Editing, Rescheduling, and Removing Calendar Activities

Calendar items are activity records. Changes to the activity affect its CaseWyze calendar placement.

Edit or reschedule

  1. Open the event or task from the calendar or Activities list.
  2. Choose Edit where available.
  3. Update the dates, times, assignee, calendar, instructions, or reminder.
  4. Select Update Activity.
  5. Review the saved schedule and calendar placement.

Drag an event to another date

Users with Edit Activities can drag an event to another date when the case permits editing. Review the resulting start and end dates, particularly for overnight or multi-day work. To make a precise time change, open the edit form.

Complete or reopen

Use the activity's Complete or Reopen controls when you have Modify Activity Status. A status filter may hide an item after completion. Completion is separate from writing an update or recording billable work.

Delete an activity

Use its Delete action only when removal is intended and you have Delete Activities. Review the confirmation and the case context before proceeding. For work that will not proceed but should remain in the record, review whether Cancelled is the appropriate status.

External copies

Changing or deleting an activity in CaseWyze does not automatically update copies previously added to Google Calendar, Outlook, or an ICS calendar.