Recording and completing events
Adding events to a company and a topic: date, title, content, responsible person, assignees, watchers, labels, completion and a text export.
In Events you record the events of a company's topics: what happened or what has to be done, who is responsible, who does it and who follows it. Completed events are marked in the list.
Adding an event
- Open Event → Events and click the blue + button at the top right (Add).
- Choose the company in Client Company, then the topic in Topic (the topic is optional).
- Enter Event date and Title in at least one language; put the details into Content.
- Choose the Responsible person and add the people involved to Assignees (to do it) and Watchers (e.g. owner).
- Type a label into Labels; a label that does not exist yet is created when you press Enter.
- Click Save at the top right. The message is "Success: You have modified events!"
Working in the list
- The filter works by name, Client Company GROUP and company, topic, completed or open, responsible person, watcher and label. Choosing a company group shows the events of all its companies.
- The green tick icon in a row (Mark completed) completes the event; on a completed event Reopen opens it again.
- Portal link in the header gives you a personal link to the event portal.
- Export list to text (e-mail) outputs the filtered events as text, grouped by company, topic, open and completed; only the top-level administrator sees it.
Without a company nothing is saved: "Warning: Please select a company!" Without a title: "Please fill the title in at least one language!"
Example
Under Sample Ltd.'s topic "Office move 2026", Anna Kovács adds the event "Terminate the lease", makes Péter Szabó responsible and the owner a watcher. When the lease is terminated, Péter Szabó completes it with the green tick.