Create an event from the Quick Create button #
The Quick Create button is located on the header. It allows you to quickly perform your common use case scenarios.
- Click Create button.
This will open the Add event form page. - Complete the event form with information such as Title, Case, Start Date Time, End Date Time, Time Zone, Location, Owner, Participant(s), and the Description.
- Click the checkbox Synchronize with Google Calendar.
- Click Save.
If you have recently authenticated with your Google Account, it will automatically sign-in. Otherwise, it will open Google authentication pop-up windows. - Authenticate with your Google credentials.
This will create a new event in your Google Calendar for MyCase365 and send the meeting invites to all the participants. - You will be redirected to the calendar page.
Create an event from the Calendar page #
- Go to the Calendar page from the Left Side Navigation Menu.
- Click Add event.
This will open the Add event modal. - Complete the event form with information such as Title, Case, Start Time, End Time, Time Zone, Location, Owner, Participants, and the Description.
- Click the checkbox Synchronize with Google Calendar.
- Click Save.
If you have recently authenticated with your Google Account, it will automatically sign-in. Otherwise, it will open Google authentication pop-up windows. - Authenticate with your Google credentials.
This will create a new event in your Google Calendar for MyCase365 and send the meeting invites to all the participants.
Create an event from the Case details page #
Find the case you want to associate with the event.
Important! Learn how to perform a search for a case
- Go to the Calendar tab.
- Click Add event.
This will open the Add event modal. - Complete the event form with information such as Title, Case, Start Time, End Time, Time Zone, Location, Owner, Participants, and the Description.
The current case will be automatically selected. - Click the checkbox Synchronize with Google Calendar.
- Click Save.
If you have recently authenticated with your Google Account, it will automatically sign-in. Otherwise, it will open Google authentication pop-up windows. - Authenticate with your Google credentials.
This will create a new event in your Google Calendar for MyCase365 and send the meeting invites to all the participants.
Explore the MyCase365 Community #
Find what’s been asked and answered by MyCase365 customers and enthusiastic. Go to MyCase365 Community.
Contact our support #
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