CRM Calendar - Manage Tasks & Appointments from the Calendar

What Is the Calendar?

The Calendar provides a centralized view of all scheduled tasks and appointments.

It allows you to create, view, and manage tasks and appointments based on their scheduled date and time.

Calendar Views

Navigate to Calendar.

The Calendar provides three viewing options:

Month View
Week View
Day View

Day View displays tasks and appointments based on their scheduled time during a specific day.

Week View displays tasks and appointments scheduled throughout the week.

Month View displays all scheduled tasks and appointments within the selected month.

Create a Task

Click Add Task.

The Add Task window will appear.

Select the lead.
Enter the task title.
Select the task type.
Select the task date and time.
Configure the reminder settings.
Enable Repeat Event if required.
Select the repeat schedule, such as Daily, Weekly, Monthly, or Yearly.
Specify when the recurring task should end.
Click Save.

The task will be created successfully and displayed on the Calendar.

Create an Appointment

Click Add Appointment.

The Add Appointment window will appear.

Select the lead.
Enter the appointment title.
Enter a description.
Specify the location.
Select the appointment date.
Select the start time.
Select the end time.
Configure the reminder settings.
Click Save.

The appointment will be created successfully and displayed on the Calendar.

View Calendar Items

Locate the task or appointment using its scheduled date and time.

Click the task or appointment.

The details will be displayed.

You can view information such as:

Title
Description
Date and Time
Status

Manage Tasks

Open the desired task from the Calendar.

You can perform the following actions:

Mark as Complete
Edit
Delete

Mark as Complete

Click Mark as Complete.

The task status will be updated to Completed.

Note: The Mark as Complete option is only available for overdue tasks. Tasks that have not yet reached their scheduled date and time cannot be marked as complete.

Edit a Task

Click Edit.

Make the required changes.

Click Save.

Delete a Task

Click Delete.

Confirm the deletion.

The task will be removed successfully.

Manage Appointments

Open the desired appointment from the Calendar.

You can perform the following actions:

Edit
Delete

Appointments do not include a Mark as Complete option.

Edit an Appointment

Click Edit.

Make the required changes.

Click Save.

Delete an Appointment

Click Delete.

Confirm the deletion.

The appointment will be removed successfully.

You have successfully learned how to use the Calendar in AgentRoof CRM.