Today, Week, Month, and All
Search the agenda
find a task or event by name or description, narrowed within the current range
See Apple Calendar events
on macOS, events appear when Apple Calendar integration is enabled for the active Space
Filter the list
narrow the agenda by status, priority, tags, content type, recurring tasks, completed tasks, archived project tasks, and Apple Calendar events
Read date urgency at a glance
every task date is colour-coded by how soon it lands so the most pressing items stand out
Open quick task actions
click a task to select it and use the available task actions
Click the task name
open the task's detail page in one click
Quick reschedule
Use right-click actions
open, edit, mark done, duplicate, delete, schedule, reschedule, or start Focus Mode when the task is eligible
Convert Apple Calendar events
See linked CRM contacts and companies
CRM tasks show their linked contacts and companies inline on the card with one-click jump to the contact or company detail page
Move through long lists
use pagination controls when the agenda has more items than the current page shows
Use keyboard shortcuts
1 to switch to Agenda View from the Calendar pageHow to open Agenda View
- Calendar page: Open Calendar, then choose Agenda from the view controls.
- Keyboard shortcut: Open Calendar, then press
1. You can also use the plain left and right arrow keys to move through Calendar views. - Today shortcut: While Agenda View is open, click Today or press
Tto return the agenda range to Today. - Command palette: Press ⌘+K (or Ctrl+K) and search for Calendar, then choose Agenda after the Calendar opens.
Choosing a time range
Agenda View has four time ranges:
| Range | What it shows |
|---|---|
| Today | Tasks and events dated for today, plus any overdue tasks |
| Week | Tasks and events dated within the next seven days, plus any overdue tasks |
| Month | Tasks and events dated within the next thirty days, plus any overdue tasks |
| All | All incomplete dated tasks and available Apple Calendar events |
Overdue tasks always appear regardless of the selected range, so a task that slipped past its due date does not disappear when you narrow your view to Today.
The selected range is remembered for the active Space, along with the current Calendar view and filters.
Range and filters are remembered
Agenda View keeps its range and Calendar filters for the active Space, so another Space can have a different agenda setup.
Searching the agenda
The Agenda banner at the top of the view has a search input. Type any text to narrow the agenda to tasks and events whose name or description matches.
- The search applies on top of the current time range, so a search in Today only shows matches dated for today, while the same search in All matches across every dated item in the active Space.
- The search updates as you type. Use the clear button (or press
Esc) to reset. - When a search returns no results, the agenda shows a dedicated "No matches" state with a clear-search shortcut so you can recover quickly.
Find a task without remembering its date
If you know the task name but not when it is due, switch the range to All and search. Every dated task in the active Space becomes searchable in a single list.
Quick reschedule
Right-click any task in the agenda and choose Reschedule to… to push it to a new date in one click. The shortcut menu offers:
- Later today - moves the task three hours forward
- Tomorrow - moves the task to tomorrow at 9 AM
- This weekend - moves the task to Saturday at 9 AM
- Next week - moves the task to next Monday at 9 AM
- In 2 weeks - moves the task forward by fourteen days
For a custom date, choose Pick a date… at the bottom of the menu and the date picker opens with the task's current date and recurrence rule pre-filled. Confirmation toasts let you know the date applied.
The same right-click menu also includes Schedule (when the task has no date yet), Edit Task for full edits, and Open Task to jump straight to the task detail page. See Right-Click Context Menu.
Reschedule replaces the four-click flow
You no longer have to open the edit modal just to bump a task to tomorrow. Right-click, pick a shortcut, done.
What appears in Agenda View
Agenda View shows incomplete tasks that have either a start date or a due date. If a task has both, the agenda uses the start date as the point where the task enters your schedule, while still showing the full date range on the task.
Completed tasks are left out of the agenda list. If you need to review completed work, use the Tasks page or adjust your task filters in the relevant task view. See Tasks Overview.
Apple Calendar events appear when Apple Calendar integration is available on macOS, enabled in Settings → Integrations, and allowed for the active Space. Events linked to PrimeTask tasks are not shown twice.
Completed tasks leave Agenda
Marking a task complete removes it from Agenda View because the view is focused on incomplete dated work.
Working with tasks
Click a task to select it and open the quick task actions. From there, you can change status or priority, open the task details, add a subtask, or delete the task.
Click the task name at the top of the card to jump straight to the task detail page in a single click. Hover the title to confirm it is clickable.
Right-click a task for more actions. The available actions include opening the task, copying a link when external integrations are enabled, editing task details, editing notes, the Reschedule to… shortcut menu, marking the task done, duplicating it, deleting it, and starting Focus Mode when the task is scheduled for today or overdue. See Right-Click Context Menu and Focus Mode from Calendar.
Agenda tasks show useful context from the task itself: status, priority, a description preview when the task has notes, date information, recurring status, checklist progress, subtask progress, tags, assignees, and rich content such as YouTube videos, images, X posts, and links. CRM tasks also show their linked contacts and companies with one-click jump to the contact or company detail page.
Two paths into the task
click the title for the detail page, or click anywhere else on the card to select it and use the toolbar / right-click for quick actions.
Date urgency at a glance
Every task date in the agenda is colour-coded by how soon it lands so the most pressing items stand out without reading every row:
| Tier | Meaning |
|---|---|
| Overdue | Due date has passed and the task is not complete |
| Today | Due today |
| Soon | Due within the next three days |
| Future | Due four or more days from now, or no date set |
Tasks already in flight (the start date has passed but the due date has not) lift one tier hotter than their proximity alone would suggest, so a task you are actively working on never reads as far-future even when its due date is still days away.
Completed tasks never read as overdue, so ticking a task off in place removes the rose colour immediately.
Same colour scheme as the Project Tasks tab
date colours are consistent across the Agenda and the Project Tasks tab. Once your eye learns the four tiers, every list in PrimeTask reads the same way.
Working with Apple Calendar events
Apple Calendar events appear alongside PrimeTask tasks when the integration is enabled on macOS. Right-click an event to convert it into a PrimeTask task.
When you convert an event, PrimeTask creates a task using the event's title and timing. For timed events, the task keeps the start and end time. For all-day events, the task is created as an all-day task. You can choose whether to keep the original Apple Calendar event or remove it during conversion.
Apple Calendar events stay separate
Events are not PrimeTask tasks until you convert them.
To configure Apple Calendar, open Settings → Integrations. See Apple Calendar Integration and Integrations Settings.
Filtering the agenda
The Calendar filters apply to Agenda View. Use them to narrow the list by:
- Status
- Priority
- Tags
- Content type - YouTube videos, images, X posts, or links
- Completed tasks - hide completed tasks from the Calendar
- Archived project tasks - hide tasks that belong to archived projects
- Recurring tasks - show only recurring tasks, hide recurring tasks, or show all tasks
- Apple Calendar events - show or hide events from Apple Calendar
Filters are saved for the active Space. Switching Spaces can restore a different Calendar view, agenda range, and filter set. See Calendar Filters.
Use filters before switching views
If Agenda has too much in it, narrow the list with Calendar filters first. The same filters carry into the other Calendar views.
Things worth knowing
Agenda is the default Calendar view
The Calendar opens in Agenda View unless you have already chosen another Calendar view for the active Space. This makes Agenda a good starting point for checking what needs attention before moving into Month, Week, Day, or Day Planner.
Agenda is for review, not drag scheduling
Agenda View is designed for scanning and acting on dated work. To drag tasks onto specific dates or times, switch to Month, Week, Day, or Day Planner. See Calendar Overview and Day Planner View.
Tasks need dates to appear
A task needs a start date or due date to appear in Agenda View. Tasks without dates remain available in the Tasks page, but they do not appear in the Calendar agenda.
The list is Space-specific
Agenda View follows the active Space. If you switch Spaces, PrimeTask loads that Space's dated tasks, Calendar preferences, and available Apple Calendar events.
Focus Mode follows the Today and Overdue rule
You can start Focus Mode from Agenda View only for tasks scheduled for today or overdue. Future tasks need to be rescheduled before they can be started from the Calendar. See Focus Mode from Calendar.
Common questions
"Why is a task missing from Agenda View?"
Check whether the task has a start date or due date. Agenda View only shows dated tasks. Also check your Calendar filters, especially status, priority, tags, recurring task mode, and archived project tasks.
"Why did a task leave the agenda after I marked it done?"
Agenda View is focused on incomplete dated work. Completed tasks are removed from the agenda so the list stays focused on what still needs attention.
"Can I drag tasks in Agenda View?"
No. Agenda View is for review and quick actions. Use Month, Week, Day, or Day Planner when you want to reschedule by dragging.
"Can I see Apple Calendar events in Agenda View?"
Yes, on macOS, when Apple Calendar integration is enabled and available for the active Space. Open Settings → Integrations to configure it.
"What does All show?"
All shows every incomplete dated task in the active Space, plus available Apple Calendar events. Use filters if the list becomes too broad.
"How do I open the full task details?"
Click the task name at the top of the card to jump straight to the task detail page. You can also right-click the task and choose Open Task, or click the rest of the card to select it and use the toolbar.
"How do I quickly change a task's date without opening the modal?"
Right-click the task and choose Reschedule to…. The shortcut menu offers Later today, Tomorrow, This weekend, Next week, and In 2 weeks. For a custom date, choose Pick a date… at the bottom of the menu.
"I cannot remember when a task is due, how do I find it?"
Switch the time range to All and use the search input in the agenda banner. Every dated task in the active Space becomes searchable in one list.
"What do the date colours mean?"
Dates are colour-coded by urgency: overdue, today, soon (within three days), and future (four or more days out). The same scheme is used on the Project Tasks tab so the colours mean the same thing everywhere.
Where to go next
| If you want to… | Read this |
|---|---|
| Understand the full Calendar page | Calendar Overview |
| Plan a day with time blocks | Day Planner View |
| Use task and event right-click actions | Right-Click Context Menu |
| Start Focus Mode from Calendar tasks | Focus Mode from Calendar |
| Filter the Calendar | Calendar Filters |
| Learn how tasks appear on calendars | Task Calendar View |
| Create tasks with dates | Creating Tasks |
| Set up recurring tasks | Recurring Tasks |
| Configure Apple Calendar | Apple Calendar Integration |
| Configure integration settings | Integrations Settings |
| See Calendar keyboard shortcuts | Keyboard Shortcuts |