Adding Appointments to Projects
This page explains how to use the Appointments page in TeamConnect to schedule and manage appointments or meetings related to a specific project. It allows users to track important events and deadlines associated with the project, ensuring better organization and coordination.
When you create an appointment, the project record name is automatically displayed in the Project field of the appointment record.
The procedure for adding an appointment is the same as it is when you are adding an appointment using the Calendar area.
To create an appointment for a project
- Search for a project and open it.
- In the left pane, click the Activities link.
- Click New.
The appointment record screen opens to the General page. - To continue, see Creating or Editing Appointments.
To edit a task from the Activities page, click the appointment and click Edit.