How do I Create a New Event?

Updated on January 29, 2018 01:26AM by Admin

In brief, being specific to a calendar day, the Events are activities that occur at a given date and time. 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

  1. Log in to your account. 
  2. Click on “Calendar” from left navigation panel. 
  3. Click on “Create Event” button to create an event.
  4. Provide the following information and click "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 about the Event. 
    • All Day Event – Event for all days
    • Billable – Billable Event or not. 
  5. You can view the created event as shown in the image below:
  6. You can view that notification in the Apptivo Newsfeed section as shown in the image below:
    event in newsfeed
  7. Now, by clicking on the Event name, you will be redirected to the Overview page of that event.

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