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

# Diary

> The SuperOffice Diary is the heart of your CRM system. These how-to guides will help you learn how to navigate in and work with the diary.

The Diary screen is the central hub of SuperOffice CRM for managing [follow-ups][1] (meetings, tasks, or calls). It consists of a calendar and a to-do list that help you stay organized and productive.

![Diary screen displaying a weekly calendar and to-do list -screenshot][img1]

The Diary combines the following key components:

* **Calendar:** Shows follow-ups scheduled for specific dates and times. It is similar to a Filofax, with separate pages for every day, week, and month.
* **To-do list:** Shows (uncompleted) activities without specific times, such as to-dos and sales.

With its flexible views, the Diary ensures seamless collaboration, allowing you to plan your day, week, or month with ease.

<h2 id="open">
  Open diary
</h2>

To open your diary, click the word **Diary** in the Navigator and select a time period from the list, or click **Today** or **This week** to move to the current day or week. Your name is displayed on the right side of the Diary header.

Follow-ups are displayed in the Diary as colored time blocks, representing their type and duration. Each block includes details such as the company, type, and agenda. Double-click a follow-up to open it.

The following symbols provide visual cues about follow-up details or actions you can take:

|                                 Symbol                                | Description                                                                                                    | Read more                                   |
| :-------------------------------------------------------------------: | -------------------------------------------------------------------------------------------------------------- | ------------------------------------------- |
| <i class="ph ph-arrows-clockwise" aria-label="Recurring follow-up" /> | This is a recurring follow-up.                                                                                 | [Schedule recurring follow-ups][8]          |
|    <i class="ph ph-user-circle" aria-label="Multiple attendees" />    | The follow-up has several attendees.                                                                           | [Invite your associates to a follow-up][11] |
|       <i class="ph ph-check" aria-label="Completed follow-up" />      | The follow-up is completed.                                                                                    | [Change Completed status of an activity][7] |
|         <i class="ph ph-bell" aria-label="Follow-up alarm" />         | The follow-up has an active alarm.                                                                             |                                             |
|    <i class="ph ph-question" aria-label="Unanswered invitations" />   | There are unanswered invitations for this follow-up.                                                           | [Status of invitations][10]                 |
|      <i class="ph ph-video-camera" aria-label="Video meeting" />      | This follow-up is a video meeting. To join the meeting, right-click the follow-up and select **Join meeting**. | [Work with video meetings][6]               |

Administrators define follow-up types, including their colors, in **Settings and maintenance**.

<h2 id="nav">
  Navigating the Diary
</h2>

You can easily move between dates or time periods in the Diary:

* Select the **Day**, **Week**, or **Month** tab to adjust the calendar's detail level. The Diary header updates to show the relevant day, week, or month for the selected view.

* Use the **Previous** and **Next** buttons (<i class="ph ph-caret-circle-left" aria-hidden="true" /><i class="ph ph-caret-circle-right" aria-hidden="true" />) to navigate forward or backward.

* To quickly jump to a specific date, week, or month:
  * Click a specific date to open the **Day** tab for that date.
  * Click a week number to display that week in the **Week** tab.
  * Click a month (available in the side panel) to switch to the **Month** tab for that month.

* Click **Today** or **This week** to return to the current day or week.

<h2 id="tabs">
  Tabs in the Diary
</h2>

The Diary offers four main calendar views. Use these tabs to switch between different perspectives:

<Tabs>
  <Tab title="Day tab">
    The **Day tab** displays a single day with hourly intervals along the left edge. This view is ideal for managing your schedule hour by hour.

    ![Diary screen, Day tab -screenshot][img2]

    Key features:

    * Easily navigate to different dates using the **Today** button or the **Previous** and **Next** buttons (<i class="ph ph-caret-circle-left" aria-hidden="true" /><i class="ph ph-caret-circle-right" aria-hidden="true" />).

    * Add or reschedule follow-ups by dragging and dropping them on the timeline.
  </Tab>

  <Tab title="Week tab">
    The **Week tab** displays one week at a time, showing days as columns and hours as rows.

    ![Diary screen, Week tab -screenshot][img3]

    Key features:

    * Quickly access a specific day by clicking the day header.
    * View overlapping follow-ups clearly within the same time block.

    <Tip>
      To change the first day of the week (Sunday or Monday), go to <i class="ph ph-user-circle" aria-hidden="true" /> **Personal settings** > **Preferences**.
    </Tip>
  </Tab>

  <Tab title="Month tab">
    The **Month tab** provides an overview of all follow-ups scheduled in a given month.

    ![Diary screen, Month tab -screenshot][img4]

    Key features:

    * Hover over follow-ups to display tooltips with additional details.
    * Click a date to drill down into the **Day tab** for more details.
  </Tab>

  <Tab title="View tab">
    The **View tab** lets you view and manage group schedules and check availability.

    ![Diary screen, View tab -screenshot][img5]

    Key features:

    * **Group views:** Combine schedules for multiple users or resources in a single view. Select a predefined group from the list (<i class="ph ph-caret-down" aria-label="Dropdown icon" />) or create and manage custom group views using the **Task** menu (<i class="ph ph-dots-three-circle-vertical" aria-hidden="true" />).

    * **Display modes:** Switch between the side-by-side view and the scheduling grid using the toggle buttons (<i class="ph ph-columns" aria-label="Columns" />/<i class="ph ph-rows" aria-label="Rows" />) in the upper-right corner.

    For detailed steps to create and manage group views, see [Group view][2].

    <Tip>
      When in a group view, you can create follow-ups for others directly in the calendar.
    </Tip>
  </Tab>
</Tabs>

At the lower left of the calendar is a field for selecting a [time zone][20], if time zones have been enabled.

<h2 id="section-tabs">
  Section tabs in the Diary screen
</h2>

The lower part of the Diary screen consists of section tabs that together make up your to-do list. These include:

* **Activities:** Acts as a to-do list, showing follow-ups that are not assigned specific times for the selected associate. See [Activities section tab][12].

* **Sales:** Provides an overview of sales progress and scheduled activities related to sales for the selected associate. It emphasizes tracking progress and managing upcoming tasks. See [Sales section tab][13].

The Diary section tabs can be displayed either below the calendar or as a fifth calendar view - the **To-do list** tab - depending on your preferences.

When displayed *below* the calendar (classic), the section tabs remain visible regardless of the selected Diary tab, allowing you to efficiently preview sales or follow-ups in the side panel while planning in the calendar. When displayed *inside* as a view (new), you conserve space for the calendar itself.

![Diary screen with the section tabs inside the To-do list view tab -screenshot][img6]

## Side panel in the Diary

The [side panel][17] is located on the right side of the Diary screen and provides quick access to additional tools like the monthly calendar, follow-up previews, or the SuperOffice Copilot.

Selecting a date, week, or month in the side panel updates the Diary view to match. Similarly, navigating through the Diary updates the side panel accordingly.

## Personal preferences

You can customize the Diary to suit your workflow:

1. Go to <i class="ph ph-user-circle" aria-hidden="true" /> **Personal settings** > **Preferences**.

2. Select **Default values** and adjust settings such as:
   * Duration and type for new meetings.
   * Title for new to-dos.
   * The maximum number of follow-ups to show in **Day** view.

3. Select **Diary** and adjust settings such as:
   * Default alarm times
   * Start and end times for all-day events
   * First day of the week (Sunday or Monday)
   * Whether to display the to-do list below the Diary or as a tab

4. Select **Functions** and adjust settings such as:
   * Show week numbers in calendars.
   * The number of days ahead to show items in the **Activities** and **Sales** section tabs.
   * Mark overdue activities.

5. Select **Visual effects** and adjust settings such as:
   * Remove completed activities.
   * Tooltips.

6. Click **Save** to apply your changes.

![Personal preferences for the Diary -screenshot][img7]

## Tips for efficiency

* Access another user's or resource's diary to check their availability or create follow-ups directly. For a combined view of multiple diaries, create a [group view][2].

* Minimize distractions by collapsing the side panel and/or the Navigator with the toggle button (<i class="ph ph-sidebar-simple" aria-hidden="true" />).

* Use the Diary to view, edit, and delete [activities][16] as needed, ensuring your schedule stays up-to-date.

* Regularly connect activities to a contact or company to maintain a clear record of your team's interactions and promote smooth collaboration.

* To preview and manage sales or activities while viewing your calendar, enable the **Display activities lists below diary** preference. This shows the section tabs below the calendar-just like in other screens-so they stay visible regardless of the selected calendar view.

* Switch between side-by-side and scheduling grid views in the **View tab** to choose the layout that best fits your planning needs.

<Tip>
  Take advantage of the **Preferences** menu to customize the Diary layout, adjust time settings, or enable features like alarms on follow-ups.
</Tip>

## Related content

* [Create or copy a follow-up (meeting, to-do)][5]
* [Schedule repeating follow-up][8]
* [Invite your associates to a follow-up][10]
* [Edit or delete follow-up][3]
* [Change the end time of follow-up][4]
* [Join video meetings][6]
* [Print follow-ups][14]
* [Add link to document, sale, project, or website][15]
* [Working with follow-ups in API][50]

[1]: ./follow-ups

[2]: ./group-view

[3]: ./edit-follow-up

[4]: ./edit-follow-up#change-end

[5]: ./create-follow-up

[6]: ./video-meetings

[7]: ./change-completed-status

[8]: ./recurrence/create

[10]: ./invitation/index#status

[11]: ./invitation/add-attendee

[12]: ../../learn/section-tabs/activities-tab

[13]: ../../learn/section-tabs/sales-tab

[14]: ../../learn/basics/print

[15]: ../../learn/basics/links

[16]: ../../learn/basics/activity

[17]: ../../learn/getting-started/main-screen/side-panel

[20]: ../../localization/learn/time-zones

[50]: ../../../en/diary/reference/index

[img1]: /media/loc/en/diary/diary.png

[img2]: /media/loc/en/diary/day-plan.png

[img3]: /media/loc/en/diary/week-plan.png

[img4]: /media/loc/en/diary/month-plan.png

[img5]: /media/loc/en/diary/view-tab.png

[img6]: /media/loc/en/diary/activities-list.png

[img7]: /media/loc/en/diary/preferences.png


## Related topics

- [Diary](/en/mobile/diary/index.md)
- [View another diary](/en/diary/learn/other-diaries.md)
- [DiaryActivity](/en/api/archive-providers/reference/diaryactivity.md)
- [DiaryAppointment](/en/api/archive-providers/reference/diaryappointment.md)
- [SaleDiary](/en/api/archive-providers/reference/salediary.md)
- [Get My Diary](/en/api/reference/restful/agent/appointment_agent/get-my-diary.md)