There are basically two ways to create activities. Either in the calendar (in the case of tasks, in the task list) or directly within the specific contact.
The classic way to add events is through the calendar.
Pick a date in the calendar where you want to plan the event. This brings up the new activity window. Fill in the details and move on to the Contact section.
Here, pick the contact the activity relates to. Once you fill in any remaining details and save it, the activity is automatically linked to the contact, meaning it will show up in their profile.
Adding tasks works essentially the same, only in the Tasks module where you need to click the “New task” button, which brings up the regular activity window.
You can also use quick task entry (“the little arrow” on the blue +New task button → “Add tasks”).
Another option is to plan activities right at a specific contact. The first step is to click on the contact in your contact database.
To add an event, click the blue “New activity” button. This will open the usual window for adding a new activity, where you fill in the event details. The difference compared to adding through the calendar is that the contact is already filled in automatically.
The event is also automatically shown in the calendar.
To add tasks, go to the tasks section in the contact card and click the blue “+ New task” button. A standard activity window will pop up with the contact already filled in. After saving, the task will show up in the task list, in the calendar, and in the contact card.
