How do I add an event to the shared calendar?

Updated 1 week ago by Jennifer B.

Events can be viewed by all team members and their companies.
If you notified others of specific calendar events, an email will be sent to them with the event information. They will be able to add that event from the email to their external calendar (if they use one) for a more seamless and consolidated tracking system on their end. An email will go out to the event creator and an .ics file will be available for download.

Option 1

  1. Click Add calendar event in the Welcome card on your dashboard.
  2. Enter the event information.
  3. Select the claim participants you want to notify of the event.
  4. Click Create.

Option 2

  1. Click Calendar in your General Collaboration menu.
  2. Click Add event.
  3. Enter the event information. 
  4. Select the claim participants you want to notify of the event. 
  5. Click Create.

Option 3

  1. Click View calendar in the Calendar card on your dashboard.
  2. Enter the event information.
  3. Select the claim participants you want to notify of the event.
  4. Click Create.

For a brief overview, watch the Shared claim calendar video tutorial.


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