See Also: Scheduled Action Item Based on Specified Date; Scheduled Action Item Based on Date Field; Schedules; Create New Action Item; Create Dynamic Action Item; Create SQL Action Item; Create Email Action Items; Create Voice Action Items; Action Item Templates; Merge Module Action Items

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To assign specific contact(s) or Groups to a Schedule automatically creating Events related to those contacts, Drag & Drop the contact(s) and/or Groups from the Contact List to the date and time desired on the Schedule.

To assign Action Items to your created Events/contacts, Drag & Drop the desired Action Item from the Action Items Templates window to the Scheduled Events.: