To properly manage our customer commitments, how can we automate event creation so that an employee knows what they need to do for a given date?

Events are an extension of deadlines:

• deadlines are a planning tool: thinking about doing something in the future. For example, thinking about recurring tax and social declarations with an accountant;
• events are a memorization tool to keep track of various actions.

The articulation between deadlines and events follows the following principles:

• permanent customer deadlines (undated, i.e. without a specified year) allow you to automatically create dated events (which can be tracked as to their completion) according to the settings on the « Configuration > General Options », onglet « Events » page. Deadlines and events then live their lives autonomously, i.e. subsequent changes to permanent deadlines or corresponding events are free and without impact on each other.
• the deadlines by business (dated) generate events (capable of monitoring as to their achievement) in real time. The events are the reflection of the deadlines by business, i.e. the labels, dates and planned collaborators can only be modified via the deadlines by business. At the level of these events, only the actual dates and collaborators can be modified.