Create an activity from the calendar when you are planning work by date.
Add the activity
- On the main Calendar, select Add Activity, or select a day and choose New Task or New Event where offered.
- Select the correct case if prompted.
- Enter a clear Title and any instructions in Description.
- Confirm whether Make this an event is on or off.
- Select an eligible user under Assigned To.
- Choose an activity Calendar if the work belongs in a named group.
- For a task, enter a Due Date when needed. For an event, enter Start Date, Start Time, End Date, and End Time, plus an address if appropriate.
- Choose a Reminder or No reminder.
- Select Add Activity and verify the result.
Confirm where it appears
An event appears on the grid. A dated task appears in the Tasks panel. Check the current filters when verifying the saved activity.
Calendar requirements
The selected calendar may require an assignee, require a task due date, or allow only tasks or only events. Resolve the form's message before saving.
Service and costs
Tasks can have an optional Service for billing and budget context. Events do not use that field; document the completed work in an update and record time and expenses through the appropriate workflow.