How to Configure Calendar Sync for Members in FieldTask?

Learn how to choose which CRM calendar FieldTask should use when bringing appointments into FieldTask as jobs.

Members of your Organization who are also present on your CRM Staff List may have appointments associated with multiple calendars.

FieldTask allows you to choose which calendar should be used when syncing Appointments into FieldTask as Jobs.

To configure Calendar Sync for a Member:

• From the left sidebar, go to Settings.
• Select Employee Settings.

The Employee Settings page contains several sections for managing Member and Job-related permissions.

• Scroll to the bottom of the page until you reach Calendar Settings.

Choose a Calendar for Each Member

The Calendar Settings section displays a list of your FieldTask Members.

Beside each Member, you will see a drop-down menu.

• Click the drop-down beside the Member you want to configure.
• FieldTask will display the calendars associated with that Member on the CRM side.
• Select the calendar you want FieldTask to use for syncing that Member's appointments.

Once configured, FieldTask can use the selected calendar when bringing the Member's CRM Appointments into FieldTask as Jobs.

Refresh the Calendar List

If you do not see a particular Member in the list, or if the calendar drop-down is not available for them:

• Click the Sync button in the top right corner of the Calendar Settings section.

FieldTask will refresh the section and update the available Member and calendar information from your CRM.

📌 Note: A Member must also be present on your CRM Staff List for their associated calendars to be available for Calendar Sync.