There are two different ways to view the tasks on the Day Planner: PRs+Hrs and Calendar:
Note: The Calendar view does not include Progress Reports (PRs).
At the top of the Day Planner list, there are three drop-downs that can be used to sort and display tasks.
Show tasks for Everyone or for a specific user:
Important Note: The To-Dos that you see on the Day Planner are the ones created by you (whether they are assigned to yourself or somebody else), the ones assigned to you by other people, and the ones created on a case where you are Referred VRC or Lead VRC. You cannot see ALL To-Dos for everybody in your firm if you have the show "Everyone" selected from the drop down.
If you select Everyone or your name from the Show drop-down, even if you refresh Gardiant, the name selection will be saved. If you select any other name, once you refresh Gardiant, the selection will default to Everyone.
Show tasks for Today, Next 7 days, Next 14 days or Next 30 days:
Sort by Newest First or Oldest First: