Working with Calendar Shortcut menus

Calendar shortcut menus enable you to schedule a new activity, or to work with scheduled activities. The shortcut menu options available vary depending on where the menu is accessed.

To schedule an activity, on any Calendar view, right-click anywhere except on an activity. See Using the calendar

The options available are:

Menu Option Description
Schedule Phone Call Displays the Schedule Phone Call window.
Schedule Meeting Displays the Schedule Meeting window.
Schedule To-Do Displays the Schedule To-Do window.
Schedule Personal Activity Displays the Schedule Personal Activity window.
Schedule Event Displays the Schedule Event window.

To work with a scheduled activity, on any Calendar view, right-click an activity. The options available are:

Menu Option Description
Open Activity Displays the Edit Activity window. See Modifying an activity
Complete Activity Displays the Complete Activity window. See Completing an activity
Delete Activity Deletes the activity. SeeDeleting an activity
Go To Used to access the detail view of any record associated with the activity.

To work with a completed activity, on any Calendar view, right-click a completed activity. The options available are:

Menu Option Description
Edit History Displays the History Detail window. See Viewing and modifying history items and notes

In an event, the options available are:

Menu Option Description
Open Event Displays the Edit Activity window. See Modifying an activity
Delete Event Deletes the event. See Deleting an event.