Scheduling an Event

Use an event when case work takes place at a scheduled date and time.

Create an event

Open the case and select Activities > Add Event.
Enter a Title and any instructions in the description.
Confirm that Make this an event is turned on.
Select an eligible assignee and an activity calendar.
Enter the Start Date, Start Time, End Date, and End Time.
Choose or enter an Address if the location matters.
Choose a reminder or No reminder, then select Add Activity.

Check the schedule

Review the workspace timezone and both dates, especially for overnight or multi-day work. Confirm that the end follows the start.

Reschedule an event

Open the event, select Edit, adjust its schedule, and save with Update Activity. Calendar views may also let authorized users drag an event to another date. Review the resulting schedule after moving it.

Document the work

Events do not use the Service field in the activity form. After the event, create a linked update to document results and record time and expenses through the appropriate workflow.