Events in Cinode help you track and manage all interactions related to customers, projects, candidates, colleagues, partners, and subcontractors. Tagging colleagues with @ sends notifications directly to their inboxes, and you can quickly schedule follow-ups or export your events list.
Tip: Keep events structured with titles, links, and formatted notes. Use mentions for accountability, and take advantage of Calendar Sync to avoid double-booking.
Event Types
Cinode supports four event types:
Call – record any phone calls
Meeting – schedule and track in-progress & completed meetings
Notification – save important updates or announcements
Task – remind yourself of customer-related to‑dos
Accessible via the Events menu or directly from entities like Projects or Contacts using the + Add options.
Adding Events
To a Project
Within a project card, click the three dot menu or open its Events tab, then select Add event. You can also add an event to a project through the project pipe view.
To a Customer or Contact
Navigate to Customers, select a customer, and open the Events tab. Click + Add, then:
Choose type, title and date
Link to a project or contact if needed
Write a description—use @ to mention colleagues
Assign a responsible person and set Visibility to Public or Private
Set status (e.g. planned, completed)
Use the three dot menu beside each event to Edit, Remove, or View details.
Event Tags
Tags can be added to events to keep them organised and easier to find. You can add and edit tags directly when creating or editing an event.
Adding and editing tags on an event
When creating or editing an event, look for the Tags field and select one or more tags from your organisation's tag library. Tags are created and managed under Administration. See Manage tags for more information.
Filtering events by tag
You can narrow down your event list by filtering on one or more tags. Use the Tag filter in the event list to show only events that match the selected tags.
Seeing tags in the event list and drawer
Event tags can be displayed as a column in the event list — enable the column via the column picker. Tags are also visible in the event drawer when you open an event, giving you a quick overview without having to enter edit mode.
Event Details
When creating or editing an event, you can add the following information:
Type: Choose from Call, Meeting, Notification, or Task
Title: Give your event a clear name
Tags: Add one or more tags to categorise the event
Related to: Link the event to a relevant area (e.g. customer, project)
Customer and Contact: Select the associated customer and contact person
From and To: Set the start and end time for the event
Description: Add details about the event. You can format text and include hyperlinks.
@Mentions: Tag a colleague by typing @ and selecting their name from the dropdown — they will receive an email notification.
You can also mention both a project and a person using the @ symbol to link the event accordingly.
Status: Set the current status (e.g. scheduled, completed)
Visibility: Choose Public or Private.
Private events are only visible to you and the person marked as Responsible.
Only Meetings and Tasks can have a responsible person.
Responsible: Assign responsibility to yourself or a colleague (for Meetings and Tasks)
Scheduling Follow-Ups
After saving an event, click "Add a follow-up to this event" to automatically open a new event window pre-filled with context from the original. Adjust details as needed and schedule the follow-up.
Using Mentions
Mention features enable smoother collaboration:
Type @ in the description to see a dropdown of colleagues and/or projects
Select a person—an email notification is sent
The mention also makes the event appear in that person's activity overview
Ideal for assigning responsibilities in tasks and meetings.
Formatting & Links
In the rich-text editor you can:
Apply bold/italic formatting
Insert hyperlinks
Add bulleted or numbered lists
Use these tools to make event descriptions clear and professional.
Calendar Synchronisation
If your plan supports it, integrate Cinode with Outlook, Exchange, or Gmail:
External events appear in Cinode
Meetings created in Cinode sync with your external calendar (and vice versa)
Invite guests directly from Cinode
Events can be linked to existing Customers, Projects, etc.
Note: cross-time-zone edits display in UTC on some calendar apps
See the Calendar Sync article for setup details.
Exporting Events
To export:
Go to Events from the main menu (or within a specific entity)
Scroll to the bottom of the list
Click the Export button
You'll get a CSV file with all event data for analysis or reporting.