Purpose
The Events module allows users to schedule and track company events for meetings, deadlines, training, reminders, and more. Users can assign others to receive alerts prior to event times and view the Events calendar.
Events Module List View
The Events module home page or "list view" displays all active Event records within the system, allowing users to search, filter, create new events, view events on the calendar, or share a calendar link with non-TRUE users.
Search & Filter Options
Select the blue text filter options or various search criteria:
| Today | Filters all schedules for the current day. |
| Tomorrow | Filters all schedules for the next day. |
| Next 7 Days | Filters all schedules for the next 7 days. |
| My Events | Filters all records assigned to the logged-in user. |
| Recent | Filters all recently created schedule records. |
| Archived | Filters all schedules marked as archived. |
Additional Filter Options
| Start/Finish Date | Enter a start and finish date to pull the related Event data within that criteria. |
| User | Enter a Username pull the related Event data within that criteria. |
| Status | Enter a Status option to pull the related Event data within that criteria. |
| Details | Enter details to pull the related Event data that matches that criteria. |
Additional Features
| Calendar | Select the Calendar button in the upper right corner of the Events module to open the calendar view. |
| New | Create a new events. |
| Gear Icon | Import ICS File: Import ICS data from other scheduling systems. |
Hamburger Icon
| Duplicate | Create a copy of the Event record. |
| Delete | Permanently delete selected Event. |
Selected Event
Edit Card
Edit an event by selecting it. In the Edit pop-up window, you can modify:
Start/Finish |
Set date and time (in 15-minute increments). |
| All Day | Mark as an all-day event. |
| Archive | Archive the event to remove it from active search filters. |
| Repeating Events | Use to toggle the Event as a repeating Event. Typically used for internal recurring records. |
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| Title | Enter the event title. |
| Alerts | Choose alert options. |
| Description | Enter event details. |
| Location | Designate event location. Automatically pulls if created from record that contains an Address. |
| Status | View or assign a Status filter. |
| Queued | Enable the “Queued” feature to put this event in the schedule “Queue” within the Calendar. |
| Assigned | Assign users to the event. |
| Resources | View or assign related resources. |
| Related | Link the event to other records in the system or view existing relationships. |
Recurring Events
To configure recurring events:
- Navigate to the Events module (found within the Planning workflow)
- Create a new Event and enter all necessary details.
- Click the "Repeating Event" option.
- Navigate to the mode that you'd like to use
Daily
- Enter how often you'd like this Event to recur by entering an amount of days (IE: This event should occur every "3" days).
- Choose whether you'd like this to occur a certain amount of times, or stop on a certain date, by entering the details and clicking the checkbox to the right of that option.
Weekly
- Enter how often you'd like this Event to recur by entering an amount of weeks (IE: This event should occur every "2" weeks).
- Choose which day of the week it should occur on.
- Choose whether you'd like this to occur a certain amount of times, or stop on a certain date, by entering the details and clicking the checkbox to the right of that option.
Monthly
- Enter how often you'd like this Event to recur by entering an amount of months (IE: This event should occur every "1" month).
- Choose whether it should use the date number ("Use days" to choose the 15th of that particular Month) or a specified day within a certain week ("Use day of week" to choose the 2nd Monday of that particular month)
- Choose whether you'd like this to occur a certain amount of times, or stop on a certain date, by entering the details and clicking the checkbox to the right of that option.
Yearly
- Enter how often you'd like this Event to recur by entering an amount of years (IE: This event should occur every "1" year).
- Choose the Month(s) this should occur in.
- Choose whether you'd like this to occur a certain amount of times, or stop on a certain date, by entering the details and clicking the checkbox to the right of that option