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Create an event

Adding a meeting, site visit, or internal review to the calendar.

Steps#

  1. Open the calendar

    From the navigation, go to Calendar. The default view is the current week.

  2. Pick the slot

    Click an empty slot at the day and time you want. The new-event dialog opens with the start time pre-filled.

  3. Fill in the basics

    Title, optional description, end time (or tick the all-day option), event type, and location.

  4. Add attendees

    Add internal employees, clients, or both. Each starts with status Pending.

  5. Save

    On save, the event appears on the calendar of every attendee set to be visible.

Linking to a project#

If the event relates to a specific project, set the project field. The event is then linked to that project and shows on the project detail page as well.

Linking is optional — a team training, an internal review, or a holiday can stand on its own with no project.

Attendee flow#

Each attendee starts as Pending. As they respond, their status moves to Confirmed or Declined. The status is independent per attendee — declining for yourself doesn't cancel the event for everyone else.

If a client is an attendee and the event is set to be visible to them, they receive an email notification when the event is created.