Editing Sync tasks to your calendar with Calendar Feed (section)

== Step-by-step instructions ==

Here’s a detailed guide on how to create a calendar feed and add it to your calendar client:

=== Creating a Calendar Feed ===

1. **Go to Deals > Calendar** on the left-hand menu.
2. Click the '''Add a New Calendar''' button.
3. In the '''Add Calendar''' modal that appears, enter a name for your calendar in the field provided.
4. Use the '''Tasks''' dropdown to select the type of tasks you wish to sync:
   - **All**: This option will sync tasks associated with both Deals and Contacts.
   - **Deals**: This option will sync tasks associated with Deals only.
   - **Contacts**: This option will sync tasks associated with Contacts only.
5. Choose the relevant '''pipelines''' for which you want to view tasks. You can select one, several, or all pipelines using the checkboxes provided. Note: This option appears only when you select a deal task or "All tasks."
6. If you are an Account Admin, a '''Task Owners''' section will appear, automatically selecting your name. This indicates that your tasks will be included in the calendar feed. You can also check the box next to other user names to include their tasks.
7. If you want to receive task alerts, check the '''Include Alerts''' box. This ensures any alerts you created for your tasks will also appear as calendar alerts in your calendar client.
8. Finally, click the '''Add''' button.

Once added, the calendar feed URL will be displayed on the Calendar page in your account.

=== Adding a Calendar Feed to Your Calendar Client ===

After creating the calendar feed, you can add it to your preferred calendar client:

1. From the Calendar page in your ActiveCampaign account, copy the calendar URL.
2. Paste the calendar URL into your chosen calendar client.

Please note:
- **Account Admins**: All tasks not marked as complete will display in your calendar.
- **Other Users**: You will only see tasks assigned to you that are not marked as complete.

For detailed instructions on adding a calendar feed to various clients, refer to these resources:
* [[https://help.activecampaign.com/hc/en-us/articles/115000661084|Google Calendar]]
* [[https://help.activecampaign.com/hc/en-us/articles/115000661164|Apple Calendar]]
* [[https://help.activecampaign.com/hc/en-us/articles/115000648670|Microsoft Outlook]]

If you use another calendar application, consult the app’s documentation to determine if it supports subscription calendars and how to add calendars to it.

=== Editing a Calendar Feed ===

You can edit your calendar feed properties anytime:

1. From the Calendar page in your ActiveCampaign account, click '''Edit''' next to the calendar feed you want to modify.
2. The '''Edit Calendar''' modal will open. Here, you can adjust:
   - '''Calendar name'''
   - '''Task type'''
   - '''Pipelines''' (only visible if "All" or "Deals" task type is chosen)
   - '''Task owners''' (visible to account admins only)
   - '''Enable/disable task alert'''
3. After making the changes, click the '''Save''' button.

Any modifications will automatically be reflected in your calendar without needing to re-add the URL to your calendar client.