Schedule a call, meeting, or task

Open the dialog

• Schedule in the Focus section of a record’s Activity tab, or + Schedule / Add task on any activity tab.
• The top bar’s New menu → New activity, or the shortcuts c (call), m (meeting), t (task).
• Done + Schedule next when completing an activity.
• Right-click an empty day or slot on the calendar → New activity here.

Fill it in

• Type — Call, Meeting, or Task. (Email and Note have their own entry points.)
• Subject — pre-filled per type and naming the contact (“Call with Rick Mellen”) until you type your own.
• Notes.
• Due date and time. The quick-date chips set the date in one click: 1 Day / 3 Days / 1 Week / 1 Month / 2 Months / 3 Months. A day count skips weekends — 3 Days on a Friday lands on Wednesday, the same math as the follow-up rule. 1 Week is a literal seven days. The month chips use calendar months (the 28th plus one month is the next 28th).
• Attach to — the records this activity belongs to, as chips.

Tasks have no time. A task is due by a date, so the Time control is hidden for tasks and the calendar sidebar disappears; both come back the moment you switch to Call or Meeting.

The calendar sidebar (calls and meetings)

While you draft a call or meeting, a sidebar shows that day’s calls and meetings — and your real calendar events when a calendar is connected. Conflicts with clock-scheduled items flag in amber. Tasks never appear there. On a busy day the list scrolls under the date heading and the buttons stay on screen.

Invite the contact

With a two-way calendar and contacts attached, an Invite to calendar event checklist appears (unchecked by default). Ticking a contact adds them as an attendee of the calendar event the CRM creates, so they receive a real invitation from Google or Outlook.

What you should see

The activity appears in the record’s Focus section and on Tasks immediately. With two-way calendar sync, the event appears in your calendar within a couple of minutes — see Two-way calendar sync.