Calendar events

The personal calendar displays all scheduled events of a user including those from app calendars.

A user can create simple and reoccurring events, edit and close them, and customize notifications.  

Create an event

There are two ways to create an event in a personal calendar:

1. Double-click on a cell in the calendar
2. Click on the +Event button in the top-right corner of the page.

The event form opens. Fill out the fields:

• Name*. Enter a name for your event;
• Start date*, End date*. Enter a date or select if from the calendar . Set the exact time of needed;
• Periodic. Check this option if you want the event to repeat on a regular basis and set the following parameters:  
  • Frequency. Select how often the event should repeat: on business days, daily, weekly, monthly, quarterly, or annually.
    For example, to have the event repeat on the second Monday of each month, specify Repeat every 1 month, and then specify the desired day of the week:
    
    You can also create an event that repeats on a specific day of the month. For example, once every four months on the 10th of the month:
    Let’s consider another example. Suppose you want the event to repeat once every two weeks on Mondays and Wednesdays. In this case, set the following parameters:
    
  • End. Set the date that the periodic event should stop reoccurring. If you leave this field empty, the event will reoccur until you edit the page and set an end date;  
• Participants*. The current user is added as a participants by default. To add another user, click and select a person from the list. All selected users will see the event in their personal calendars;
• External participants. Click and select the Contacts app item to specify the client participating in the event. Using the +Create button you can add a new contact to the app.
• Send notifications to email. Enable this option so that after the event is created, all participants will receive an email notification about it. The email will contain a .ics file with the details of the event. Notifications will be sent to the email addresses specified in the contact's page in the Work email field, as well as in the ELMA365 user profile.
• Place. Specify where the event will take place.
• Description. Provide information about the planned event.
• Link. Insert a link related to the event, such as an invitation link to an online meeting.
• Associated item. Click and select the app item associated with the planned event. For example, when creating a meeting with a client, you can specify a deal in the event, and when discussing a contract, you can specify its file.

Click Save.

After that, the event will be added to the calendar.

If you are trying to schedule your event in a time slot that has already been booked, ELMA365 will show you a warning message.

View event details

Select the event in the calendar and click on it. The event page opens.

Here you can review the event details and edit them by clicking Edit, or delete it. When deleting a recurring event, a window will open where you should choose whether to delete the entire row or the current item. The deleted event will disappear from the calendar cell.

You can also set up a reminder for this event: click +Reminder and set the time. You will then receive a notification to your activity stream  at the chosen time.

Reschedule an event

There are two ways to reschedule an event:

1. Click Edit on the event page and change the dates manually.
2. Drag the event to another cell in the calendar. The start and end dates will change automatically.

If the Send notifications to email option is enabled in the event, all participants will receive a notification with the edited event details.

Event statuses

An event in a personal calendar has two default statuses: Open and Closed. When the event is created, it is given the Open status. To change it, open the event page and click Close.

The event's status will change and the event itself will be crossed out from the calendar.

The event is also given the status Closed but is not displayed in the calendar

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