When creating a new event in the Add Event drawe some fields are required before saving the event, while others are optional but help ensure your team has all the necessary information.
These fields must be filled in before an event can be saved.
1. Event Type (Required)
Defines the type of the event — for example, Install, Survey, or Removal.
Learn more about Event Types [here].
2. Client (Required)
The client for whom the event is being carried out.
Every event must be associated with a client.
3. Project (Optional)
Link the event to an existing project if relevant.
Learn more about Projects [here].
4. Event Title (Required)
A short, descriptive name for the event.
This title appears in lists, schedules, and dashboards.
You can click “Copy from project title” to use the project’s title as the event title.
5. Asset Name (Optional)
Associate the event with a specific asset, such as a vehicle or a location.
6. Event Owner (Required)
Assign the event to a specific user within the system.
Typically, the Event Owner is a project manager, coordinator, or salesperson responsible for overseeing the event.
7. Start Date & Time (Optional)
The scheduled start date and time for the event.
Allows the event to appear in the Team Schedule and Calendar View.
8. Number of Days (Optional – visible only if the feature is enabled for your company)
Specifies how many days the event will last.
Automatically adjusts the end date when filled in.
9. End Date & Time (Optional)
The scheduled end date and time for the event.
Combined with the start date, this defines the event’s full duration.
10. Event Timezone (Required)
The timezone in which the event will occur.
Ensures accurate scheduling and coordination across different regions or teams.