---
schema_version: "1"
id: 6f81d9ec2a168f8003a52d7c7eeff0a739498443145b53f21855bfc45f52e1d1
title: Track Your Work with Activities and Calendar
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/cm_activities_calendar_workflow_funct.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.cm_activities_calendar_workflow_funct.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 86cc320bd7d5c2127e72483c577155a14496ad3d528bf828b4f86256126b60ba
description: Learn how to use standard Salesforce activities and calendar functionality in your case management work.
products:
  - Nonprofit
release: "264"
---
# Track Your Work with Activities and Calendar

Learn how to use standard Salesforce activities and calendar functionality in your case management work.

- **[Log a Call](https://help.salesforce.com/s/articleView?id=sfdo.cm_activities_calendar_workflow_funct.htm&release=264.0.0&type=5)**  
    It's important to log all interactions with a client, including calls. For example, after you call a client's mother to schedule an appointment, log the call on the client’s Contact record.
- **[Create an Event](https://help.salesforce.com/s/articleView?id=sfdo.cm_activities_calendar_workflow_funct.htm&release=264.0.0&type=5)**  
    Set up appointments using standard Salesforce Events. Events appear on the Calendar View, which you access by clicking the Calendar tab. In addition, Events can sync with Outlook or Google calendars, so all your calendars can align.
- **[Create a Task](https://help.salesforce.com/s/articleView?id=sfdo.cm_activities_calendar_workflow_funct.htm&release=264.0.0&type=5)**  
    Use tasks to set reminders for important items you need to take action on.
- **[Calendar View](https://help.salesforce.com/s/articleView?id=sfdo.cm_activities_calendar_workflow_funct.htm&release=264.0.0&type=5)**  
    Go to the Calendar tab to see your appointments and events.

## Log a Call

It's important to log all interactions with a client, including calls. For example, after you call a client's mother to schedule an appointment, log the call on the client’s Contact record.

1. Navigate to the Client’s Contact record.
2. Scroll to the Activity Panel and click **Log A Call.**
3. Enter a subject that describes the nature of the call. For example, Schedule appointment.
4. Relate the Task to a client record object (such as Case Plan) by clicking the down arrow in the Related To field and selecting the kind of record you want to relate. Then, search for and select the appropriate record.
5. Click **Save**.

![Log a Call tab showing Subject, Comments, Name, and Related To](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/case_management/images/logcall.png)

## Create an Event

Set up appointments using standard Salesforce Events. Events appear on the Calendar View, which you access by clicking the Calendar tab. In addition, Events can sync with Outlook or Google calendars, so all your calendars can align.

1. Navigate to the client's Contact record.
2. Scroll to the Activity Panel and click ****New Event**.**
3. Enter a subject that describes the nature of the event. For example, Client appointment.
4. Select when the event starts and ends.
5. Relate the Event to a client record object (such as Case Plan) by clicking the down arrow in the Related To field and selecting the kind of record you want to relate. Then, search for and select the appropriate record.
6. Assign the Event to yourself.
7. Optionally, enter a Location.
8. Click **Save**.

![New Event showing Subject, Start and End date and time, and more](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/case_management/images/newevent.png)

## Create a Task

Use tasks to set reminders for important items you need to take action on.

1. Navigate to the client's Contact record.
2. Scroll to the Activity Panel on the lower right and select **New Task**.
3. Enter a **Subject** that will help you remember what the task is for.
4. Set a due date.
5. Relate the Task to a client record object (such as Case Plan) by clicking the down arrow in the Related To field and selecting the kind of record you want to relate. Then, search for and select the appropriate record.
6. Assign the task to a user.
7. Choose a **Status**.
8. Click **Save**.
    
    ![New Task showing Subject, Due Date, Name, Related To, and more](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/case_management/images/newtask.png)

## Calendar View

Go to the Calendar tab to see your appointments and events.

Click the **Calendar** tab to see your calendar, including the Events you create.

![Calendar view showing scheduled events](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/case_management/images/calendarview.png)