The calendar view

What this is

The calendar view is a month-by-month grid of every step in every action plan you have running, laid out the way Apple Calendar lays out a month: a day number in each cell, a small colored pill for anything due that day, and a click that opens a list, then a task, then the full plan. It is the second of two ways to look at the work in flight on the Action Plans page, the other being the Gantt timeline. Both read the exact same underlying plans, so nothing you see in one is missing from the other, they are just two different shapes for the same data: the Gantt is built for seeing a plan's steps stretched across time against each other, the calendar is built for answering "what do I need to do today, and what's coming this week."

Verinode does not create these plans out of nowhere and does not decide what you do with a day's tasks. IQ, your AI Co-COO, drafts a plan (steps, rough due dates, and draft templates) once you click Act on a decision. From there the calendar just reflects what is already sitting in that plan: a step's due date, its status, and whatever email drafts, scripts, or checklists IQ wrote to go with it. You still decide what to send, what to skip, and when a step counts as done.

Where to find it

Open Action Plans from the sidebar, which takes you to /actions. Near the top right of the filter bar, next to the search box and the Action Plans dropdown, sits a two-button toggle: a Gantt icon (three stacked horizontal bars) and a calendar icon (a grid with a header strip). Click the calendar icon to switch. The page opens to the Gantt by default; your choice does not persist between visits, so if you prefer the calendar you will pick it again next time you land on the page.

That toggle disappears while you are in Select mode (the button next to it that lets you check off several in-flight plans and cancel them at once). See canceling or abandoning a plan for how bulk cancellation works: Select swaps the whole content area for a flat checkbox list, so there is nothing to toggle between until you press Done.

Pending plans strip

Above the month grid, a Pending plans row appears whenever you have plans that do not have a due date to sit on yet. The calendar is organized entirely by date, so a plan that has not been started, or is still being drafted, has nowhere on the grid to land, this strip is where those plans stay visible instead of disappearing from the page. The header reads "Pending plans" followed by a count, for example "3 not yet scheduled."

Each entry is a small card you can click to open straight into that decision's workspace. Two kinds appear:

• Planning, marked with a copper dot: IQ is actively generating this plan right now.
• Ready, marked with a green dot: the plan is drafted with steps, but you have not pressed Start in the workspace yet. If it has steps, the card also shows the step count ("4 steps").

Each card shows the business area (Vendors, Carriers, Margin, and so on), the decision's title, and the entity it is about, if there is one. If more than six plans are pending, the strip collapses to the first six with a "+N more" button; click it to expand the whole list, and "Show less" to collapse it again.

The month grid

Header and navigation

The month name and year sit at the top left (for example "July 2026"). To the right: a left-arrow button to go to the previous month, a Today button that jumps straight back to the current month, and a right-arrow button for the next month.

Weekday row and day cells

Below that, a Sunday-through-Saturday header row, then the grid of day cells. Most months show five rows of seven days; if a sixth row would be entirely outside the current month, it is trimmed, the same way Apple Calendar collapses a short month. Days outside the current month (the tail end of last month, the start of next month filling out the grid) are dimmed.

Inside each cell:

• The day number sits at the top right. Today's date gets a filled copper circle around it; every other day is a plain number.
• Below the number, up to three colored pills stack vertically, one per plan step due that day. Each pill shows the step's title, truncated to one line if it is long.
• If more than three steps are due that day, a "+N more" line appears under the pills instead of a fourth pill.
• A completed step's pill is struck through and dimmed.

The pill's color tells you the step's status, and matches the same status coloring used across the platform's other plan surfaces:

| Status | What it means | |---|---| | Overdue | Due date has passed and the step is not marked complete. Shown in red. | | Due today | The step's due date is today. Shown in copper. | | Due tomorrow | Due date is tomorrow. Shown in blue. | | Upcoming | Due date is more than a day out. Shown in green. | | Not started | The plan has not been started yet (no plan_started_at anchor), so there is technically no due date to compare against; you should not normally see this on the grid itself, since a step without a start date has nothing to land on, but it is the status a step carries before you press Start. | | Completed | You have marked the step done. Shown in green, with the pill text struck through. |

A step's due date is not a fixed calendar date stored anywhere, it is computed each time the page loads from when you started the plan plus that step's offset in days. Practically, this means the grid always reflects "how many days out is this from when I actually kicked the plan off," even if you started the plan later than IQ first drafted it.

Clicking a day: the task list

Click anywhere on a day cell (even an empty one) to open a list of everything due that day. The panel's eyebrow shows the full date ("Wednesday, July 15, 2026"), and its title reads the count, "1 task" or "N tasks."

If nothing is due, the title reads "Nothing due" and the body reads: "No plan steps land on this day."

Otherwise, each row in the list shows:

• A small status-colored dot (dimmed if the step is complete).
• The business area, in copper, and the entity name if the decision has one.
• The step's title (struck through and dimmed if complete).
• The plan's title underneath, in muted text, so you can tell which decision this step belongs to before opening it.
• On the right, a template count if the step has any drafted templates attached ("2 templates"), and a chevron.

Click any row to open that step's detail, stacked on top of the day list. Closing the detail panel returns you to the day list rather than closing everything, so you can work through several tasks due the same day without reopening the day each time.

Opening a task: step detail and templates

The task detail panel's eyebrow shows the step's status (Overdue, Due today, Due tomorrow, Upcoming, Not started, or Completed), and its title is the step's own title. Inside:

• A meta line with the business area, the entity name if there is one, and the full due date on the right.
• The step's description, if IQ wrote one, as plain text.
• Every template attached to the step.

If the step has no templates, the panel says so plainly: "No template attached to this step. Open the full plan to add one or mark this step complete."

Templates

A template is a ready-to-use artifact IQ drafted for that step, an email, a survey, a call script, a memo, a checklist, talking points, or a playbook. Each one shows as its own card:

• A badge naming the kind (Email Draft, Survey, Call Script, Memo, Checklist, Talking Points, Playbook, or another label if IQ tagged it with something more specific), and the template's own title if it has one.
• For an email template, a preview of the To and Subject lines above the body, when either is set.
• The full body text in a read-only, scrollable box you can select and copy from directly.

Three actions sit at the top of each card:

• Copy, which copies the whole template (including the To/Subject lines, for email) to your clipboard, and briefly relabels itself "Copied" to confirm.
• Share, which opens your device's native share sheet if it has one, or falls back to Copy if it does not.
• Open in Mail, shown only on email templates, which opens your default mail app with the To, Subject, and body already filled in.

Editing a template's content, or reassigning who owns a step, happens in the full workspace, not in this panel, this card is a fast way to grab and send what IQ already wrote, not an editor.

Opening the full plan

At the bottom of the task detail panel, a footer shows the plan's title on the left and an Open Full Plan button on the right. Clicking it closes both overlays and takes you into that decision's workspace, the same slider you would reach by clicking Act on a decision anywhere else in the platform. That is where you mark steps complete, reassign an owner, ask IQ to replan a step, or close the decision out. See the structured action plan for what that panel covers, and acting on decisions for how closing a plan out (or canceling it) works.

Empty states

If you have no plans on the calendar at all, meaning no plan anywhere in your account has a started step, and no pending (Planning or Ready) plan is waiting to be scheduled, the whole page shows one message instead of a grid:

No plans on the calendar yet Action plans appear here as soon as you click Act on a decision. Each plan step lands on the day it is due.

Empty months still render the full grid rather than this message, an empty month simply shows a blank grid with no pills, since somewhere else in your account a plan does exist.

Best-practice example

Say your Action Plans page has four plans running: two started, one Ready to start, one still generating. Open the calendar. The Pending plans strip up top shows the Ready plan (green dot, step count) and the Planning one (copper dot), both waiting on you or IQ before they get a date. Below, this week's column shows a red Overdue pill on Monday (a supplement follow-up email you never sent) and a copper Due today pill on Thursday. Click Monday first, work the overdue task down (open its email template, hit Open in Mail, send it, then go mark it done in the full plan), then click Thursday and do the same for today's step. That is the calendar working as intended: a place to see what slipped and what's due, without opening every decision one at a time to check.

Data sources