Editing, Deactivating, and Deleting Calendars

Change a calendar's configuration from Settings. Changing the calendar itself is different from editing an individual task or event.

Edit a calendar

  1. Open Settings > Calendars.
  2. Open the intended calendar for editing.
  3. Review its Name, Color, Notes, activity-type rules, required fields, and fulfillment settings.
  4. Select Save Calendar.
  5. Check the affected scheduling workflow.

Deactivate

Turn off Active in main Calendar when the calendar should no longer be active for normal use. Inactive calendars may not appear as choices in activity forms or the main filter. Review existing work before changing availability.

Delete a calendar

Use the calendar's actions menu and select Delete. Read the confirmation before choosing Delete calendar. The calendar is permanently removed.

Existing activities remain, but they lose their assignment to the deleted calendar. This does not delete the tasks or events. Review them through Activities and use No Calendar when filtering as appropriate.

Before changing rules

Consider staff using the calendar, existing activities, and required follow-up records. Changing a rule can change what users need to enter or how fulfillment is tracked. Calendar management requires Full Access and Manage Settings.