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Schedule ​

Introduction ​

The Horilla CRM Schedule Section provides users with an integrated workspace to manage all time-based activities within the CRM. It combines the Calendar and Activities modules to enable seamless scheduling, tracking, and organization of meetings, calls, tasks, events, and availability. Together, these modules ensure efficient time management, prevent scheduling conflicts, and maintain a 360° view of all customer and business engagements. With interactive views, color-coded displays, and linked record tracking, the Schedule Section empowers teams to stay organized, proactive, and productive.

1. Schedule Section Overview ​

Purpose: Provide a unified access point to view and manage all CRM-related schedules and activities.

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Access: Navigate to the Schedule section in the sidebar, which includes two sub-sections:

  • Calendar

  • Activities

Key Features:

  • Centralized control of all CRM activities and schedules

  • Seamless synchronization between Calendar and Activities modules

  • Support for multiple activity types (Task, Meeting, Event, Call, Unavailability)

  • Quick creation, editing, and tracking of activities from any interface

1.1 Calendar Module ​

Purpose: Manage all CRM-related activities in a visual, time-based calendar format.

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Access: Schedule → Calendar

Key Features:

Calendar Views ​

  • Month View: Displays all activities for the month in a grid layout.

  • Week View: Shows detailed scheduling for each week.

  • Day View: Focused display of a single day’s activities.

  • Year View: Provides a high-level overview of the yearly activity distribution.

  • Navigation tools: Today, Previous, Next buttons for quick navigation.

Activities and Preferences ​

  • Interactive, color-coded activity visualization for better clarity.

  • Supports multiple activity types — Tasks, Events, Meetings, and Unavailability.

  • Customizable color settings per user for different activity types.

  • Filters to display selected activity categories only.

  • Activities appear on their respective start and end times for clear scheduling.

Creating a New Activity ​

  • Add activities directly from the calendar using quick-add or full-form creation.

  • Once saved, the activity instantly appears in the selected view (Day, Week, Month, or Year).

Activity Detail View ​

  • Quick Detail Popup: Displays subject, description, assigned user, dates, and status.

    • Quick actions: Edit, Delete, Mark Complete, View Full Info

  • Full Detail View: Displays all activity fields with inline editing.

    • History tab for tracking changes and progress updates (e.g., Pending → Completed).

Unavailability Management ​

  • Users can mark themselves unavailable for specific dates or time slots.

  • Appears on the calendar as a dedicated activity type.

  • Optional notes allow users to specify reasons for unavailability.

Benefits:

  • Centralized scheduling for all CRM activities.

  • Flexible calendar views and color-coded clarity.

  • Improved productivity with quick creation and updates.

  • Prevents scheduling overlaps through unavailability tracking.

  • Enhances visibility by linking calendar activities to CRM records.

1.2 Activities Module ​

Purpose: Track, schedule, and manage all CRM-related engagements and follow-ups efficiently.

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Access: Schedule → Activities

Key Features:

Activities Overview ​

  • Displays all activities in a consolidated list format.

  • Search and filter capabilities for quick access to specific activities.

  • Key fields displayed: Subject, Type, Source, Related To, and Status.

  • Supports bulk actions: Edit, Delete, Export.

Activities Kanban Display ​

  • Visual board showing activities grouped by status (e.g., Pending, Completed).

  • Drag-and-drop cards to update activity status directly.

  • Cards display key information such as subject, activity type, and related record.

  • Interactive format to track progress more effectively.

Creating a New Activity ​

  • Click New to open the creation form.

  • Core fields include:

    • Activity Type (Task, Meeting, Event, Call, etc.)

    • Subject, Description, Source, Related Record

    • Status (Pending / Completed), Start Date, End Date, Location, Assigned To

  • Save to register the activity, visible in both List and Kanban views.

Activity Detailed Information ​

  • Details Tab: Displays and allows inline editing of all activity fields.

  • History Tab: Tracks every change, including subject edits, reassignments, and status transitions.

  • Status Tracking: Progress bar visually represents activity stage (e.g., Pending → Completed).

  • Update activity status directly from the detailed view.

Conclusion ​

The Horilla CRM Schedule Section provides an intelligent, unified solution for managing time-based CRM activities. By combining the Calendar and Activities modules, it enables users to plan, execute, and track all business interactions in one place. The visual interfaces, flexible views, and real-time synchronization enhance productivity, ensure accountability, and give teams complete visibility over all customer engagements. With its integration across CRM modules, the Schedule Section ensures that no meeting, task, or opportunity for engagement is ever missed.