14.1 Adding events to a Calendar

This lesson will show you how to add events to a calendar you have created in AgileCase

Access the calendar tab

To add an event to a calendar you have created, you first have to access the calendar tab on the navigation bar. To do this, click the "Cal" button on the left of the bar.

Select your calendar

On the left side of the screen there will be a list of all the calendars on your system. To display a calendar, click the corresponding button.

A tick on the button will indicate which calendars are being displayed. All of your calendars will be color coded, so that several can be displayed at once. Make sure that the calendar you want to add an event to is checked.

Add a new event

Your calendar will now be displayed in the center of the page. Dates will be listed along the top of the table and times will be listed down the left hand side. To add an event to the calendar either:

1. Click on the "Add Event" button at the top of the page. or,
2. Double click on the relevant box in the table itself.

Fill out the event details

You can now fill out the event details. The summary option allows you to give the event a brief title; Start/End allows you to allocate a precise time slot for the event:

1. If the event will take all day simply check this box to remove time settings altogether, Setting a repetition allows you to choose whether the event is a unique instance or if it will recur on a daily, weekly, monthly or annual basis.
2. You can use this to link the event to a case, which you can read more about here
3. The calendar option allows you to once more define which calendar the event will occur withint. Finally the "Attendees" section allows you to choose which users and groups are invited to the event.
4. Once you have finished filling out the details, click "Save Event" to create the new event.

Event added

Your new event will now appear in your calendar. Hover the cursor over it for more details and the options to:

1. edit
2. rename
3. delete the event.