Creating a  New Event    

To create a new event from the Calendar module:

1. Click the New Event button at the top-left corner of the app.

2. In the window that pops up, fill all the necessary fields.

3. Click Add Event.
   

Notes:

• You can also click and drag along the time duration in the Calendar tile to create a new event.

• Event title, date, duration, and calendar are mandatory fields.
  

Learn how to create a new event from Calendar widget.

Creating  Personal Events   

To create a personal event:

1. In the New Event window, click the current calendar name in the top-right corner.

2. Select a calendar from the list under My Calendars in the drop-down menu.

Note: By default, any event you create will be added to your personal calendar.

Creating Group Events

To create a group event:

1. In the New Event window, click the current calendar name in the top-right corner.

2. Select a calendar from the list under Group Calendars in the drop-down menu.
   

Creating Private Events

To create a private event:

1. Select the calendar where you want to create the event.

2. Check the Private Event option under Event Visibility.
   

Creating All-Day Events

To create an all-day event:

1. Select the calendar where you want to create the event.

2. Check the All Day option.
   

Creating Recurring Events

To create a recurring event:

1. Select the calendar where you want to create the event.

2. Set the recurrence pattern from the drop-down menu.

You can repeat an event:

• Daily

• Weekly

• Monthly

• Yearly

• Only on workdays

You can also set up a custom recurrence pattern and choose never to end the recurring event, or end it after a specific number of events or a specific date.

For example, let's consider a recurring bi-monthly meeting from October till November. Doing the math, you are ending the event after four meetings, each separated by two weeks—two in October and two in November. To configure this recurrence pattern:

1. Click Repeat in the New Event window.

2. Select Custom from the drop-down menu.

3. In the dialog that pops up, enter the details as follows:

• Repeat: Weekly

• Every: 2 weeks

• Day: Wednesday

• Ends: By Count - 4

4. Click Save.
   

Creating a New Event From Email Content 

To create an event from email content:

1. Select some text in the email.

2. In the options that appear, click the Calendar icon.

3. The Event Creation window will open with the selected text in the event title.

4. Update other event details as required.

5. Click Save.

Creating Events in a Foreign Time Zone     

To create an event in a different time zone from your own:

1. Click the current time zone label in the New Event window.

2. Search for and select the desired time zone using the search box, or by scrolling through the list of options.

In Calendar, the created event will be listed according to the organizer and attendee's local time zone. To view the original time zone in which the event was created:

1. Click open the event details.

2. Click Show Original Time Zone.
   

Choosing Conference Platforms

While creating a new calendar event, you can choose to add the conference platform in which the remote meeting will take place. To do so:

1. Click the New Event button.

2. In the pop-up that appears, from Conference > Choose platform, choose between Zoho Meeting, Zoom, or MS Teams.

3. Click Save.

Notes:

1. For Zoho Meeting, you can choose between audio or video meetings. However, for Zoom and MS Teams, by default it'll be an audio meeting.
   
2. To remove the conference platform, click the Remove meeting  icon.
   
3. Only if the available conference platforms are integrated from the Zoho Calendar web app will they be listed in the event creation form. Learn how to integrate Zoom and MS Teams. 

 Importing Events From ICS Files

You can import events from .ics files into your personal or group calendars and choose your preferred import settings during the process.

To import events from .ics files:

1. Click the .ics file attachment.

2. In the attachment preview, click Import to Calendar.

3. Choose the calendar where you want the event to appear.

4. Select your preferred import setup method.

5. Click Import.
   

Alternatively, you can click the More  icon in the attachment and select Import to Calendar in the email detail view to import the event.

Notes:

1. Owner or moderator access is required to import an event into a group or shared calendar.
   
2. You can choose one or m options under the import setup method.
   
3. You can import events from .ics file attachments from any module.
   

 Understanding Import Setup Methods 

• Overwrite existing events with updated details: Updates the existing event in the calendar with the latest changes, if any.

• Include attendees: Includes attendee details during the import.

• Include reminders: Includes any set reminders for the event during the import.

• Mark event as private: Marks the event as private in the calendar.
  

Viewing Participants' Free and Busy Schedule 

To view participants' free or busy schedule:

1. Add participants to the event.

2. Under Attendees, click Check Availability.

3. In the displayed view, you can compare participants' schedules and check their availability.

4. Click Next Free Time to find the next available time slot for all participants.

5. Toggle between 24 Hours or Work Hours to view either full-day or work-day availability.

6. Based on participants' availability, drag along the grid or adjust the event time, then click Add Event.
   

Generating  Meeting Links   

While creating a new calendar event, you can get the meeting link from Zoho Meeting right within Trident. To do so:

1. Click the New Event button.

2. In the pop-up that appears, click Add Zoho Meeting.

3. Fill in all of the other necessary details and click Add Event.

4. To remove the meeting, click the Delete  icon.
   

The auto-generated meeting link to join the event will be shared in the invitation via email and Cliq's Taz bot. You can join the meeting from the invitations, or from the Calendar view.

Note: You can also add meeting links from third-party applications. To do so, simply paste the meeting link in the Add Links (Web URL) box. 

Setting  Event Permissions    

While sharing the event invitations, you can limit the attendee's event permission for viewing event and participant details, adding participants, and editing the event.

• View Only Event Details: Attendees can only view the event details. They cannot view the participants.

• View Participants: Attendees can view both the event details and the participants.

• Add Participants: Attendees can view the event details and participants, and also add new participants.

• Edit Event: Attendees can view event details and participants, add participants, and also edit the event.   

By default, attendees can view only the event details. To alter the permissions for one attendee:

1. Click the More  icon next to the attendee's name.

2. In the pop-up that appears, choose the required permission level.

Notes:

• Changing the permission level for one attendee will not affect the other attendees' permission levels.

• You can individually set different permission levels for multiple participants. For example: Attendee A can view participant and event details, attendee B can edit the event details, while the remaining attendees can only view the event details.
  

To change the permission level for all the event attendees:

1. Select Permission under the list of invited attendees.

2. Change the permission level as required.

Adding  Non-Participants    

You can add individuals or groups as non-participants to an event. These non-participants will only be able to view the event and participant details. They cannot add participants or edit the event details. They also cannot RSVP for the event. To convert an attendee into a non-participant:

1. Click the More  icon next to the attendee's name.

2. In the pop-up that appears, toggle on the Non-Participant option.

Adding  Optional Participants    

You can also mark some of the attendees as optional participants. To do so:

1. Hover over the attendee's name in the New Event window.

2. Click the tick  mark to mark the attendee as optional.

Note: The optional participants have permission to add participants, edit event details like other participants, and can also RSVP to the event.

Setting Event Reminders 

You can set reminders for events via email, pop-up, or notification. To set a reminder:

1. Click Set Reminder in the New Event window.

2. Choose the time and the medium of reminder from the drop-down menu.

Note: To set more than one reminder or to remove a reminder, click the plus  and delete  icon next to the existing reminder, respectively.

 Sharing Event Invitations 

Once you create an event, you can choose to send the event invitation to:

• Attendees and yourself

• Attendees only

• None
  

Note: The event invitation will be sent via email and Cliq's Taz bot.

Responding to Event Invitations 

Attendees can RSVP from the Calendar view, email, or the Cliq Taz bot. To RSVP from the Calendar view:

1. Click on the event.

2. In the event details, RSVP with Yes, No, or Maybe.

To RSVP from email:

1. Click open the calendar event invitation email.

2. Click View Event.

3. In the Invitation Detail Document page that opens on web, RSVP with Yes, No, or Maybe.
   

Note: You must be logged in to your Zoho Calendar web account for this.

To RSVP from Cliq's Taz bot:

1. Go to the Cliq module.

2. Search for Taz and open the chat or click the More  icon in the Cliq chat launcher tab.

3. Select Bots from the drop-down menu.

4. From the list of bot chats that appear, click open Taz.

5. Go to the chat message with the event notification.

6. RSVP with Yes, No, or Maybe.
   

Note: The event organizer will receive a notification via email and Cliq's Taz bot, whenever any of the attendees RSVPs.