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Add Events to Hubs

You can add Events to Hubs in order to document specific occurrences related to the Hub.

  1. From the Hub home page, navigate to the Events pane and click Add.

    A new window appears.

  2. Enter a name for the Event in the Event Name field.

  3. Select a status from the Event Status drop-down menu.

    This becomes the master Event status and controls whether the Event instances activate or display on a user's To-Do list.

  4. In the Due Date field, enter the due date for the first Event instance .

  5. Enter the Action Lead Days. 

    The Action Start Date automatically is calculated (the Action Start Date can also be entered, and the Action Lead Days field auto-populates).

  6. Select the Recurrence check box to mark the Event as recurring.

  7. Using the Responsible Group drop-down menu, select a group for the Event. Additionally, a user may be selected from the Responsible User drop-down menu.

  8. Optionally, enter an amount in the Estimated Cost field.

  9. Enter a description for the event in the Description field.

  10. Optionally, enter any additional information in the Facts/Details field.

    Fields marked with a red asterisk are required.

  11. When the form is complete, click Save.

    The event appears in the Events pane of the Hub home page.