Predefined and Custom Event Views
- Change owner
- Update two or more events
- Export the events lists to a CSV file
Accessing event list views
- 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.
Creating custom event list views
- 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
- Click the Activities module.
- On the Activities home page, click Events on the bottom of the left panel.
- Click the Plus icon (
) next to Events.
- On the Create Custom View page, enter the custom View Name.
- Specify the criteria to filter the events.
- Specify the visibility for this custom view.
You can choose between Only me, All agents, or Specific agents. - Click Create.
List view criteria
- 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
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
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.
Mass actions in event views
- Update
- Delete
- Assign To
I. To update event(s)
- Select the event(s).
- Click Update from the mass actions list.
- Select the field to be updated and specify the new values for it.
- Click Save.
II. To delete event(s)
- Select the event(s).
- Click Delete from the mass actions list.
- In the confirmation dialog box, click Delete.
To permanently delete event(s)
- Under Data Administration, select Recycle Bin.
- Select Events from the drop-down menu in the top bar.
- Select the desired event(s) to permanently delete and click Delete in the upper-right corner of the page.
- Click OK to confirm the selection.
Your selected event(s) will be permanently deleted from Zoho Desk.
To restore event(s)
- Go to Setup.
- Under Data Administration, select Recycle Bin.
- Select Events from the drop-down menu in the top bar.
- Select the desired event(s) to restore and click Restore in the upper-right corner of the page.
- Click Proceed to confirm the selection.
Your selected event(s) will be restored.
Note:
- Restoring the selected records will also restore their associates, such as contacts and tickets.
- Permanently deleted event(s) can't be restored.
Refer to our Using the Recycle Bin help documentation to learn about the Recycle Bin feature in-detail.
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.
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