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Creating a Calendar Event

This guide walks you through opening the Calendar in Blank CRM and creating a new event by selecting a day or using the New Event button.

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Prerequisites

  • You have access to the Calendar module in your Blank CRM account
1

Open the Calendar

Navigate to Dashboard > Calendar. The Calendar page will load, displaying the current month view.
2

Open the new event form

Click on a day cell in the calendar grid to open the event creation dialog. If clicking a day cell does not open the dialog, click the New Event button instead.
The New Event button is typically located near the top of the Calendar page and is always available as an alternative way to create an event.
3

Enter the event title

In the dialog that appears, locate the Title field and enter the name of your event.
Title is a required field. You will not be able to save the event without entering a title.
4

Save the event

Click the Save button (or Create, depending on your account configuration) to create the event. The dialog will close and your new event will appear on the calendar.
After saving, your event will be visible on the day you selected in the calendar grid. Click any existing event to view or edit its details.