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Adding Calendar Events

Adding Calendar Events

Use the Add Event button to track items such as details of telephone conversations, or to schedule a task, like writing a letter.

1 . SubjectSubject

Subject

Enter a Subject, or Topic for this new task.

2 . LocationLocation

Location

Enter a location where this is to occur, like "At their office", or you can leave it blank.

3 . Start / End DatesStart / End Dates

Start / End Dates

Enter the starting and ending date for this task if you want to keep track of the event in your calendar.

4 . RecurranceRecurrance

Recurrance

Enter the Recurrances.   Use the drop-down window to choose how often this is to reoccur.   For example, you might want to remind yourself to call a creditor in two weeks, or check your credit report every month.

5 . Description windowDescription window

Description window

Use the description window to add text describing the task, or you could use it to remind yourself of what was discussed the last time you spoke to a creditor.

6 . Save and CloseSave and Close

Save and Close

Remember to Save and Close the new Follow Up Note.

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