# Events & Calendar Schedule project events: site visits, installations, inspections, follow-ups, meetings. ## Creating Events **From Project:** Open project → **Add Event** → Fill in type, title, date/time, duration, location, assigned team, notes. **From Calendar:** Click date/time slot → Fill in details → Save. ## Event Types Site Visit, Installation, Inspection, Meeting, Follow-up. Customize types for your workflow. ## Calendar Views **Month:** Overview with color-coded events. **Week:** Hourly time slots with drag & drop rescheduling. **Day:** Hour-by-hour detail with travel time. **List:** Chronological list, searchable/filterable, export to CSV. ## Team Calendar View each team member's schedule side-by-side. Assign events with primary and backup personnel. Automatic notifications sent. ## Event Management **Edit:** Click event → Edit fields → Save. Attendees notified. **Reschedule:** Drag & drop to new time or edit date/time field. Notifications sent automatically. **Cancel:** Open event → **Cancel Event** → Enter reason. Marked canceled, not deleted. ## Notifications Automatic email reminders (24 hours, 1 hour, at event time, or custom). In-app notifications with badge counts. Optional SMS reminders. ## Project Integration All events visible on project timeline. Workflow automation: moving to "Install Scheduled" can auto-create install event. Events appear in project activity feed. ## Customer Visibility Share events with customers via Client Portal. Hide internal events. Send calendar invites (.ICS, Google Calendar, Outlook). ## Recurring Events Set up daily, weekly, monthly, or annual recurrence. Edit single occurrence or entire series. End after X occurrences or on date. ## Best Practices Add buffer time (15-30 min) between events. Confirm customer appointments 24-48 hours before. Document pre-event (access, instructions) and post-event (outcomes, photos). Review day's events each morning. ## Analytics Track events by type, per team member, completion rates, and rescheduling frequency. View on-time rates and project timelines. --- **Next:** [[Tasks]] for managing action items across projects.