Creating Events
The Magentrix platform allows users to create events. The calendar displays all events occurring within a day, week, or month.
Requirements
To use the events feature, users must be assigned a security role with the following permissions:
- Events, Read: Controlled By Parent
- Events, Create: Yes
- Events, Edit: Yes
Administrators must first configure the portal to have calendar and event functionally.
To create an event:
- Navigate to the Calendar/Events.
- Click New Event.
- Configure the following fields:
- Assigned To: Select the assignee. By default, tasks will be assigned to users that are creating the task.
- Subject: Enter the name of the event.
- Location: Enter an optional location of the event.
- Type:: Select the start date.
- Begins: Select the start date and time for the event.
- Ends: Select the end date and time for the event.
- Priority: Select the priority of the event.
- All Day Event: Check this if the event is occurring all day.
- Status: Select the status of the event.
- Show As: Select your availability
- Name: Select an optional person entity.
- Related To: Select an optional object entity.
- Enter an optional description of the event.
- Click Save.
Note*: An event can be created directly on the calendar by clicking on a time slot.