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HomeRingCentral MVP > Message
Desktop & web

Creating an event in the RingCentral app desktop and web

Last updated on June  14, 2022
Events are a way for you and your co-workers to keep track of what’s happening with individuals, within a team, and within the company. This can be useful in situations like checking when someone will be out of the office and unavailable.
 
When an event has been created, you can view and manage it:
  • Using the conversation details panel, 
  • Under the Events tab in a direct message, group conversation, or team conversation. 
  • Using the Events tab in the Workspace menu.
You can create an event in any of your conversations, including direct messages, group conversations, and team conversations. You can use any of the following methods if you’d like to create an event in the RingCentral app:
  • In the Workspace menu, create an event by hovering over the Events tab in the left pane of the Workspace menu and clicking the New event plus button.
  • In the Workspace menu, create an event by clicking All events, then click on the New event calendar icon at the upper right corner of the Workspace menu.  
  • In the Workspace menu, create an event by clicking Only events or All tasks and events under Calendar, then clicking the New event button.
  • In any conversation, create an event by clicking the New event calendar icon above the message field.

Creating events in the Workspace menu

  1. Go to Workspace in the left navigation bar.
  1. Click on the New event plus button that appears at the far right of the Events tab in the left pane.
  2. Select a team in the Team field.
  3. Provide a title for your event in the Event title field (required).
  4. Set the Start date (required) and End date (optional) of the event.
  5. Check the All day box if the event runs all day for the dates specified
    OR
    Set the Start time and End time of the event.
  6. If you want the event to repeat, select an option from the Repeat dropdown menu and configure the settings for the option you selected (optional).
  7. Type the location of the event in the Location field (optional).
  8. Select a color for the event via the Color tag setting (optional). 
  9. Click the paperclip icon to attach a file (optional). 
  10. Enter an event description in the field at the bottom of the window (optional).
  11. Select the Create button to finish creating the event.

Creating events in a conversation

  1. Go to Message via the left navigation bar.
  2. Select a conversation from the conversation list.
  3. At the bottom of the app, click the New event calendar icon above the message field to open the New event window.
  4. Provide a title for your event in the Event title field (required).
  5. Set the Start date (required) and End date (optional) of the event.
  6. Check the All day box if the event runs all day for the dates specified.
    OR
    Set the event Start time and End time.
  7. If you want the event to repeat, select an option from the Repeat dropdown menu and configure the settings for the option you selected (optional).
  8. Type the location of the event in the Location field (optional).
  9. Select the color you’d like to use for the event via the Color tag setting (optional).
  10. Click the paperclip icon to attach a file (optional). 
  11. Enter an event description in the field at the bottom of the window (optional).
  12. Select the Create button to finish creating the event.

Configuring an event

  • Event title: The title of the event.
  • All day: Check this box if the event lasts all day. This disables the Start time and End time settings.
  • Start date: The date the event starts. Click into the field to pick a date.
  • End date: The date the event ends. Click into the field to pick a date.
  • Start time: The time the event starts. Click into the field to pick a time.
  • End time: The time the event ends. Click into the field to pick a time.
  • Repeat: Use this option to specify whether you’d like the event to repeat. Click on the dropdown menu and select one of the following options: None, Every day, Every weekday, Every week, Every month, and Every year.
  • When: If you selected one of the options from the Repeat setting, this setting prompts you to choose for how long you want this event to repeat. Options include the following:
    • Forever: Select this option if you would like the event to repeat forever.
    • Ending on: Select this option if you would like the event to end on a certain date. Select the date you’d like to end on via the End date setting that appears to the right of this setting.
    • Ending after: Select this option if you would like the event to end after a specified number of times. Provide the number of times (with a max of 10 times) you want the event to repeat via the Times setting that appears to the right of this setting.
  • Location: If applicable, include the location where this event will occur.
  • Color tag: Give your event a color by choosing from the selection of color options. Default is black
  • Paperclip icon: Click to attach a file. 
  • Enter event description: Provide a description of the event in this field. Format your text using the markdown options that appear beneath this field. Emojis will be rendered after creating or saving the event if you use the letters and symbols associated with the emoji. For example, typing the characters: and ) will render a slightly smiling face emoji.

Viewing team events calendar

When you create an event, it appears in the message thread and shows the event name, event date and time (including whether it’s set to repeat), location, and description. You can view, sort, and filter through all events in a single place in the view of a calendar by day, week, and month. To see any of these events, you can either view it under the conversation details panel in a conversation or navigate to the Workspace menu.

Viewing team events in the conversation details

When a user creates an event in a conversation, in addition to finding that event in the message thread, you can also access all upcoming events created in that conversation.
  1. Navigate to Message via the left navigation bar.
  2. Select a conversation from the conversation list.
  3. Click on the More three-dot menu in the conversation details pane at far right, then select Events.
All events tab
If you’d like to view all team events in that conversation, including past events, click All events in the bottom right corner of the conversation details pane to view the team events calendar.
 
Events are ordered with the current or soonest upcoming events at the top of the list, and you can click on any entry to open and view its details.

Viewing team events calendar in the Workspace menu

The Only events or All tasks and events tab in the Workspace menu contains all the events created in your conversations, including direct messages, group conversations, and team conversations. At the top center of the right pane, you can select from the following type of views:
  • Day: Contains all-day events and all events for the current day with its time indicator. You can go to the previous or next day’s team events by clicking the left and right arrows at the top left side of the right pane. Click Today to go back to the current day’s events.
  • Week: Contains all your events for the current week with a time indicator at the left side of the right pane. The current day and its events are highlighted. On the upper right, you can customize your view by selecting Show weekends, Hide weekends, Start from Sunday, or Start from Monday.
  • Month: Contains all your events for the current month. The current day’s events are highlighted. On the upper right, you can customize your view by selecting Show weekends, Hide weekends, Start from Sunday, or Start from Monday.
Create event from All events tab
At the top of the right pane, to the right of the Today button, you’ll find two opposite-pointing arrows. If you’d like to see the events from the previous month, click the left arrow. The right arrow will take you to the events for the next month.
 
To view the details of the event, click on the event to open the Event detail modal window.

Finding an event in the Workspace menu

  1. Navigate to Workspace via the left navigation bar.
  2. Under Events on the left pane, select the appropriate tab associated with the event you’re looking for.
  3. Begin typing into the search bar at the upper right side. As you type, a list of results matching your search will appear on the right pane.
Event filter

Showing in a conversation

  1. Navigate to Workspace via the left navigation bar.
  2. Go to All events and locate the event by browsing through the list of events or by using the search bar at the upper right side.
  3. Hover over the event and click the Show conversation double chat bubble icon that appears at the far right.
Conversation bubble
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