Option 1: From the Main Menu.
1. On the Calendar & Activities tab, in the Activities group, click Add.
2. The Activities screen appears.
Figure: Activities Screen
3. Choose the Type of activity you would like to schedule.
4. If the Activity is considered a priority, change the Priority to “Yes”.
5. Fill in the appropriate Start and End date and times.
6. Fill in a Description for the Activity. (This is what will appear on your Calendar.)
The Assigned To field defaults to the User that is currently logged into the system. Change this field if necessary.
(Optional) Enter a Location and select a Status.
To link a Contact to this Activity, navigate to the Links tab. Click the binoculars icon next to the Contacts field. Choose the Contact that is associated with this record by double clicking on the Contact’s name. You will be returned to the Activities Screen.
To identify if you would like the activity to appear in your calendar or to schedule a reminder alarm or recurring activity, navigate to the Calendar tab and choose the appropriate options.
Click the 
icon to save the record.
Option 2: From the Calendar.
1. On the Calendar & Activities tab, select one of the Calendar Views.
2. If you selected Daily or Timeline views, single-click in the time that you would like to schedule your activity; if you selected weekly or monthly view, single-click on the day that you would like to schedule your activity.
3. Type a description of the activity.
Note:
If you would like to access details of the activity or view the Activity screen, double click on your new calendar entry.
Option 3: From a Contact Record
1. From the Contact record, navigate to the Activities tab. (Refer to How to Open an Existing Contact Record.)
2. Select the New button under the Activities tab.
Figure: Contact Screen – Activities Tab.
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