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Schedule Events

Case-level Events allow you to schedule reminders, meetings, followups, and other time-specific activities directly within a case.

Creating Case Events​

Quick Event​

  1. Open case
  2. Click Schedule Event
  3. Enter event details:
    • Title
    • Type (Meeting, Reminder, Followup, Deadline)
    • Date & Time
    • Participants

With Details​

  1. Create event
  2. Add description
  3. Set notifications
  4. Invite team members
  5. Save

Event Types​

Meeting Schedule team meeting for case discussion

Reminder Personal reminder for case action

Followup Scheduled followup with customer/party

Deadline Important case deadline

Custom Any event type you define

Event Features​

Invitations​

  • Invite team members
  • Add external participants
  • Send calendar invites
  • Track RSVP

Notifications​

  • Reminder before event
  • Email notification
  • In-app alert
  • Escalation if not completed

Attachments​

  • Add documents to event
  • Reference case information
  • Prepare meeting materials
  • Share resources

Recurring Events​

Schedule repeating activities:

  • Daily standup
  • Weekly reviews
  • Monthly checkups
  • Custom intervals

Calendar Integration​

Events integrate with:

  • Personal calendar
  • Team calendar
  • Organization calendar
  • Third-party calendars (Google, Outlook)

Best Practices​

  • Schedule events in advance
  • Set appropriate reminders
  • Include relevant stakeholders
  • Document meeting outcomes
  • Use descriptive titles

See Also​