Add an Activity to Calendar

Adding activities to a calendar in Smackdab.ai offers several benefits, including:

• Improved Time Management

• Enhanced Customer Follow-Up

• Better Team Collaboration

• Automation and Reminders

Follow the steps below to add activities to your calendar:

How to Add an Activity

1. Open Calendar

   

2. Select Your Preferred Calendar View

   The Calendar will open in your previously selected view. You can change the view by selecting the drop down shown below at the top-right corner to choose a view that suits your scheduling preference.

You can choose from the following views:

• Month Views: Basic Month, Grid Month, Timeline Month

• Week Views: Basic Week, Grid Week, Planner Week

• Day Views: Day, Grid Day, Resource Day, Timeline Day

Tip:

• Use Planner Week or Timeline Views for a detailed time-based scheduling.

• Use Resource Day to view activities by team members or departments.

3. Click on a Date or Time Slot

   In any calendar view, click on the date or time slot where you want to add the activity.

   A pop-up window will appear with an Add Activity form.

4. Fill in Activity Details

   Enter the following information in the form:

   • Activity Type: Ex: Call, Meeting, Email

   • Title: Name of the activity (e.g., Client Meeting, Follow-up Call)

   • Date & Time: Adjust the start and end times if needed

   You can enter additional information to help keep you organized.

5. Save & Close

   Click on the Save & Close button. The activity will now be visible on your calendar in the selected time slot.

Adding activities to Smackdab.ai helps ensure no opportunity or customer touchpoint is missed!