---
title: "Create/Edit Calendar Items"
url: "https://help.psarev.io/en/article/create-edit-calendar-items"
language: "en"
last_updated: "2026-10-16T13:37:51.270Z"
---

# Create/Edit Calendar Items

The Add Calendar Item and Edit Calendar Item screens allow you to enter and edit calendar items. A calendar item can be related to a customer, or it can be an **Admin** item, which does not require a customer and is useful for tracking internal time such as administrative work. Information for the customer associated with the calendar item displays in the [Customer Information](https://help.psarev.io/en/article/customer-information-section) section.

You can create a customer specific calendar item by sliding the toggle to **Customer.** Enter a subject, choose whether the item is an event or a task, complete the remaining fields, and save. *Note: You can also create calendar items directly from the customer account.*

You can create an **Admin** calendar item from the Calendar or the Dispatch Board. Select **Admin**, enter a subject, choose whether the item is an event or a task, complete the remaining fields, and save.

Admin calendar items appear on the technician's timeline on the Dispatch Board and in the Calendar Items list view. See the [Dispatch Board: Timeline](https://help.psarev.io/en/article/dispatch-board-timeline) article for more information.

![](https://cdn-assets.productfruits.com/4503e90e-3e9e-410f-b4a1-66b99743b01f) ![](https://cdn-assets.productfruits.com/fe012109-10e0-47a0-a831-08b32dc3ce27)

Each field on the New/Edit Calendar Item screens is defined below.

| **Label** | **Definition** |
| --- | --- |
| **Admin / Customer** | *Toggle at the top of the screen that selects whether the calendar item is related to a customer or is an Admin item that does not require a customer. When **Admin** is selected, the **Select Customer** field is not required.* |
| **Select Customer** | *Select the customer for the calendar item. This section does not display if you accessed this screen from the Customer Profile, or if you have the screen toggled to **Admin**.* |
| **Subject** | *Subject for the calendar item. The **Subject** field is limited to 60 characters.* |
| **Type** | *Type of the calendar item. Type options include Event or Task.* |
| **All Day** | *Click to set the calendar item to **All Day**. All-day items do not have start or end times since they last for the entire day, so the **Start Time** and **End Time** fields are hidden when this option is selected.* |
| **Private** | *Click to set the calendar item to **Private**. Private items are limited to 1 attendee and only display on the calendar for that 1 rep.* |
| **Start Date** | *Start date for the calendar item.* |
| **Start Time** | *Start time for the calendar item. Items set to **All Day** do not have a start time.* |
| **End Date** | *End date for the calendar item.* |
| **End Time** | *End time for the calendar item. Items set to **All Day** do not have an end time.* |
| **Action** | *Action for the calendar item. Action options for **Tasks** include Follow Up, Phone Call, Send Email, Send Letter, Send Proposal, and To-Do. Action options for **Events** include Appointment, Preventative Maintenance, Service Call, Lunch, Meeting, PTO, and Holiday.* |
| **Location** | *Location for the calendar item.* |
| **Contact** | *Name of the contact on the customer record for which the calendar item was created.* |
| **Priority** | *Level of priority/importance for the calendar item. Priority options include High, Medium, and Low.* |
| **Attendees** | *For **events**, the names of the reps in your company invited to the event. Items set to **Private** are limited to 1 attendee.* |
| **Assigned To** | *For **tasks**, the name of the rep in your company who is assigned to handle the task.* |
| **Notes** | *Additional information about the calendar item.* |
| **Create/Save** | *Click to create/save the calendar item with the information entered.* |