Configuring Activity Calendars and Fulfillment Rules

Open Settings > Calendars. This area requires Full Access and Manage Settings.

Calendars organize and color-code activities. Scheduled events appear on the calendar grid; tasks with due dates appear in the task list.

Create or edit a calendar

Select New Calendar or open an existing calendar.
Enter its Name, choose a Color, and add Notes explaining its purpose.
Configure the options and fulfillment rules.
Select Save Calendar.

Calendar options

Active in main Calendar: makes the calendar available in the main Calendar filter.
Allow events: permits scheduled events on the calendar.
Allow tasks: permits tasks.
Require due dates: requires dates for tasks; enable tasks first.
Require user assignments: requires an assignee for activities on this calendar.

Activity Fulfillment Configuration

Expense Entry requires a new expense entry from each assigned user. Case Update requires a new update from each assigned user. Automatically mark activities complete when fulfillment is satisfied requires at least one fulfillment rule.

Retire a calendar

Turn off Active when it should stop being offered in the main calendar. Deleting a calendar permanently removes its configuration; existing activities remain but are no longer assigned to it. These activity-calendar settings do not establish two-way synchronization with an external calendar service.