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Connecting Your Calendar

  1. Navigate to CE → Settings → Calendar Connections
  2. Click Connect Google Calendar or Connect Microsoft Calendar
  3. Authorize access in the OAuth popup
  4. Select which calendars to sync
  5. Toggle Sync Enabled to start syncing events

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Scheduling a Meeting

  1. Open any contact, lead, or partner detail page
  2. Click the Schedule Meeting button (requires ce.calendar.schedule permission)
  3. Fill in: title, date/time, attendees, location, notes
  4. Select which calendar connection to use (see Choosing a Calendar)
  5. Click Schedule — the meeting is created on the selected calendar and logged as a CE activity

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Choosing a Calendar

The calendar picker shows two kinds of options:
  • Your personal calendars — any Google or Microsoft calendars you connected via OAuth on the Calendar Connections page.
  • Organization Calendar — appears only when your organization has connected Google Workspace with calendar enabled and your work email’s domain matches the Workspace primary domain. Selecting this option creates the event through the organization’s Google Workspace connection instead of your personal OAuth grant.
If your admin has not enabled the organization calendar, or you sign in with an email outside the Workspace domain, only your personal calendars appear. Availability overlay (free/busy) is currently shown only for personal calendars; choose a personal calendar first if you need to see existing busy windows before booking.

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Adding a Follow-up Task

When you schedule a meeting from a personal calendar, the dialog includes a collapsible Follow-up task section so you can create a reminder task in the same step.
  1. Expand Follow-up task in the Schedule Meeting dialog.
  2. Check Create a follow-up task for this meeting. If your admin has enabled auto-create, this is on by default.
  3. Adjust the Due date — it defaults to the meeting date plus the org’s default follow-up days (typically 3).
  4. Optionally pick an Assignee from your organization. Leave it blank to assign the task to yourself.
  5. Click Schedule. The meeting is created on the calendar and the follow-up task appears in the assignee’s task list with a notification.
The follow-up task is created with priority medium and status open, and is linked back to the calendar event so you can trace it on the activity timeline. If the calendar push succeeds but task creation fails, you’ll see a warning toast — the meeting itself is still booked. The Follow-up task section is not shown when you choose the Organization Calendar option.

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Viewing Calendar Events

Synced calendar events appear in:
  • The activity timeline on contact/lead/partner detail pages
  • Calendar events are marked with a calendar icon indicator

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Managing Connections

  • Disconnect: Click the disconnect button on any connection card
  • Toggle Sync: Enable/disable syncing without disconnecting
  • Refresh: Connections sync automatically at your organization’s configured interval

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Permissions Required