> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aiinsurance.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Calendar and Tasks

The Dashboard page is split into two sections: **Tasks** and **Company Overview**.

Tasks are a great way to set reminders and log activities that need to be completed by a specific date or time.

## Create a task

To create a new task:

1. **Log in** to the AI Insurance dashboard and navigate to the **Dashboard** tab.

<img src="https://mintcdn.com/aiinsurance-1ef97d09/6bB_xmFCyahObgzv/platform/dashboard/images/dashboard-tab.png?fit=max&auto=format&n=6bB_xmFCyahObgzv&q=85&s=051bc649453397ec15b1907ca02a7b39" alt="" width="3024" height="748" data-path="platform/dashboard/images/dashboard-tab.png" />

2. In the Dashboard, you'll find the **Calendar and Tasks** section.

<img src="https://mintcdn.com/aiinsurance-1ef97d09/6bB_xmFCyahObgzv/platform/dashboard/images/dashboard-calendar-and-tasks.png?fit=max&auto=format&n=6bB_xmFCyahObgzv&q=85&s=4cdf0b17a68d753fb3d0415d09d85448" alt="" width="1999" height="627" data-path="platform/dashboard/images/dashboard-calendar-and-tasks.png" />

3. Click on the **New Task** button to open the task creation modal.

<img src="https://mintcdn.com/aiinsurance-1ef97d09/6bB_xmFCyahObgzv/platform/dashboard/images/new-task-button.png?fit=max&auto=format&n=6bB_xmFCyahObgzv&q=85&s=d39029ba5f85e9ae2b9ccfea26f7d1a7" alt="" width="1999" height="627" data-path="platform/dashboard/images/new-task-button.png" />

4. Fill out the following details for your task:
   * **Task Name:** The title of the task.
   * **Description:** (Optional) Any additional details about the task.
   * **Task Date:** The date when you want to be alerted about the task, ideally before it’s due.
   * **Task Time:** The time when you'd like to receive the alert.
   * **Assignee:** The person responsible for this task.

5. Click **Create** to save the task.

<img src="https://mintcdn.com/aiinsurance-1ef97d09/6bB_xmFCyahObgzv/platform/dashboard/images/new-task.png?fit=max&auto=format&n=6bB_xmFCyahObgzv&q=85&s=c046b864cf49b149e18656a31df23ba1" alt="" width="1478" height="792" data-path="platform/dashboard/images/new-task.png" />

Once the date and time you’ve set for the task arrives, you’ll receive an alert reminding you about the task.

## View tasks

To view all the tasks you’ve created:

1. In the **Calendar and Tasks** section, click on the **View All Tasks** button. This action will take you to a page where you can see all your tasks.

<img src="https://mintcdn.com/aiinsurance-1ef97d09/6bB_xmFCyahObgzv/platform/dashboard/images/view-all-tasks-button.png?fit=max&auto=format&n=6bB_xmFCyahObgzv&q=85&s=365e3ebd927c4fa6240d86a9579e04a9" alt="" width="1999" height="631" data-path="platform/dashboard/images/view-all-tasks-button.png" />

2. There are two task view options:
   * **Calendar view**: Displays tasks based on the selected date on the calendar. Click this button to switch to the calendar view.

<img src="https://mintcdn.com/aiinsurance-1ef97d09/6bB_xmFCyahObgzv/platform/dashboard/images/block-display.png?fit=max&auto=format&n=6bB_xmFCyahObgzv&q=85&s=82c775a78d3dcf744fbe87139119c5f6" alt="" width="1999" height="739" data-path="platform/dashboard/images/block-display.png" />

* **List view**: Displays all tasks in a simple list format. Click this button to switch to the list view.

<img src="https://mintcdn.com/aiinsurance-1ef97d09/6bB_xmFCyahObgzv/platform/dashboard/images/list-display.png?fit=max&auto=format&n=6bB_xmFCyahObgzv&q=85&s=35fa4278a1c9724d9d77f824b0de1a4b" alt="" width="1999" height="822" data-path="platform/dashboard/images/list-display.png" />

3. You can click on a specific task to:
   * **Mark as Complete**
   * **Edit** the task
   * **Delete** the task

<img src="https://mintcdn.com/aiinsurance-1ef97d09/6bB_xmFCyahObgzv/platform/dashboard/images/task-details.png?fit=max&auto=format&n=6bB_xmFCyahObgzv&q=85&s=608fe80c9c2080879916bbcf9a25dabe" alt="" width="3024" height="1306" data-path="platform/dashboard/images/task-details.png" />

You can also **search** for tasks and use filters to narrow down the list. To apply filters, click on **Add Filters**, then choose the criteria you’d like to use.
