Using the in-case Calendar

The Calendar tab on a Case is a time-shaped view of that Case's Operations. Instead of scrolling a list, you see your work laid out by day, week, or month, color-cued by status and easy to drag or click into. It is the right view when you are planning a week of surveillance, slotting in interviews around a court date, or looking for a free window on a busy Case.

What appears on the calendar

The Calendar shows every Operation on the Case that has a scheduled date, including Operations whose status has not advanced yet. Each item is rendered with its title, type, and status — the same fields described in Operation types and statuses. Operations without a date do not appear on the calendar at all; you will find them in the Operations list instead.

Comments, Notes, and Evidence do not appear on the calendar. The Calendar is strictly a scheduling surface for Operations.

Views

The Calendar typically supports day, week, and month views. The view you choose controls how much detail you can see per Operation:

• Month — best for a quick read on density and gaps. Operations show as compact bars.
• Week — best for planning. You see start times and durations more clearly.
• Day — best for execution. Short Operations and back-to-back work are easier to read.

Creating and rescheduling

Clicking an empty slot opens the Create Operation flow with the date prefilled. Clicking an existing Operation opens its detail panel where you can change the date, time, or duration. Drag-and-drop on supported views moves the Operation to a new slot. Any reschedule is logged automatically; see Comments and activity on an Operation for what gets recorded.

Status, color, and at-a-glance reading

Operations on the calendar use the same status badges they do everywhere else — Upcoming, In progress, Completed, Pending, Cancelled. Color is consistent with the rest of the dashboard so the calendar reads the same as the Operations list once you have learned the palette.

Operators on the calendar

If multiple Operators are assigned to an Operation, the calendar entry shows that. Filtering by Operator is a fast way to see one teammate's load on a Case without leaving the Case. To add or change an Operator, see Assigning Operators to Operations.

What Clients see

Clients do not see the in-case Calendar. They see the Operations you have shared with them in the Case detail view they are entitled to. The Calendar is an investigator workspace. To choose which Operations a Client sees in the first place, see Controlling what Clients see on Operations.

When to use the in-case Calendar vs the global view

• Use the in-case Calendar when you are working in or planning one Case.
• Use the global Cases calendar when you need to see Operations across every Case at once — for capacity planning, conflict checks, or knowing whether you have any free time tomorrow at all. See Using the global Cases calendar and Kanban.

Practical tips

• Schedule realistic durations, not optimistic ones. The calendar is most useful when it reflects how long the work actually takes.
• Drop a Pending placeholder when you know an Operation is coming but cannot lock the date. It keeps the slot visible without committing to a time.
• If a single day's calendar feels overstuffed, look at whether one entry should be split into two Operations — for example, an interview and the document review that follows it. Splitting also makes time tracking and Evidence organization cleaner.