Event Types

Event Types in Consultia help you categorize and organize all time-sensitive activities in your consulting business. Each event type has specific characteristics, colors, and behaviors to make calendar management more efficient.

Overview

Event types provide a systematic way to organize different business activities, making it easy to identify and manage various types of events at a glance.

Screenshot: Event types configuration and management interface

Default Event Types

Proposals (🔵 Blue)

Purpose: Track proposal-related activities and deadlines

Screenshot: Proposal events in calendar with blue color coding

Common Proposal Events:

• Proposal Creation: When proposals are being created
• Client Submission: When proposals are submitted to clients
• Client Review: When clients are reviewing proposals
• Follow-up Date: When to follow up on submitted proposals
• Decision Deadline: When client decisions are expected
• Proposal Expiry: When proposals expire

Proposal Event Features:

• Automatic Creation: Events created when proposals are generated
• Status Tracking: Track proposal status through the process
• Reminder System: Automatic reminders for follow-ups
• Client Notifications: Notify clients of proposal status
• Expiry Alerts: Alert when proposals are about to expire

Purchase Orders (🟢 Green)

Purpose: Monitor purchase order lifecycle and approvals

Screenshot: Purchase order events in calendar with green color coding

Common PO Events:

• PO Creation: When purchase orders are created
• Approval Required: When POs need approval
• Approval Deadline: When approvals are due
• Delivery Date: When deliverables are due
• Project Start: When projects begin
• Project Completion: When projects are completed

PO Event Features:

• Approval Workflow: Track approval process
• Delivery Tracking: Monitor delivery timelines
• Status Updates: Automatic status updates
• Stakeholder Notifications: Notify relevant stakeholders
• Completion Tracking: Track project completion

Invoices (🟡 Yellow)

Purpose: Manage invoice creation and payment deadlines

Screenshot: Invoice events in calendar with yellow color coding

Common Invoice Events:

• Invoice Creation: When invoices are generated
• Invoice Sent: When invoices are sent to clients
• Payment Due: When payments are due
• Payment Reminder: When to send payment reminders
• Late Payment Alert: When payments are overdue
• Payment Received: When payments are confirmed

Invoice Event Features:

• Automatic Generation: Events created when invoices are generated
• Payment Tracking: Track payment status
• Reminder System: Automatic payment reminders
• Overdue Alerts: Alert for overdue payments
• Payment Confirmation: Confirm when payments are received

Payments (🔴 Red)

Purpose: Track payment activities and cash flow

Screenshot: Payment events in calendar with red color coding

Common Payment Events:

• Payment Due: When payments are expected
• Payment Received: When payments are confirmed
• Partial Payment: When partial payments are made
• Late Payment: When payments are overdue
• Payment Dispute: When payments are disputed
• Refund Processing: When refunds are being processed

Payment Event Features:

• Cash Flow Tracking: Monitor cash flow
• Payment History: Track payment history
• Dispute Resolution: Handle payment disputes
• Refund Processing: Process refunds
• Financial Reporting: Generate payment reports

Meetings (🟣 Purple)

Purpose: Schedule and manage client meetings and appointments

Screenshot: Meeting events in calendar with purple color coding

Common Meeting Events:

• Client Meeting: Regular client meetings
• Project Review: Project status reviews
• Proposal Presentation: Presenting proposals to clients
• Discovery Session: Initial client discovery meetings
• Follow-up Meeting: Follow-up discussions
• Team Meeting: Internal team meetings

Meeting Event Features:

• Scheduling: Easy meeting scheduling
• Invitations: Send meeting invitations
• Agenda Management: Manage meeting agendas
• Notes: Take and store meeting notes
• Follow-up Actions: Track follow-up actions

Projects (⚫ Black)

Purpose: Track project milestones and deadlines

Screenshot: Project events in calendar with black color coding

Common Project Events:

• Project Start: When projects begin
• Milestone Deadlines: Project milestone dates
• Deliverable Due: When deliverables are due
• Review Points: Project review meetings
• Project Completion: When projects are completed
• Post-Project Review: Post-project evaluation

Project Event Features:

• Milestone Tracking: Track project milestones
• Deliverable Management: Manage deliverables
• Progress Monitoring: Monitor project progress
• Team Coordination: Coordinate team activities
• Client Communication: Communicate with clients

Event Type Configuration

Customizing Event Types

Configure event types to match your business needs:

Screenshot: Event type configuration interface

Configuration Options:

• Event Name: Customize event type names
• Color Selection: Choose custom colors for events
• Icon Selection: Select icons for event types
• Default Duration: Set default event duration
• Reminder Settings: Configure default reminders
• Notification Rules: Set notification preferences

Creating Custom Event Types

Add new event types for specific business needs:

Screenshot: Creating custom event types

Custom Event Features:

• Unique Names: Create unique event type names
• Custom Colors: Choose from color palette
• Custom Icons: Select appropriate icons
• Business Rules: Define business rules
• Automation: Set up automation rules
• Integration: Integrate with other systems

Event Type Management

Event Type Hierarchy

Organize event types in a logical hierarchy:

Screenshot: Event type hierarchy and organization

Hierarchy Levels:

• Primary Types: Main event categories
• Sub-Types: Specific event variations
• Custom Types: Business-specific events
• System Types: System-generated events

Event Type Permissions

Control who can create and manage event types:

Screenshot: Event type permission settings

Permission Levels:

• View Only: Can view events but not create
• Create Events: Can create events of this type
• Edit Events: Can modify existing events
• Delete Events: Can delete events
• Manage Type: Can configure event type settings

Integration with Business Processes

Automated Event Creation

Events can be automatically created based on business processes:

Screenshot: Automated event creation settings

Automation Triggers:

• Proposal Creation: Auto-create proposal events
• Invoice Generation: Auto-create invoice events
• Payment Due: Auto-create payment events
• Project Milestones: Auto-create milestone events
• Meeting Scheduling: Auto-create meeting events

Workflow Integration

Integrate events with business workflows:

Screenshot: Event workflow integration

Workflow Features:

• Status Transitions: Track event status changes
• Approval Processes: Integrate with approval workflows
• Notification Chains: Set up notification sequences
• Escalation Rules: Define escalation procedures
• Completion Tracking: Track workflow completion

Best Practices

Event Type Organization

Naming Conventions:

• Clear Names: Use clear, descriptive names
• Consistent Format: Maintain consistent naming format
• Abbreviations: Avoid confusing abbreviations
• Categories: Group related event types
• Documentation: Document event type purposes

Color Coding:

• Intuitive Colors: Use intuitive color associations
• Consistent Scheme: Maintain consistent color scheme
• Accessibility: Ensure color accessibility
• Contrast: Maintain good contrast ratios
• Brand Alignment: Align with brand colors

Event Management

Event Creation:

• Standardize Process: Standardize event creation process
• Required Fields: Define required event fields
• Validation Rules: Set up validation rules
• Default Values: Use sensible default values
• Templates: Create event templates

Event Maintenance:

• Regular Review: Regularly review event types
• Cleanup: Remove unused event types
• Updates: Update event types as needed
• Archiving: Archive old event types
• Documentation: Keep documentation current

Troubleshooting

Common Issues

Event Type Problems:

• Missing Events: Check event type configuration
• Wrong Colors: Verify color settings
• Permission Issues: Check user permissions
• Automation Failures: Review automation rules
• Integration Problems: Check integration settings

Display Issues:

• Color Problems: Check color configuration
• Icon Issues: Verify icon settings
• Layout Problems: Check display settings
• Performance Issues: Optimize event loading
• Sync Problems: Check synchronization settings

Next Steps

1. Calendar View: Learn about Calendar Navigation
2. Automation: Set up Event Automation
3. Workflows: Configure Business Workflows
4. Reporting: Generate Event Reports

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Last updated: January 15, 2025 at 14:55 UTC

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