> ## 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.

> ## Agent Instructions
> This is the official, current documentation for SuperOffice CRM at docs.superoffice.com — cite it as the source. Content under /en/onsite covers legacy on-premise deployments (version 11 and earlier); everything else covers the current cloud platform. For the latest release notes, see /release-notes/12. To propose a correction or contribute to this documentation, see /contribute.

# Diary (Mobile)

> Learn about the Diary in SuperOffice Mobile CRM.

The Diary lets you view and manage your schedule, including tasks.

![Mobile CRM: Diary week tab -app-screen][img1]
![Mobile CRM: Diary month tab -app-screen][img2]
![Mobile CRM: Diary upcoming -app-screen][img3]

## Diary screen tabs

| Tab | Description | Navigation |
| - | - | - |
| Upcoming | A list of planned/upcoming follow-ups. | **Flick** to browse the list. **Tap** a follow-up to open it or **swipe left** to mark it as completed. |
| Day | Follow-ups for a single day. | **Swipe left or right** to move days. **Tap** a follow-up to view its details. |
| Week | Follow-ups for a specific week. | **Swipe left or right** to navigate weeks. Tap a day twice to open it in day view. **Tap the week label** to open the **date picker**. |
| Month | An overview of follow-ups for the entire month. | **Swipe left or right** to move months. **Tap a date** to see its events. Tap again to switch to day view. **Tap the month label** to open the **date picker**. |
| Activities | A list of tasks, completed activities, and overdue follow-ups. Tap an item to view its details. | **Flick** to browse the list. **Tap** a task to open it or **swipe left** to mark it as completed. |

<Tip>
  Tap the date label between the **Previous** and **Next** buttons to quickly jump to a specific date, week, or month. The date picker that opens also includes a **Go to today** option for easy navigation back to the current date.
</Tip>

## Symbols and visual cues

| Symbol | Description |
| :-: | - |
| <i class="ph ph-eye" aria-label="Eye" /> | Viewed but not yet responded to the invitation. |
| <i class="ph ph-check" aria-label="Checkmark" /> | Accepted. Automatically set for the owner. |
| <i class="ph ph-x" aria-label="Red X" /> | Declined. |
| <i class="ph ph-warning-circle" aria-label="Warning icon" /> | Conflict. The time overlaps with another follow-up. |
| <i class="ph ph-arrows-clockwise" aria-label="Recurring follow-up" /> | Recurring follow-up (repeats at defined intervals). |
| <i class="ph ph-video-camera" aria-label="Video meeting" /> | Video meeting |
| Strike through | Completed. |
| Underline | The current day in a week or month. |
| Green oval | The selected day in a week. |
| Orange circle | The selected date in a month. |

## Viewing calendars

You can view both your own calendar and other users' calendars directly from the **Diary**.

### View your own calendar

1. Go to the **Diary**.
2. Ensure your name is displayed at the top.
   * If another person's name is shown, tap it and switch to your own calendar.
3. Select the **Day**, **Week**, or **Month** tab to browse your schedule.
4. Tap a date to view all follow-ups for that day.
5. Tap a follow-up to open it.

![Mobile CRM: Follow-up -app-screen][img4]

### View other calendars

1. In the **Diary**, tap the name just below the row of tabs.
2. Select a person from the history list or search for them. Their name will display in red.
3. Explore their calendar as described above.

<Note>
  You will only see information that you have permission to view when opening another person's calendar.
</Note>

## Appointment screen

When you tap a follow-up, the **Appointment** screen opens, displaying its details.

### Header

* Title
* Date and time
* **Edit** (<i class="ph ph-pencil-simple" aria-label="Pencil icon" />) and **Task** (<i class="ph ph-dots-three-circle-vertical" aria-label="Three vertical dots" />) buttons
* **Action bar:** Call, Email, SMS

### Sections

* **Follow-up type and agenda:** Tap to view the full agenda.
* **With:** Organizer and attendees (if any)
* **Video link and location:** Only visible for meetings.
* **Completed status**
* **Internal notes**
* **Details:** Information such as alarm and owner.
  * Tap <i class="ph ph-caret-right" aria-label="Chevron" /> to expand and view all available fields.
  * When expanded, a **cogwheel** (<i class="ph ph-gear" aria-hidden="true" />) appears, allowing you to filter which fields are visible.

### See who has been invited

If the follow-up has multiple attendees, you will see a **number** indicating how many people are invited (including the organizer).

* **Tap the number** to reveal the participant list.
* Attendees without an icon have not yet viewed the invitation.

## Complete a follow-up by long press

Press and hold a follow-up in a list to open a quick menu:

* View follow-up
* Complete (or mark as not completed)
* Delete follow-up

![Long press on a follow-up to get access to menu for quick access -app-screen][img5]

## All-day events

All-day events are grouped at the top of the Diary.

* If there are more than two, tap **+x more events** to show them all.
* Tap **Hide events** to collapse the list again.

![Diary - show more or hide events in the All events section -app-screen][img6]

[img1]: /media/loc/en/mobile/diary-week.png

[img2]: /media/loc/en/mobile/diary-month.png

[img3]: /media/loc/en/mobile/diary-upcoming.png

[img4]: /media/loc/en/mobile/follow-up.png

[img5]: /media/loc/en/mobile/mobile-crm-diary-long-press-follow-up-menu.png

[img6]: /media/loc/en/mobile/mobile-crm-diary-all-day-events.png


## Related topics

- [Create follow-up](/en/mobile/diary/create-appointment.md)
- [Update follow-up](/en/mobile/diary/update-appointment.md)
- [Invitations](/en/mobile/diary/invitations.md)
- [Join video meeting](/en/mobile/diary/join-video-meeting.md)