How to Create a Schedule Item from the Calendar

How to Create a Schedule Item from the Calendar

  1. Go to the Schedule workspace.
  2. Click on the date and/or time on the calendar that you want your Scheduled Item to be. Then choose the type of Schedule Item you want to make from the list.


  3. The Description field will be the text you see in lists of activities. Describe the Scheduled Item well enough to tell it apart from any other activity.
  4. The defaults for the For and Assign To fields are the Contact and the User, respectively.
  5. Use the For field to associate the activity with any other related Contacts. Use the Assign To field to assign the activity to a User.

      Best Practice -- For field

    • Add both the Household, and the individuals from that Household who will attend the meeting or event. This allows the record of the activity to remain attached to the individual if an event like a divorce or marriage causes an individual to move from one Household to another.


  6. Use the Location field to specify where the activity will take place.
  7. Set the Start and End Date/time for the activity. Only check the All Day box if the activity will last all day.
  8. Set the Time Zone, Reminder, Status, and Priority as needed for the activity.
  9. Use the Touches section to ensure the Service Level Manager will update the Contact appropriately for this activity.
  10. Add any additional notes about the activity in the Notes field. This is also where you will enter notes about how it went after it is over.

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