Topic

Enter the name of the calendar event.

Type

Enter the type of the calendar event such as Call, Meeting, etc.

Owner

Enter the owner's name of the event.

Status

From the drop-down list, select the current status of the event, such as Planned, Held, or Not held.

Refer to type

From the drop-down list choose the category the To-Do item is related to: Account, Lead or Contact.

Refer to name

From the drop-down list choose the name of the related account, lead or contact. The options available in the drop-down list depend on the value selected in the Refer to type drop-down list.

Start Date Time

Enter the start date for the event.

Reminder Time

Enter the reminder time for the event in minutes.

Duration

Enter the duration of the event using HH:MM format.

Description

Enter a brief description of the task.