Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Scheduling/SchedulingCalls/Agenda.htm

## Scheduling Calls and Activities in Agenda View

My Schedule's Agenda View displays calls and entries for each day in a list, enabling users to schedule calls one day at a time. On Browser, [Day View](DayView.htm) is available instead.

**Who can use this feature?**

* End Users — iPad, Windows
* [Scheduling Calls and Activities in Agenda View](#Scheduli)
* Users do not require an additional license

### Configuring Agenda View for

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature, ensure [[Configuring Call Planning](../../CPConfig.htm)](../../CPConfig.htm) is complete.

### Scheduling Calls and Activities in Agenda View as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

In Agenda View, calls and entries are listed for each day.

![](../../../../Resources/Images/SchedulingPlanning/CallPlanning/Copy of AgendaView1.PNG)

When users add information to the call report, relevant call information displays on the call entry in Agenda View—for example, call type, detailed products, account identifier, and call address.

![](../../../../Resources/Images/SchedulingPlanning/CallPlanning/Copy of Agenda2.5.PNG)

From the All Actions menu on each entry, users have a choice of context sensitive actions, for example, launching media for the call, viewing the account, or editing or deleting the call.

![](../../../../Resources/Images/SchedulingPlanning/CallPlanning/Copy of Agenda3Cropped.PNG)

#### Adding Calls or Time Off Territory

To add calls or Time Off Territory from Agenda View, select the plus icon in the My Schedule header, then select the appropriate option.

![](../../../../Resources/Images/SchedulingPlanning/CallPlanning/Copy of AgendaView4Cropped.PNG)

Selecting Add Calls displays [Week View](Week.htm), where users drag and drop the account onto the weekly calendar to schedule a call. The time of the call defaults to 8 AM and the duration defaults to 30 minutes.

![](../../../../Resources/Images/SchedulingPlanning/CallPlanning/Copy of WeekView.PNG)

### Related Topics

[Scheduling Calls and Activities in Day View](DayView.htm)

[Scheduling Calls in Week View](Week.htm)

[Scheduling Calls in Scheduler View](Scheduler.htm)