Calendar

See your daily activity from one view.

Bring dates, tasks, scheduled emails, and notes together in one calendar so everyone can see what happened, what is coming up, and what needs attention.

Dates, Tasks, Emails, and Notes

See more than just dates.

Your calendar brings together important transaction dates, assigned tasks, scheduled emails, and follow-up notes so your team can see the work that is tied to each day.

Instead of jumping between different areas of the system, you can see the moving parts of your transactions from one place.

Filter Your Calendar

Only see what matters right now.

Filter your calendar by client type, contract status, team, team member, or user so you can quickly narrow the view.

This makes it easier to focus on the transactions, people, or deadlines that need your attention.

Calendar + Your Inbox

Process emails without leaving your calendar.

Open your Gmail inbox directly from the Open To Close calendar to review messages, extract important dates, tasks, contacts, and documents, then apply them to the appropriate transaction—all without switching between applications.

Month, Week, And Day Views

Zoom in or zoom out depending on how you work.

Use month view to see the bigger picture, week view to plan ahead, and day view to focus on what needs to happen now.

Your calendar gives you the flexibility to manage your transactions at the level of detail you need.

Calendar Actions

Everything you need, right from the calendar.

Create tasks, upload documents, update important dates, add notes, schedule emails, and manage your transaction without navigating to another page.

Team Visibility

Keep everyone aligned on what is happening.

Your calendar helps your team see upcoming dates, assigned work, scheduled communication, and important transaction activity in one shared view.

That visibility reduces surprises and makes it easier for everyone to know what needs attention next.