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Add to Calendar

  • Title: This should be a concise title for the calendar item
  • Deadline / Due Date & Production Date: A due date is required in order to save a new calendar item. Production date is optional. If both dates are selected, they will both reflect on the calendar.
  • Status: A calendar item is either open or completed.
  • Details: Optional field. This is a great area to define the calendar item
  • Priority / Department / Stage: These are optional, but important options. You can define your own Priority / Department / Stage options at the Settings area in Business Tools.
  • Associated Contact: You can either add a new contact, or search and add an existing contact. This is an optional setting.
  • Notes: This will allow you to manage notes in a centralized area. The logged in  admin's name will display along with the date.
  • Save & Add Attachments: Once you save your calendar item, you can upload attachments
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Example of complete calendar item

Example of complete calendar item

Calendar attachments

When you hover you mouse over an attachment you will notice four options.

  • Download
  • Preview
  • Color background
  • Delete
Calendar attachments