Manage Events in Lightning Experience
Create, update, and track meetings using the Home page, your calendar or calendars you create, the Kanban Board, or the activity timeline.
Required Editions
| Available in Lightning Experience in: All Editions except Personal and Contact Manager Editions |
| User Permissions Needed | |
|---|---|
| To create events | Edit Events |
- On the Home page, Today’s Events shows the next five meetings on your calendar today. Past events drop off the list as the day progresses.
- In the navigation menu, choose Calendar to work with all your events
and to create events.
- Share your event calendar with others, subscribe to your coworkers’ calendars, and (if you have permission) add events to their calendar and edit their events.
- Create other calendars from a standard or custom object: Choose the date field you want to track, and the calendar displays data in that field as calendar items.
- To view more events simultaneously in list views, select Table view. Use the predefined lists or use your own filters, such as contacts or accounts, to focus on specific events.
- On the Kanban Board, opportunities show alerts when no open activities exist. To create an event, click the yellow triangle.
- Use the activity timeline to monitor and update upcoming and past events on an opportunity, a lead, an account, or a contact.
- If your admin or coworkers haven’t given you access to coworkers’ calendars, use activities reports to view events owned by people below you in the role hierarchy.
Note You can remove a contact or a record from an event without deleting the event. For example,
suppose that an event is related to Contact A and Contact B, but you want to relate it only to
Contact A. Instead of deleting the event, remove Contact B from the Name
field.