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How to Add a New Event in ClearCRM Calendar

The Add New Event feature in ClearCRM allows users to schedule meetings, tasks, and reminders directly within the Calendar. This guide walks through the steps to create a new event efficiently

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Written by Elvin Khudiyev
Updated over 3 months ago

1. Accessing the Event Creation Pop-up

  • Navigate to Projects > Calendar from the left sidebar.

  • Click the "+ New Event" button in the top right corner.

2. Filling in Event Details

  • Event Title: Enter a descriptive name for the event.

  • Description: Optionally, add details about the event.

3. Selecting Date & Time

  • Use the calendar icon to pick a date.

  • Set the start and end time for the event.

4. Configuring Notifications

  • Choose when to receive a reminder before the event.

  • Set a notification time in minutes, hours, or days.

5. Choosing an Event Color

  • Select a color-coded option to categorize events visually.

6. Setting Public or Private Event

  • Check the "Public Event" box to make it visible to others.

  • Leave it unchecked for a private event.

7. Saving the Event

  • Click "Save" to add the event to the calendar.

  • Click "Close" to cancel without saving.

By using the Add New Event feature, users can efficiently schedule tasks and keep track of important deadlines within ClearCRM.

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