Export Appointment to Email Calendar

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2 min read
Updated:

You can export your tasks to Google Calendar, Yahoo Calendar, iCal, and Outlook Calendar.

There are several ways to export a task or an appointment to a calendar in the system.

 

My Diary – List View

By default, the My Diary page is on grid view. To be able to export an appointment to your email calendar, click on the ‘List View’ icon .

saphyte change appointments view to list view
Grid View
saphyte appointments list view
List View

Click on the kebab icon to see the ‘Export to Calendar’ option.

saphyte export appointments to calendar

Click on ‘Export to Calendar’ and choose which calendar you would like your appointment to be exported.

saphyte export to calendar options
 

Appointments tab – Contacts/Deals Sections

Appointments are not only managed under the Team tab but can also be managed under the Clients Section (Leads/Prospects/ Customers/Companies) tab and Deals Section.

Under the ‘Appointments‘ tab, click on the kebab iconto see the ‘Export to Calendar‘ option.

saphyte appointments section from the contacts/deals sections

Click on ‘Export to Calendar’ and choose which calendar you would like your task to be exported.

saphyte export tasks to calendar