Add, Edit and Delete Events

Add, Edit and Delete Events

If you intend to schedule an activity in Zoho Desk that has a specific place, time, and duration, you must use events. By using events you and your customer support teams can keep better track of your programs and schedules. For example, If you’re working on a customer ticket asking for home services, you might create an event from the ticket.

Adding an Event
Typically, events are added to your help desk in the following ways:
  1. Agents can manually create events and associate them with tickets.
  2. Map events with their related tickets in an XLS or CSV file and import them.
You can create an event under the Activities module or the Activity sub-tab within a ticket's detail page.

To add a new event:
  1. Click the Activities module.
  2. In the Activities Home page, click Events on the bottom of the left panel.
  3. Click the Add icon (  ) from the top bar.
  4. On the Add Event page, fill in the details about the event.
  5. Click Submit.



Notes:
  1. Events are not automatically closed at the specified end date and time. They are considered closed, only when their status is updated as Completed.
  2. The status, Completed, is a system defined field. An alternate custom field with the same label will not close the event automatically.

Adding Attachments
An event is rarely “just an event.” There is prep work to be done and documents that need to be read before any productive meeting or demonstration can take place. Adding attachments to events is a great way to have all the information you need for the event. You can add documents, spreadsheets, offline maps, and other files to add more context.

To add an attachment:
  1. Open an event in its detail view.
  2. In the Event Details page, click the Attachments tab.
  3. Click the Add icon (  ) to upload a file.



You can click Delete corresponding to the files to delete them.

Set Reminders
There are three options for event reminders:
  1. Alert through Pop-up
  2. Alert through Email
  3. Alert through SMS

To set reminders for events:
  1. Open the event for which you want to set reminders.
  2. In the Event Details page, click the Edit icon (  ) in the header.
  3. Toggle the Set Reminder option to ON.
  4. Choose the amount of time before the event start time when you want a reminder; the default is 1 minute.
    You can also set the specific date and time when you want event reminders.
  5. Choose Alert Through Pop-up, Email or SMS as required.
  6. Click Save.

Editing an Event
You can edit an existing event to add more context to it.
To edit event individually:
  1. Open an event to view its details.
  2. Click the Edit icon (  ) in the header of the event details page.
  3. In the Edit Event page, perform the necessary edits and click Save.
You can also edit an event from the Event List View page. In the list view, hover your mouse over an event and click the Edit icon (  ) to edit the same. 

Deleting an Event
Occasionally you may need to remove some of the unnecessary events from Zoho Desk.
To delete events individually:
  1. Open an event to view its details.
  2. Click the Delete icon (  ) in the header of the event details page. 
  3. Click Delete to confirm.
When you delete an event, it will be moved to the Recycle Bin in your help desk.

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