Calendar

Plan, track, and organize all your activities.

The Calendar module in Zaris CRM simplifies task and event management with a complete scheduling system multiple views, quick add options, and customizable settings.

With this module, teams can:

Stay organized — Manage tasks, meetings, and events from one interface
Save time — Quickly add tasks or events without leaving the calendar view
Customize easily — Configure fields, workflows, and settings to match business needs
Improve collaboration — Share schedules, avoid conflicts, and keep everyone aligned
Track progress — Monitor deadlines with day, week, month, or agenda views

Multiple views

Switch between Month, Week, Day, and Agenda to see work the way you prefer.

Quick add

Create tasks and events in seconds they appear on the calendar immediately.

Customize

Fields, workflows, picklists, and calendar settings tailored to your business.

Calendar Overview - My Calendar

The main calendar shows projects, tasks, deals, and invoices as color-coded bars. Use Month, Week, Day, or Agenda views, navigate with Today and arrows, and add records from the header without leaving the grid.

Customize menu

Configure fields, workflows, and settings

The Customize menu opens layout, workflow, picklist, and calendar settings options for admins and power users.

Events Fields & Layout · Task Fields & Layout
Events Workflows · Task Workflows
Picklist Values · Calendar Settings

Quick Create Task - Add Task

Create tasks from the calendar with title, assignee, priority, due date, and more visible instantly on the grid.

Quickly create from any view (day, week, month, agenda)
Assign tasks to team members
Set deadlines and priorities
Tasks appear on the calendar immediately

Quick Create Event - Add Event

Schedule meetings, calls, and planned activities with participants, reminders, and time slots.

Schedule meetings, demos, and follow-ups
Add participants and assign responsibilities
Configure reminders and notifications
Events sync with the calendar view automatically

Calendar Settings

Personalize how your calendar works

Open Customize → Calendar Settings (or the dedicated Calendar Settings admin page) to align scheduling with your business.

Start of week & time format — First day, daily start time, 12/24-hour display
Date format & time zone — Regional preferences
Default views & durations — calendar view, call/event duration, activity type
Reminders & event status — Popup reminders and default status for new events
Hide completed events — Keep the calendar clean

Editing the Calendar Settings

Click Edit, update dropdowns and the hide-completed checkbox, then Save to apply team-wide scheduling defaults.

Why teams use Calendar

Stay organized from one scheduling hub

Stay organized

Tasks, meetings, and events in one interface fewer tools and fewer missed deadlines.

Save time

Quick add and customizable layouts mean less clicking and faster scheduling.

Improve collaboration

Shared visibility helps teams avoid conflicts and stay aligned on priorities.