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Scheduling Activities

Schedule activities and events from the calendar

Creating Events from the Calendar

Click any time slot or date, or the Create button, to open Quick create.

The fastest way to schedule something is directly from the calendar. Clicking opens Quick create, a small pop-up where you fill in a title, pick a time, and save, without leaving the grid. In day or week view, click a time slot to open it pre-filled with that date and time. In month view, click a day cell to start an all-day event on that date. You can also open Quick create any time with the Create button in the calendar toolbar, by pressing c, or with the + button on phones. If you need the full form, with a description, CRM links, and every field, click More options inside Quick create to switch to it without losing anything you have typed.

Quick Create

The fast, default way to put something on your calendar.

Quick create opens as a compact pop-up next to where you clicked (or as a sheet that slides up from the bottom on phones). It is built for speed: type a title and save. Everything below the title is optional, so you only fill in what you need.

  • Title: The one required field. Start typing right away; the cursor lands here automatically. Press Enter to save.
  • Event / Task toggle: A two-way switch under the title. Event (highlighted in blue) is for meetings, calls, and anything with guests; Task (highlighted in amber) is for a to-do. Switching to Task hides the guests and video meeting rows, since a task does not invite anyone.
  • Date and time: Pre-filled from the slot or day you clicked. Adjust the date, start, and end as needed, or flip the All day switch for an all-day item.
  • Add company: Link the event to a company so it shows up on that company's timeline. Once linked, it appears as a removable chip. Click the × to unlink.
  • Add guests: (Events only.) Type a guest's email and press Enter to add them. Adding guests sends them a real calendar invite from your connected calendar.
  • Add Google Meet / Add Microsoft Teams: (Events only.) A one-tap video link that matches your connected calendar: Google Meet if you have connected Google, Microsoft Teams if you have connected Outlook. Turning it on creates a real meeting link and includes it in the invite. This row is disabled while All day is on.
  • Add location: A free-text place, room, or address.
  • Add notification: Set a reminder right here, choosing how long before the event you want to be notified. See Reminders & Calendar Sync for the available timings.
  • More options: Switches to the full activity form, carrying over everything you have already entered, when you want a description, additional CRM links, or other fields. (The Add description row also opens the full form.)

A summary line near the bottom shows which calendar the event will be saved to, whether it shows as busy, its visibility, and your reminder, so you can confirm at a glance before clicking Save.

Provider-aware video links
The video row follows your connected calendar automatically. There is nothing to choose. A Google calendar offers Google Meet, and an Outlook calendar offers Microsoft Teams. See Microsoft Teams Meetings for more on Teams links.

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.

1

Open Quick create

Click a time slot in the calendar, click a day cell in month view, or press the Create button in the toolbar (you can also press c, or the + button on phones). The Quick create pop-up appears with the selected date and time pre-filled.
2

Pick Event or Task

Use the Event / Task toggle to choose what you are creating. Pick Event for a meeting or call, or Task for a to-do. The choice determines the color accent on the calendar and how the item is categorized. Need a Call, Email, or Note instead of a generic meeting? Open More options for the full activity form, which offers every type.
3

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."
4

Add a description (in More options)

Quick create keeps things minimal, so the description lives in the full form. Click More options (or the Add description row) to switch to it, then use the description field for meeting agendas, call talking points, or any additional context that will help you prepare for the activity.
5

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.
6

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.
7

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.
8

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.

FieldDescriptionTypeDefault
Type*The category of the activity: Call, Meeting, Email, or Task.select—
Subject*A brief title summarizing the purpose of the activity.text—
DescriptionDetailed 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—
DurationHow long the activity is expected to last, in minutes.number30
CompanyThe company associated with this activity. Search by company name.select—
PersonThe person or contact associated with this activity.select—
OpportunityThe opportunity or deal this activity relates to.select—
Sync to CalendarPush 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 the event in the calendar to open its peek card, then click the Edit button. 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, 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. See Reminders & Calendar Sync for how sync status is shown and kept up to date.

You can also reschedule events by dragging them on the calendar. In week and day views, drag a timed event to a different day or time slot. See Drag to Reschedule for details.

Deleting Events

Remove an activity from the calendar.

To delete an event, click on it to open its peek card 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 its peek card, then click Edit to review your notes, and create a new follow-up from the Create button.

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