How do I Create a New Event?

Updated on May 29, 2020 02:35AM by Admin

Every event you create within an object record will get reflected in the Calendar and My agenda, helping you to access it from one central place. You can create events from both the Agenda and Calendar tabs.

Steps to Create New Events

  • Log in to your account. Click on Calendar from the left navigation panel.
Home Page
  • Select Create Event button to create an event.
Create Event
  • Provide the following information and select the "Create" button to complete.
    • Title – Title or Name of the appointment.
    • Location – at which location event is going to be held.
    • Start Date – Start date.
    • End Date – End date.
    • Attendees – Attendees of the appointment such as employees and contacts.
    • Associated with – Events associated objects such as contacts, customers, leads, etc.
    • Notes – Relevant description of the Event.
    • All Day Event – Event for all days.
    • Billable – Billable Event or not.
Create Event
  • You can view the created event as shown in the image below:
Event Created
  • You can also view that notification in the Apptivo News Feed section.

News Feed
  • Now, by clicking on the Event name, you will be redirected to the Overview page of that event.
View event from News Feed

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