Fundamentals > Using the Calendar >

About the Calendar

The Calendar screen allows you to manage your time and scheduled activities. The daily, weekly, and monthly views allow you to choose the visual format that works best for you. In the Calendar screen you can schedule activities, view activities that are scheduled simultaneously, view your tasks in a To Do list, and invite participants to meetings.

You can be in the Activities screen and create an activity with a planned start time, and it will automatically be placed on your calendar. Changing the information for a scheduled activity on the calendar automatically changes the same information in the Activities screen that displays that activity. Similarly, changing information about an activity in any Activities screen changes the same information in the Calendar screen.

Calendar views are also available in a number of screens, such as Accounts, Contacts, Campaigns, Projects, and Opportunities. Each Calendar view allows you to create activities without having to go to the Calendar and leave the screen you are in. Calendar views allow you to associate activities with an active record. For example, if you create a new activity in the Calendar view in the Accounts screen, the new activity appears with the Account and Site fields filled in based on the active account record.