Introduction: Greetings, everyone! Tony Holowitz here, and today I’m excited to show you how to make the most of the calendar and task list in ACT Premium Cloud. Managing your scheduled activities efficiently is crucial for staying organized and on top of your tasks. Let’s dive in!

1. Using the Calendar: In ACT Premium Cloud, you can access the calendar by clicking on the “Calendar” option in the upper toolbar. The calendar provides an overview of your scheduled activities and events for contacts in ACT. You can choose to view the calendar in daily, workweek, weekly, or monthly formats.

• To narrow down your view, you can select specific users from the database and filter activities based on their types and priorities.

2. Customizing the Task List: The task list in ACT Premium Cloud displays your scheduled activities in a list format. This provides a convenient way to organize and prioritize your tasks. Tony Holowitz emphasizes the benefits of customizing the task list to suit your preferences.

• You can sort the task list by clicking on the column headings, such as “Type,” “Time,” or “Priority.” Clicking on a heading will sort the items based on that specific criterion. To reverse the sort order, click the heading again.

3. Tony Holowitz’s Approach to Using the Calendar and Task List: Tony shares his personal approach to managing the calendar and task list effectively. He likes to keep it simple and focuses on two main activity types: phone calls and meetings.

• On the task list, Tony customizes the view to display only phone calls. He accomplishes this by filtering the task list to show “Call” activities and hiding other types.
• Conversely, on the calendar, Tony customizes the view to display only meetings. He filters the calendar to show “Meeting” activities and hides other types.

4. The Benefits of Customization: Tony Holowitz explains how his approach helps him stay organized and focused. By separating phone calls and meetings on the task list and calendar, he can quickly identify and prioritize his activities.

• The streamlined task list helps him know exactly whom he needs to call and what needs to be done.
• The focused calendar view ensures he doesn’t miss any important meetings or appointments.

Conclusion: Utilizing the calendar and task list in ACT Premium Cloud efficiently is crucial for effective time management and staying on top of your scheduled activities. By following Tony Holowitz’s advice and customizing your views, you can simplify your workflow and ensure you never miss a call or meeting. Embrace these strategies to enhance your productivity and make the most of ACT Premium Cloud.