Category

How to Install and Configure Google Calendar in BoldDesk

Updated:

Google Calendar provides a comprehensive platform for managing schedules, organizing events, and receiving reminders for upcoming activities.

Integrating Google Calendar with BoldDesk enables support agents to synchronize activity tasks with their Google Calendar and manage them more efficiently. This integration improves task visibility, helps agents track deadlines, and ensures they stay organized throughout their daily workflow.

Key Features

  • Task Synchronization: Automatically sync activity tasks from BoldDesk to your Google Calendar. This ensures that all your tasks are visible alongside your other calendar events.
  • Event Management: Create, modify, or cancel events directly from BoldDesk. Any changes made will be reflected in your Google Calendar.
  • Reminders: Google Calendar sends reminders 15 minutes before an event, helping you stay on track and meet deadlines.

Prerequisites

Before installing the Google Calendar app, ensure that:

  • You have administrator access in BoldDesk.
  • You have an active Google account.
  • You have the permissions to manage apps in BoldDesk.

How to Install and Configure Google Calendar App

Follow the steps below to install the Google Calendar app:

  1. Navigate to Admin module > Marketplace.

  2. Search for and select the Google Calendar app.

    Google_Calendar_in_the_Market_Place.png

  3. Click the Install button to initiate the installation process.

    Install_Option_for_google_calendar.png

  4. In the Permission configuration tab, select the appropriate roles for access and click Save to apply the changes. Learn more on Managing App Permissions and Visibility.

    Google_calendar_configuration_page.png

Frequently Asked Questions

  1. What does the Google Calendar integration with BoldDesk do?
    The integration synchronizes BoldDesk activity tasks with Google Calendar, making it easier to manage deadlines, track assignments, and view upcoming tasks alongside existing calendar events.

  2. What tasks are synchronized between BoldDesk and Google Calendar?
    All activity tasks created in BoldDesk are automatically synced to Google Calendar and appear as standard calendar events.

  3. Does Google Calendar send reminders for synced events after its integration with BoldDesk?
    Yes. Google Calendar automatically sends reminders 15 minutes before an event begins, helping agents stay informed and meet deadlines.

  4. How do I install the Google Calendar app in BoldDesk?
    To install the Google Calendar app:

    • Navigate to Admin > Marketplace.
    • Search for Google Calendar.
    • Select the app from the search results.
    • Click Install to begin the setup process.
    • Configure the required permissions and save the changes.
  5. Will changes made to activity tasks in BoldDesk automatically sync with Google Calendar?
    Yes. Any activity task that is created, updated, rescheduled, or deleted in BoldDesk is automatically synchronized with Google Calendar, ensuring both platforms remain up to date.

Was this article useful?
Like
Dislike
Help us improve this page
Please provide feedback or comments
Comments (0)
Access denied
Access denied
Access denied
Access denied

No articles or sections found
No articles or sections found