Create event ​

Events can be created from three locations:

  • Events page: Select Events in the main menu, then click the New event button.
  • Dashboard: Click the + button on the Events quick-action card.
  • Item page: Click Perform task, then Add event.

When creating an event from an item page, the item is automatically added.

Name and classification ​

Add an event name — a short description of what has been done. This is the text that shows up in the event listings.

Then pick a classification: Maintenance (the default), Inspection, Transport, Repair or Other. The classification color-codes the event in lists and calendars and makes it easy to filter.

Adding Items ​

One or more items can be added to an event. Select all items that are related to or involved in the event, which is typically maintenance, a periodical task, etc.

Date & time ​

Select the time and duration for the event.

Expenses ​

If there are expenses connected to the event, register them here. The expenses are usually registered including VAT.

Tags ​

Add free-form tags to group and find related events.

Assigned to ​

If you are registering an event that is performed by another person, select that person (user) in the Assigned to field.

Location ​

If the event has taken place at a certain location, you can select the location as well.

Description ​

Add some additional information about the event if needed.

Completing the Event ​

When done, click Create event.