Skip to main content

Creating And Using Meetings

Plan meetings with your team and your clients where the work is, and everyone you invite gets an email invitation. Your meetings show on the Calendar page, on timelines and in Meeting Lists.

Adding A Meeting​

You can add a meeting from three places:

  • The Calendar page: Click a day or a time and select a meeting, or press ⌥ / Alt + M
  • A Timeline: Click a day in someone's row and select Meeting, or press ⌥ / Alt + M with the Timeline selected
  • A Meeting List: Hover + and select New Meeting, or press N with the Meeting List selected

Add the meeting's details and click Create meeting, and everyone you've invited gets an invitation.

A Meeting's Details​

The title, date, time and attendees are all a meeting needs. The rest helps everyone come prepared.

  • Cover: Hover Change cover and select Import file or Pick from inventory
  • Title, Date and Time: Required
  • Duration: 10 minutes, 20 minutes, 30 minutes, 45 minutes or 1 hour, or Custom to enter hours and minutes
  • Repeat: Does not repeat, Daily, Every weekday (Mon–Fri), Weekly, Every 2 weeks, Monthly on this date, Monthly on this weekday, Yearly on this date, or Custom…
  • Add to calendar: The calendar the meeting shows on
  • Location: An address or a link. Select one you've used before, or type a new one
  • Room: Not shown for an online location
  • Attendees: Required. Select people, or type an email under Or add by email and click Add
  • Description: The details or agenda
  • Attachments: Hover Add and select Upload file or From inventory
  • Note to attendees: A note for the invitation email

When the time is outside an attendee's working hours, you'll see a warning with their hours, so you can pick another time.

Emails Your Attendees Get​

Your attendees always know where a meeting stands, by email:

  • An invitation when you create the meeting
  • An update when you change it
  • A cancellation when you delete it, or one meeting of a repeating series

If you're offline, the emails are sent as soon as you're back online.

Changing A Meeting​

Open the meeting, change what you need, and click Update meeting. For a repeating meeting, select under Changes apply to whether the change is for Just this one, This and the ones after or The whole series.

A meeting synced with Google Calendar can be turned into an event or a task with Change To.

Deleting A Meeting​

Open the meeting and click Delete meeting. Your attendees get a cancellation email.

Tips​

  • Put the agenda in the description, so everyone can prepare
  • Check the working hours warning before you send an invitation to someone in another time zone
  • Cancel early, so people can plan their day