Creating an event
You can create events for different types of objects:
- third-parties (customers, prospects, suppliers, ...)
- projects
- management objects (sales and purchase)
- other objects (maintenance contracts, cost assessment, phases, sub-phases, ...)
There are three types of events: tasks, appointments and notes. Tasks and appointments can be viewed from the employee’s schedule, in read-only mode only. To modify these events, double-click on the relevant schedule area to open the record sheets.

If an event is created from an Akuiteo module, for example the Purchase, People or Projects modules, the module's main information will be used.
The link to the event can be viewed from the Linked events tab in the record sheets of the linked third-parties or management objects.
To create a new event, open the Tools menu and select the event to create: New task / New appointment / New note.

1 | In the Details tab, enter the event's category and label/object. |
2 | Specify the Owner. By default, the employee associated with the connected user is automatically displayed. You can select a different owner if needed, for example if an appointment or event must be displayed in someone else's reminders. |
3 | Indicate if the event is linked to the help desk by checking the relevant box. |
4 | Fill in the dates and hours linked to the event: |
- date and due time to specify when a task must be completed as well as its state (the different states are set up in Akuiteo and match the Outlook's states: Not started, In progress, Completed, ...)
- appointment's start and end dates and whether it is a full day or not
- end date of a note's validity
5 | Enter the event's level of importance from the Priority drop-down list. For tasks, you can also select the state and the percentage of completion. |
6 | [Appointments and tasks only] Check the Callback box and specify a date and time for the reminder (demo reminder, prospect callback). The reminder date will be used in the Events dashboard. |
7 | Add a comment in the Notes field. |
8 | Link a third-party (employee, customer/prospect, supplier or another third-party) to the event by clicking on |
- Employee: code and name
- Customer/Prospect/Site/Contact: name of the company, site and contacts
- Supplier/Site/Contact: name of the company, site and contacts
- Other third-party: type (competitor, partner, and so on), name, site
9 | Link one of the following types of management objects by clicking on |
- sales: opportunity, quotation, order, etc.
- purchase: quote, order, etc.
- help desk: maintenance contract, issue, etc.
- other: internship, session, country

Depending on the event's level of confidentiality, you can indicate an accreditation level to view or modify the event.
1 | Click on the Authorization tab and indicate the accreditation level to be able to view the event: |
- Unrestricted.
- If you select Accreditation level equal to / higher than, you must specify a number between 0 and 999 in the Accreditation levels field, referring to the accreditation level specified in the user record sheet.
- If you select Allowed employees (not managed on the customer portal), you can specify the employees allowed to view the record sheet in the Allowed resources table.
2 | Select the relevant employees to add them to the list. |

This option enables you to create a new event record sheet from the content of a previous event. For example, it is possible to create an appointment from a note or a task.
- From the event, go to Edit > New event relating to the current event and select either task, appointment or note.

This feature enables you to modify either the content or the type of an event (appointment, task, note) without having to modify all the content.
- From the event, go to Edit > Modify > Convert to appointment / task / note depending on the event type.
- You can also access it by clicking on the arrow on the right of the
icon and select Convert to ...

1 | Go to Tools > Setup > General setup > Special parameters > Management rules. |
2 | Activate the V9_CONFID rule and save. |
3 | Go to Tools > Setup > General setup > Security > DMF management. |
4 | Activate the following DMFs: |
- 1701** DATA EVENTS *
- 170101 DATA EVENTS SHOW CONFIDENTIAL EVENTS
- 170201 DATA EVENTS NEW DEFAULT CONFIDENTIAL EVENT
The next event created will automatically be considered as confidential. You will also be able to view confidential events.

You can specify default categories to display in notes created from a schedule's appointment or an email.
To do so:
1 | Go to Tools > Setup > General setup > Cross-cutting > Event categories. |
2 | Open a category or create a new one. |
3 | Under the Additional information section, check the Default from the calendar and/or the Default from the emails boxes. |
4 | Validate. |
5 | Open a calendar and add an event. |
6 | Right-click and select Create a note. |
The category is indicated by default.
Two user preferences are also available from Edit > Preferences > General.
- Default category for the calendar
- Default category for emails
When creating an event, Akuiteo will check whether the user has set a customized preference. Otherwise, the default category will be used.