Google Calendar Integration
Work can get hectic sometimes, so it’s important to stay organized. One way that the system can help streamline your busy schedule is by syncing up your Google calendar and task list with your system account.
To sync the calendars, you will need to go to the My Preferences page, which you can navigate to by using the left-hand menu and going to Home > My Preferences or by hovering over your name in the upper right corner and clicking on My Preferences. Then, under the Integrations tab, you will choose Google. On this page, you will click Connect, and then log in to your Google account.
The system will create a new calendar and task name in your Google account. The calendar name will be MagHub.
Note
This process does not sync up your email account with the system, just your calendars and tasks. To view documentation on connecting your email, see the Sending Direct Emails help center page.
Once your Google account is connected, you can add an appointment from either Google or the system, and it will show up on both calendars. To-dos created in the system will show up in your Google task list. You can also create an appointment or to-dos from various locations, including your Dashboard’s Agenda or Calendar widgets.
The event will show up in the Activity To-Do List, Calendar, and Agenda widgets in your Dashboard. You can navigate to your Dashboard by going to Home > New Dashboard.
The Activity To-Do List widget shows all of your appointments and to-do's in an easy to read list, and you will see the event you created in Google will also show up here.
The Agenda widget is similar to the Activity To-Do List widget but is more interactive. By clicking on the event, you can see details about it such as the name of the event, the time, any description or notes, and contact information. You can interact with all of the contact information. Clicking on the contact or company name will take you to their page in the system, and by clicking on the email icon you can send an email directly from the widget. You can also edit the event by clicking on the ellipsis icon on the right side.
The Calendar widget will show all of your appointments and to-do's in a calendar view. You will see your event show up on the day and time. Clicking on the event will prompt a pop-up on the right side of the widget that shows a more detailed view. It will show the name of the event, the time, any contact information, and any description or notes. You can interact with all of the contact information. Clicking on the contact or company name will take you to their page in the system, and by clicking on the email icon you can send an email directly from the widget. You can also edit the event by clicking on the ellipsis icon on the right side.