---
title: "How To Guide: Managing the Calendar"
url: "https://help.psarev.io/en/article/how-to-guide-managing-the-calendar"
language: "en"
last_updated: "2025-10-07T14:56:36.728Z"
---

# How To Guide: Managing the Calendar

1. Introduction

![1](https://export.supademo.com/renders/fv87n96jrg/out.png)

2. Click **Scheduling** on the sidebar menu.

![2](https://export.supademo.com/renders/31floeosrn/out.png)

3. Click **Calendar**.

![3](https://export.supademo.com/renders/m3tbv496kl/out.png)

4. The calendar view is where you will go to see all the work assigned to you.

![4](https://export.supademo.com/renders/2yvrkug47k/out.png)

5. The calendar view will default to a weekly view.

![5](https://export.supademo.com/renders/e8rk6b0gr9/out.png)

6. You can change the view to a monthly view.

![6](https://export.supademo.com/renders/8m9v666sql/out.png)

7. Or you can change the view to a daily view.

![7](https://export.supademo.com/renders/gb5n55kzlg/out.png)

8. You can move forward and backward through any calendar view using the arrows.

![8](https://export.supademo.com/renders/ksghfnefp4/out.png)

9. PSA defaults to your calendar, but you can change the user to view a different calendar.

![9](https://export.supademo.com/renders/oaxditvq28/out.png)

10. Clicking on a calendar item will open it.

![10](https://export.supademo.com/renders/etjfhjfxjj/out.png)

11. You can see the **Type** of calendar item it is... *Task* or *Event*.

A **task** is an item that is related to a customer and may or may not be related to a ticket. Tasks must be checked off as complete when done.

**Events** are usually items like meetings or general calendar events that are not tied to tickets and they are not required to be completed.

![11](https://export.supademo.com/renders/9iyzb05nm9/out.png)

12. At the bottom of the **task**, you can see the *name* of the customer. Clicking there will open the screen to show you some basic customer information.

Clicking on the *Customer ID chip* will navigate away from this screen and open the customer account.

![12](https://export.supademo.com/renders/g8hxjk6jvy/out.png)

13. If the task is tied to a ticket, clicking on the **Ticket Details** area will open some basic information about the ticket.

Clicking the *Ticket ID chip* will take you away from this screen and open the ticket.

![13](https://export.supademo.com/renders/psh1d5m6dy/out.png)

14. Clicking the **Create Time Log** button will allow you to quickly create a time log entry related to this task.

![14](https://export.supademo.com/renders/wck7r5fsrv/out.png)

15. To mark the task complete, check the **Task Complete** box here.

![15](https://export.supademo.com/renders/8s1iip2elo/out.png)

16. You can make changes to the task fields while the task is open if necessary.

Click the **Save** button to keep any changes and exit the task.

![16](https://export.supademo.com/renders/ufwkwna2vq/out.png)

17. To create a new calendar item from here, click the **New Calendar Item** button.

***Tip!** Tasks related to tickets should be added using the* ***Tasks*** *tab on the ticket itself. You cannot relate a task to a specific ticket when creating a task from this screen.*

![17](https://export.supademo.com/renders/vq76ehx7ql/out.png)

18. Choose the **customer** from the drop down list.

![18](https://export.supademo.com/renders/vhd2mur5d9/out.png)

19. Add the **Subject**.

![19](https://export.supademo.com/renders/0zyp95iujt/out.png)

20. Select whether this is a *Task* or an *Event* calendar item **Type.**

![20](https://export.supademo.com/renders/btkx8barq7/out.png)

21. The **All Day** option will make the event a full day. If you mark an item as **Private**, it will only be visible to the user assigned.

![21](https://export.supademo.com/renders/3r0tintqev/out.png)

22. Choose the **Start** and **End Date** and the **Start** and **End Time**.

![22](https://export.supademo.com/renders/jpyegv1m3c/out.png)

23. Select the **Action** from the drop down list.

![23](https://export.supademo.com/renders/uimdjqiqg6/out.png)

24. You can add any other fields you need to select.

![24](https://export.supademo.com/renders/4ib6d6iubc/out.png)

25. When creating an *Event*, you can select multiple **Attendees** for the event.

*Tasks* can only be assigned to a single user.

![25](https://export.supademo.com/renders/5nui6xaudl/out.png)

26. Add **Notes** if necessary.

![26](https://export.supademo.com/renders/770uoarbwk/out.png)

27. Click the **Create** button to finish and save.

![27](https://export.supademo.com/renders/vkpp9wk9fs/out.png)

28. You'll now see the calendar item on the calendar view.

![28](https://export.supademo.com/renders/cwyna4g41q/out.png)

29. *Task* calendar items that have been marked complete will display with *strike through* font to indicate they are completed.

![29](https://export.supademo.com/renders/b69t09soxg/out.png)

30. *Task* calendar items that have **not** been marked complete but have passed their scheduled time will display a triangle error icon indicating that they remain open but are **past due**.

![30](https://export.supademo.com/renders/48jvhcit1d/out.png)

31. There is also a **Calendar Items** tab on each customer where you can see the *Tasks* and *Events* related to that customer.

![31](https://export.supademo.com/renders/z3zej679nf/out.png)

32. You can create a *task* or *event* from the customer account by clicking the **New** **Calendar Items** button on this tab.

*Remember that to tie a task to a* ***ticket**, you must create the task from the ticket itself instead of using the* ***New Calendar Item*** *button.*

![32](https://export.supademo.com/renders/f60dtc4ymh/out.png)