Compliance Calendar
How to use the Compliance Calendar to see and manage upcoming deadlines.
Overview
The Compliance Calendar gives you a visual month-by-month view of all your upcoming compliance deadlines. Each item on the calendar represents an Occurrence — a specific filing or obligation due on that date.
How to Use the Calendar
- 1
Go to Compliance → Calendar.
- 2
The current month is shown by default.
- 3
Upcoming deadlines appear as colored events on the calendar.
- 4
Click any event to see its details — what it is, who is responsible, and its current status.
- 5
Use the navigation arrows to move forward or backward between months.
- 6
Switch between month view and list view using the view toggle.
Calendar Event Colors
| Field | Required | Description |
|---|---|---|
Blue | — | Upcoming deadline — not yet due. |
Orange | — | Due soon — within the next 7 days. |
Red | — | Overdue — past the due date without being marked complete. |
Green | — | Completed — the obligation has been fulfilled. |
Tip
Set up compliance reminders (Compliance → Reminders) to receive email or in-app notifications before each deadline. This prevents missed filings.
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