Creating and Managing Events

Events are used to record scheduled activities that occur at a specific time or during a defined period.

Typical examples include customer meetings, internal service meetings, demonstrations, or planned follow-up sessions.

Create an event

1. Open the Events area.
2. Enter the event subject.
3. Add a description or meeting context.
4. Set the planned start date and time.
5. Set the planned end date and time.
6. Mark the event as all-day when appropriate.
7. Assign the owner.
8. Link the event to related Helpdesk records when needed.
9. Save the event.

Recurring events

Where recurrence is supported, use it only for genuinely repeating activities.

Review recurring events periodically so outdated schedules do not remain active.

Related customer work

Link the event to the appropriate ticket, contact, or company when the scheduled activity is part of a service request.

Good practices

Use accurate times and time zones. Add enough context for participants or other agents to understand the purpose of the event.