Symbient Opta User Documentation
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Reopen Previously Closed Dashboard Widgets Live Chat with Your Organization Navigate & Search for Pages in the Menu See Your Upcoming Events for Today Update Your User Settings Enable 2-Factor Authentication New Header Icon
Create Customer Orders Add Items to Customer Orders Create an Invoice from a Customer Order Create Customer Order PDFs Search Customer Orders
Create Invoices Add Items to Invoices Capture Payments from Invoices Setup Repating Invoices Create Invoice PDFs Create Invoices from Customer Orders Search for Invoices
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Create Deposits Create Deposit PDFs Search Deposits
Create Expenses Create Expense Types Add Items to Expenses
Pay Bills
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Add Items to a Refund
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Create Buyer Personas Delete Buyer Personas Search Buyer Personas
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Add Quotes to Customer Deals Create Customer Deals Delete Customer Deals Search Customer Deals
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Create Customer Deal Stages Delete Customer Deal Stages Search Customer Deal Stages
Deals Dashboard Add Deals from Dashboard
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Create Personal Notes
Log Time
Create and Manage To-Do Lists
Create Plans Add Items to a Plan Modify Items on Plans Delete Items from Plans
Create a Category Add Fields to a Category
Create Inventory
Create a Product or Service Update Custom Fields on a Product or Service Add Inventory to a Product
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Create Milestones Add Tasks to Milestones Add Notes to Milestones
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Create Projects Add Versions to Projects Add Tasks to Projects Add Attachments to Projects Manage Folders for Attachments Add Notes to Projects
Create Tasks Add Attachments to Tasks Add Notes to Tasks View Related Tasks View Related Defects
Create Whiteboards Add Drawings to Whiteboards

How to See Your Upcoming Events for Today

Prerequisites: None Alternatives: None See Also: None



Symbient Opta provides multiple ways to keep track of what you have going on. One quick way to know what you have going on for today is by using the Upcoming Events tab on the right-side slide-out panel. This view lists all Calendar events that are scheduled for today.



  1. Log into Symbient Opta.

    Note: You can access Upcoming Events from any page in the application.

  2. Click on the left-pointing arrow displayed at the top-right corner of the page. This will expand a slideout window.
  3. Click the first (calendar) icon at the top-left of the slideout. There you will see "Upcoming Events".
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