Create, update, and track meetings using the Home page, your calendar or calendars you
create, the Kanban Board, or the activity timeline.
Required Editions
Available in Lightning Experience in: All Editions except Personal and
Contact Manager Editions
User Permissions Needed
To create events
Edit Events
On the Home page, Today’s Events shows the next five meetings on your calendar today. Past
events drop off the list as the day progresses.
In the navigation menu, choose Calendar to work with all your events
and to create events.
Share your event calendar with others, subscribe to your coworkers’ calendars, and (if you
have permission) add events to their calendar and edit their events.
Create other calendars from a standard or custom object: Choose the date field you want to
track, and the calendar displays data in that field as calendar items.
To view more events simultaneously in list views, select Table
view. Use the predefined lists or use your own filters, such as contacts or accounts, to
focus on specific events.
On the Kanban Board, opportunities show alerts when no open activities exist. To create an
event, click the yellow triangle.
Use the activity timeline to monitor and update upcoming and past events on an opportunity,
a lead, an account, or a contact.
If your admin or coworkers haven’t given you access to coworkers’ calendars, use activities
reports to view events owned by people below you in the role hierarchy.
Note You can remove a contact or a record from an event without deleting the event. For example,
suppose that an event is related to Contact A and Contact B, but you want to relate it only to
Contact A. Instead of deleting the event, remove Contact B from the Name
field.
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