You can create a new event directly from the Events page when you need a standalone event or want to link it to a project later.
Go to the Events page in the left sidebar.
Click the Add new event button at the top of the page.
Select the event type (for example, Install, Survey, or Delivery).
Fill in the required fields:
Client: the company the work is for.
Event title: a short name for the event.
Event owner: the person responsible for overseeing this event.
Timezone: the timezone where the work takes place.
Optionally, fill in additional fields like start and end dates, project, asset, address, and scope.
Click Save to create the event.
The event now appears in your event list and, if dates are set, on the calendar.
Required fields are marked with an asterisk (*). You cannot save the event until all required fields are filled in.
Setting start and end dates allows the event to appear in the Calendar view and in the Schedule, making it visible to your whole team.
FAQ
Do I have to link an event to a project?
Do I have to link an event to a project?
No. The project field is optional. You can create standalone events that are only linked to a client. This is useful for one-off jobs.
Can I edit the event after saving it?
Can I edit the event after saving it?
Yes. You can return to any event at any time to update its details, add assignees, attach documents, or change the schedule.
Where does the pre-filled address come from?
Where does the pre-filled address come from?
Vantage checks for an address in this order: the project first, then the client. The first one found is used. You can always change it or clear it before saving.