Skip to main content
Mitratech Success Center

Adding Appointments to Projects

Use the Appointments page to schedule appointments and meetings that are related to a specific project.

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

  1. Search for a project and open it.
  2. In the left pane, click the Activities link.
  3. Click New.
    The appointment record screen opens to the General page.
  4. To continue, see Creating or Editing Appointments.

To edit a task from the Activities page, click the appointment and click Edit.

  • Was this article helpful?