Full users can create new events, edit existing event details, and duplicate events from the Vantage mobile app.
Creating an event
To create a new event from the app:
Tap + or the add button from the Events page.
Fill in the event details: title, event type, client, project, dates, and assignees.
Tap Save.
Editing an event
To edit an existing event from the app:
Open the event from your events list.
Tap the Edit button or tap directly on the field you want to change.
Make your changes and tap Save.
Duplicating an event
To duplicate an event from the app:
Open the event you want to duplicate.
Tap the three-dot menu in the top right.
Tap Duplicate.
Review the duplicated event details and tap Save.
Duplicating is useful when you need to create a similar event for the same client or project. Update the date and any details that differ before saving.
FAQ
Can Lite users create events on mobile?
Can Lite users create events on mobile?
No. Creating, editing, and duplicating events on mobile is only available to Full users. Lite users can view and complete events assigned to them, but cannot create new ones.
Can I create an event without linking it to a project?
Can I create an event without linking it to a project?
Yes. The project field is optional. You can create a standalone event linked only to a client.
Can I assign people to an event when creating it on mobile?
Can I assign people to an event when creating it on mobile?
Yes. The assignees field is available during event creation on mobile. You can also add or change assignees after saving the event.