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Scheduling Activities

Schedule activities and events from the calendar

Creating Events from the Calendar

Click on any time slot or date to schedule a new activity.

The fastest way to schedule an activity is directly from the calendar. In day or week view, click on a time slot to open the activity creation form pre-filled with that date and time. In month view, click on a day cell to create an event for that date. You can also use the Add Activity button in the calendar toolbar to open the form without a pre-selected time.

Activity Types

Choose the type of activity that best describes the interaction.

Call — Schedule a phone call with a contact. Record the planned duration and add notes about the call agenda.
Meeting — Set up an in-person or virtual meeting. Include attendees and meeting details in the description.
Email — Schedule a follow-up email to be sent at a specific time. Use this as a reminder to send the email.
Task — Create a time-bound task that appears on both the calendar and the tasks list.

How to Schedule an Activity

Step-by-step guide to creating a new calendar event.

Open the activity form

Click on a time slot in the calendar or press the Add Activity button in the toolbar. The scheduling form will appear with the selected date and time pre-filled.

Select the activity type

Choose from Call, Meeting, Email, or Task. The type determines the color coding on the calendar and how the activity is categorized in reports.

Enter the subject

Type a descriptive subject line that summarizes the purpose of the activity, such as "Product demo with Acme Corp" or "Follow-up call re: Q3 proposal."

Add a description

Use the description field for meeting agendas, call talking points, or any additional context that will help you prepare for the activity.

Set date, time, and duration

Confirm or adjust the date and start time. Set the duration to control how large the event block appears on the calendar. The end time is calculated automatically from the start time and duration.

Link to a CRM record (optional)

Associate the activity with a Company, Person, or Opportunity. Linked activities appear on the associated record's timeline, providing a complete interaction history.

Enable Sync to Calendar (optional)

If you have connected a Google or Outlook calendar, a Sync to Calendar checkbox appears on the activity form. When enabled, the activity is pushed to your external calendar as an event, including any attendees you have added. For future-dated Meetings, Calls, and Follow-ups, this checkbox is checked by default when your calendar is connected, so you do not need to enable it manually for the most common use cases. If no calendar is connected, a Connect your calendar link appears instead, directing you to Settings to set up the integration.

Save the activity

Click Save to add the event to the calendar. It will appear immediately in the calendar view with the appropriate color coding for its type. If Sync to Calendar was enabled, the event will also appear on your connected external calendar within a few moments.

Activity Form Fields

All fields available when scheduling an activity from the calendar.

Field	Description	Type	Default
Type*	The category of the activity: Call, Meeting, Email, or Task.	select	—
Subject*	A brief title summarizing the purpose of the activity.	text	—
Description	Detailed notes, agenda, or talking points for the activity.	textarea	—
Date*	The date the activity is scheduled for.	date	—
Start Time*	The time the activity begins.	time	—
Duration	How long the activity is expected to last, in minutes.	number	30
Company	The company associated with this activity. Search by company name.	select	—
Person	The person or contact associated with this activity.	select	—
Opportunity	The opportunity or deal this activity relates to.	select	—
Color	Override the default type-based color with a custom color from 10 presets (Tomato, Flamingo, Tangerine, Banana, Sage, Basil, Peacock, Blueberry, Lavender, Grape). Visible in expanded/edit mode. Select Default to revert to the type-based color.	select	—
Sync to Calendar	Push this activity to your connected Google or Outlook calendar. Checked by default for future Meetings, Calls, and Follow-ups when a calendar is connected. Attendees are included in the synced event.	checkbox	—

Editing Events

Modify the details of an existing calendar event.

To edit a scheduled activity, click on the event block in the calendar to open the detail panel, then click the Edit button. You can also access Edit from the hover preview popup or the right-click context menu. The unified activity modal opens in edit mode with all current values pre-filled. Make your changes and click Save to update the event. You can change the type, subject, time, duration, description, linked CRM records, color, attendees, or sync settings.

If the activity is synced to an external calendar, edits are automatically pushed to the external event. This includes updates to attendees and recurrence rules, which are synced in both directions on every save. The edit mode shows sync status indicators (see Sync Status Badges) so you can see whether the activity is currently synced and what will happen when you save.

You can also reschedule events by dragging them on the calendar. In week, day, and 4-day views, drag the bottom edge of an event to resize it. See Drag-and-Drop Rescheduling for details.

Deleting Events

Remove an activity from the calendar.

To delete an event, click on it to open the detail panel and then click the Delete button. You will be prompted to confirm the deletion. Deleting an activity archives it in the CRM and removes it from the timeline of any linked company, person, or opportunity record. If the activity was synced to an external calendar (Google Calendar or Outlook), the corresponding event is also removed from the external calendar automatically.

Schedule follow-ups after meetings

After completing a call or meeting, create a follow-up activity right away while the context is fresh. Click on the completed event to open the detail panel, then click Edit to review your notes, and create a new follow-up from the Add Activity button.

Calendar Views— Navigate day, week, and month views Reminders & Calendar Sync— Set up reminders and sync with external calendars Logging Activities— Track interactions on company records

Calendar Views

Reminders & Calendar Sync