Time-bound activities like meetups, demonstrations, and customer onboarding frequently happen as part of sales activities. It's easier to find events that have similar attributes with list views. For example, you can view meetings that are scheduled for a specific day, product demonstrations that are completed, or onboarding meetings that are overdue.
Zoho Desk provides a list of predefined views and also allows you to create custom views to filter events that match the given criteria. These views can also be shared with the concerned group of people.
In addition, event views can be used to:
- Change owner
- Update two or more events
- Export the events lists to a CSV file
Accessing event list views
Event list views can be accessed from the home screen. The standard event list views available are:
- All Events
- Canceled Events
- Completed Events
- My Open Events
- My Overdue Events
- My Events
- My Team Events
- Next 7 Days + Overdue
- Open Events
- Overdue Events
- Spam Events
- Today + Overdue
- Today's Events
- Tomorrow's Events
To access the events list
- Click the Activities module.
- On the Activities home page, click Events at the bottom of the left panel.
- Select Standard List View from the left panel to view the events underneath it.
- The All Events view will be displayed upon first access.
The system will remember the last seen view and list the same during successive access.
You must click the subject of an event to view its details.

Types of events list views
Classic View
The Classic View displays events in a list format, showing details like event name, start date, end date, and status in rows. This view is ideal for a compact, linear display of event records.
Compact View
The Compact View displays events in a condensed list format, showing key details such as subject, start date, contact name, and status in a denser, more space-efficient layout. This view is ideal for agents who prefer to see more event records visible on a single screen.
Table View
The Table View for Events displays event information in a spreadsheet like format, where each row represents an individual event and each column shows specific properties, such as event name, organizer, start date, end date, location, and status. This layout enables agents to efficiently review and manage events without opening individual records.


Note: The Event ID field is mandatory and cannot be removed.
To customize the columns in table view
- Navigate to the Activities tab and select Events.
- Click the Select Columns icon located next to the column header (e.g., Event Name).
- In the Select Columns window, choose the fields you want to display, uncheck the unwanted columns, and drag and drop the columns to reorder them.
- Click Save to apply the changes.


Points to remember:
- Customizations made to the Table View apply to all users with access to the view.
- Fields with blank or null values are displayed as a dash ("-").
- Multi-line or text area fields cannot be added to the Table View.
Creating custom event list views
You can create custom list views by defining criteria of your own. The custom views created by an agent will be listed on the left menu along with the standard views. Custom views can be edited or deleted.

Note:
- Standard event views cannot be edited.
- You can right click on a custom event view to open it in a new tab.
To create a custom list view

- The Age in Days option is very useful for the Date and DateTime fields. It can be used to filter events that were created within the last 7 days or those that are overdue in the past 30 days.
- You cannot edit the standard event views that are provided in Zoho Desk. You may add a custom view to address any specific requirements.
- You can right click on a custom event view to open the view in a new tab.
Editing custom event views
You can edit the custom event views that were added by your agents.
To edit custom views
- Select the custom event view that you want to edit.
- Click Edit from the More (…) option.
- Make the necessary changes and click Save.

Deleting custom event views
You can delete a custom event view you no longer need for your agents.
To delete a custom view
- Select the custom event view that you want to delete.
- Click Delete from the More (…) option.
- In the confirmation dialog box, click Delete.

I. In the list view, events can be sorted using the following criteria:
- Subject
- Category
- Start Time
- Status
- Priority
- Created Time
- Modified Time
- Latest to Oldest and vice versa (by selecting either the Ascending or Descending option).
To sort the events in the list view
- Click the More (…) icon in the upper right corner of the Activities home page.
- Select the given options as per your sorting needs.
Your list will refresh and display the associated events as per your selected sort by options.
II. Events can be filtered based on the following parameters:
- Agent
- Start Time
To filter the events in the list view
- Click the Filter (
) icon at the top of the page. - Select the associated Agent and Due Date/Start Time as per your requirement.
Your list will refresh and display the associated events according to your applied filter.


- Restoring the selected records will also restore their associates, such as contacts and tickets.
- Permanently deleted event(s) can't be restored.
III. To change the owner for event(s)
- Select the event(s).
- Click Assign To from the Mass Actions list.
- Select an agent or a team to assign the chosen event(s).
You can use the search bar to find an agent or a team by their name.

