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How to Use the Calendar and Schedule Events in Britixo?
The built-in calendar in Britixo helps you visually manage tasks, events, deadlines, reminders, and activities across your CRM modules. It provides a centralised view of what’s happening in your business—whether it's invoice due dates, scheduled calls, project deadlines, or tasks assigned to your team.
This guide explains how to access, customise, and effectively use the calendar in Britixo.
Accessing the Calendar.
Log in to Britixo : https://britixo.com/app/login
From the left-hand sidebar, navigate to: Utilities → Calendar
You’ll now see the full-page calendar view with events colour-coded by type.
Calendar Views and Navigation.
Britixo's calendar supports multiple view options:
Month View (default) – See all events for the current month
Week View – Detailed timeline for a single week
Day View – Focus on activities for a single day
Agenda View – Linear list of events sorted by time
Use navigation arrows (← →) to move between months, weeks, or days
Click Today to jump back to the current date
Events Displayed on the Calendar
The calendar can show entries from multiple modules:
Tasks with start and due dates
Project milestones and deadlines
Client birthdays or custom events (if configured)
Contracts with end dates
Invoices and Estimates due dates
Events manually added by staff
Reminders set on modules (e.g., reminder for a client follow-up)
Support ticket deadlines (if configured with SLAs)
You can filter which modules are displayed using the legend or filter checkboxes.
Adding an Event or Reminder to the Calendar.
You can add entries to the calendar in multiple ways depending on the module:
A. Add a Task (with a Date)
Navigate to Tasks → New Task
Enter title, assign staff, and set start and due date
Once saved, the task will appear on the calendar
Go to Projects → [Select Project] → Milestones → New Milestone
Enter name and due date
Save — it will now display on the calendar
Go to any record (e.g., a Client or Lead)
Click the “Reminders” tab or icon
Click New Reminder
Select Date , assign to staff, and save
Reminders will show as alerts and also appear on the calendar.
D. Manual Calendar Event (Admin Use)
Go to Utilities → Calendar
Click any date/time on the calendar
A modal will appear to add a custom event
Enter:
Event Title
Description
Start & End Time
Staff Assignment
Save — this creates a calendar-only event (not tied to any module)
Customising the Calendar Appearance.
Toggle visibility of events using the coloured module filter on top-right
Events are colour-coded automatically by type (tasks, invoices, etc.)
Drag & drop supported: move a task to reschedule it (if permissions allow)
Tooltip on hover: shows quick event info without opening it
Staff-Specific Calendars.
Each staff member sees events assigned to them (plus shared ones)
Admins can see all staff events
For privacy, you can limit events to specific staff (when creating reminders or events)
Permissions and Access.
Only staff with access to related modules can view or add to the calendar
Reminder and Event visibility can be restricted to specific users or roles
Clients do not have access to the calendar unless configured with portal add-ons
Best Practices.
Use the calendar for team coordination and deadline visibility
Set client call reminders directly on client profiles
Review the weekly view every Monday morning for planning
Use milestones for project planning and monitor progress visually
Use colours and filters to reduce clutter and improve focus
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