Add, Edit and Delete Events - Zoho Desk Knowledgebase

Add, Edit and Delete Events

If you intend to schedule an activity in Zoho Desk that has a specific place, time, and duration, you must use events. By using events you and your customer support teams can keep better track of your programs and schedules. For example, If you’re working on a customer ticket asking for home services, you might create an event from the ticket.

Adding an Event
Typically, events are added to your help desk in the following ways:
  1. Agents can manually create events and associate them with tickets.
  2. Map events with their related tickets in an XLS or CSV file and import them.
You can create an event under the Activities module or the Activity sub-tab within a ticket's detail page.

To add a new event:
  1. Click the Activities module.
  2. In the Activities Home page, click Events on the bottom of the left panel.
  3. Click the Add icon (  ) from the top bar.
  4. On the Add Event page, fill in the details about the event.
  5. Click Submit.



Notes:
  1. Events are not automatically closed at the specified end date and time. They are considered closed, only when their status is updated as Completed.
  2. The status, Completed, is a system defined field. An alternate custom field with the same label will not close the event automatically.

Adding Attachments
An event is rarely “just an event.” There is prep work to be done and documents that need to be read before any productive meeting or demonstration can take place. Adding attachments to events is a great way to have all the information you need for the event. You can add documents, spreadsheets, offline maps, and other files to add more context.

To add an attachment:
  1. Open an event in its detail view.
  2. In the Event Details page, click the Attachments tab.
  3. Click the Add icon (  ) to upload a file.



You can click Delete corresponding to the files to delete them.

Set Reminders
There are three options for event reminders:
  1. Alert through Pop-up
  2. Alert through Email
  3. Alert through SMS

To set reminders for events:
  1. Open the event for which you want to set reminders.
  2. In the Event Details page, click the Edit icon (  ) in the header.
  3. Toggle the Set Reminder option to ON.
  4. Choose the amount of time before the event start time when you want a reminder; the default is 1 minute.
    You can also set the specific date and time when you want event reminders.
  5. Choose Alert Through Pop-up, Email or SMS as required.
  6. Click Save.

Editing an Event
You can edit an existing event to add more context to it.
To edit event individually:
  1. Open an event to view its details.
  2. Click the Edit icon (  ) in the header of the event details page.
  3. In the Edit Event page, perform the necessary edits and click Save.
You can also edit an event from the Event List View page. In the list view, hover your mouse over an event and click the Edit icon  ) to edit the same. 

Deleting an Event
Occasionally you may need to remove some of the unnecessary events from Zoho Desk.
To delete events individually:
  1. Open an event to view its details.
  2. Click the Delete icon (  ) in the header of the event details page. 
  3. Click Delete to confirm.
When you delete an event, it will be moved to the Recycle Bin in your help desk.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com



                              




                            

                              Zoho Marketing Automation

                                Zoho Sheet Resources

                                 




                                    Zoho Forms Resources


                                      Secure your business
                                      communication with Zoho Mail


                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times


                                        Carry your calendar with you
                                        Anytime, anywhere




                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now


                                                    Zoho SalesIQ Resources



                                                        Zoho TeamInbox Resources



                                                                Zoho DataPrep Resources



                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW


                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now











                                                                                          • Related Articles

                                                                                          • Adding, Editing, and Deleting Events - New UI

                                                                                            If you intend to schedule an activity on Zoho Desk that has a specific place, time, and duration, you need to use events. Zoho Desk's built-in event manager provides an easy way to manage your events.   By using the Zoho Desk's events, you and your ...
                                                                                          • Predefined and Custom Activity Views

                                                                                            The Activities module is where you can create and keep track of all the tasks, meetings, demos, calls, and events. Each activity has vital information on the start time, duration, priority level, status, and other parameters that can be accessed from ...
                                                                                          • Add Edit and Delete Calls

                                                                                            Calls are the most important of all customer support activities. The phone is where customer issues are received, and it is usually where they’re closed. So it is essentially an activity that must be logged. Call logging is essential to precisely ...
                                                                                          • Working with Activities in Zoho Desk

                                                                                            The Activities module is where you can create and keep track of all the tasks, calls, and events. Each activity has vital information on the start time, duration, priority level, status, and other parameters that can be accessed from within an ...
                                                                                          • Predefined and Custom Activity Views - New UI

                                                                                            The Activities module is where you can create and keep track of all the tasks, meetings, demos, calls, and events. Each activity has vital information on the start time, duration, priority level, status, and other parameters that can be accessed from ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace

                                                                                            Resources

                                                                                            Videos

                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                            eBooks

                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                            Webinars

                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                              Zoho Show Resources