Activity calendars organize and color-code work and can require specific information from the team.
Create a calendar
- Open Settings > Calendars.
- Use the new-calendar control.
- Enter a meaningful Name, choose a Color, and add optional Notes.
- Review Calendar Options.
- Configure any Activity Fulfillment requirements.
- Select Save Calendar.
- Confirm it is available in the intended activity form and main Calendar filter.
Calendar Options
- Active in main Calendar: makes the calendar active for normal calendar use.
- Allow events on this calendar: permits scheduled events.
- Allow tasks on this calendar: permits tasks.
- Require due dates for tasks: requires a task date; tasks must be enabled first.
- Require user assignments: requires an assignee for activities using the calendar.
Choose a useful purpose
For example, your organization might create a field-work calendar or a report-preparation calendar. These are suggested uses, not required built-in calendar names.
Permissions and scope
Managing calendar settings requires Full Access and Manage Settings. A calendar is an organizational grouping; it does not replace case permissions or access groups.