Creating and Editing Events
This article covers creating new calendar events, setting up recurring schedules, and modifying or removing events.
Creating an event
- Navigate to Calendar in the portal sidebar.
- Select New event (button in the top-right of the calendar header, or select an empty date cell in month view).
- Fill in the event form:
| Field | Notes |
|---|---|
| Title | Required. The name that appears on the calendar. |
| Start date and time | Required. |
| End date and time | Required. Must be after the start. |
| All day | Toggle to mark a full-day event. Time fields are hidden when enabled. |
| Location | Optional. A physical address, room name, or meeting link. |
| Description | Optional. Notes visible in the event detail card. |
| Attendees | Optional. Add team members from the dropdown. |
| Recurrence | Optional. See below. |
- Select Save event.
Setting recurrence
To create a repeating event:
- In the event form, select the Recurrence field.
- Choose a frequency:
| Option | Behavior |
|---|---|
| Daily | Repeats every day |
| Weekly | Repeats on the same day of the week |
| Monthly | Repeats on the same date each month |
| Custom | Specify an interval and day pattern |
- Set an end date or a number of occurrences, or leave it open-ended.
- Select Save event.
Recurring events appear on every scheduled date in the calendar.
Editing an event
- Select the event on the calendar to open the detail card.
- Select Edit in the card.
- Modify the fields you want to change.
For recurring events, you are asked which occurrences to update:
| Option | Effect |
|---|---|
| This occurrence | Updates only the selected date instance |
| This and following | Updates from this date forward through the series |
| All occurrences | Updates every instance of the recurring series |
- Select Save.
Deleting an event
- Select the event to open the detail card.
- Select Delete.
- For recurring events, choose whether to delete this occurrence, this and following, or all occurrences.
- Confirm deletion.
Deletion is immediate and permanent — deleted events are not moved to a trash state.
Next steps
- Calendar Overview — views and date navigation.
- Contacts Overview — manage contact records for event attendees.