Schedule events
Set the event time and participants and review it in the calendar/list.
Menus and actions depend on your company's settings and your access. If something is missing, ask your company administrator.
Before you begin #
Know the intended participants and session time zone.
Step by step #
- Open Events and choose Add.
- Enter title, timing and required details.
- Choose participants where provided.
- Save and verify the event in the relevant date range.
- Edit the existing event for a schedule change rather than making a duplicate.
Understand the fields #
- Start/end time: the event schedule.
- Participants: invited/included users according to the supported workflow.
- Date filter: controls which events are visible.
Check the result #
Confirm timing and participants after saving.
If something goes wrong #
If an event is absent, check date range and owner/participant access. A reminder delivery is separate from successfully saving the event.
On mobile #
Open the same module from the app menu. Use the record card or its actions menu. Scroll through the form before saving so that required fields and validation messages are not missed. Your permissions still apply.