How do I create an event in a Project with Project Information?

Updated on September 4, 2020 03:31AM by Admin

Apptivo’s Projects App allows you to create an event with the values present in the project fields. The mapping option allows users to create an event with the selected attributes from the Projects App. This ensures that the events will have customized data depending on the projects.

Note: This feature is available in the Ultimate and Enterprise plans of Apptivo.

Steps to map the attributes of Projects with Events

  • Log into your Apptivo account and navigate to the Projects App. Select Settings from the App Header.
Projects App

  • In the Settings page, go to Collaboration. Here, scroll down to Calendar.

  • Enable Map and set your own pre-defined values while creating Calendar toggle. Now, select Mapping.
Enabled Toggle

  • You will be redirected to Projects→ Calendar Mapping Fields. Here, map the required fields. Here, the Title and Notes fields of Calendar is mapped with Name and Description of projects.

  • Save the changes. Now, create a new project or open an existing project in the Projects App.

  • Switch to the Calendar tab and select Create.
  • The Create Event window will have the values mapped in the configured fields.
Create Event