Creating Meetings

You can create meetings. When you schedule a meeting, you become the meeting host.

Required access roles: If you have access to the parent of the meeting, you can create a meeting for it.

Before you begin: List the Meetings page for the required item. See Meetings Page.
See Also
In Other Guides
Bookmark Roots
  1. Open the required Bookmark Root or other parent item.
  2. In the navigation pane, click Meetings.
  3. Click Create New .
  4. Enter these details:

    Field Name Description
    Name A name for the meeting, or check Autoname to have the system generate a name.
    Type The object type: Meeting.

    If your company defined specific types of meetings, such as Board Meeting or Press Conference, click to select the type of meeting. If you choose a type other than Meeting, any additional attributes your company defined show after the attributes listed here.

    Meeting Type Select the meeting format.

    Your company may have defined specific types of meetings that show in the list.

    Subject The name all attendees will see for the meeting.
    Meeting Location Describe where the meeting will be held, such as the name of a building, conference room number or name. You could also enter "con call" if the meeting will be held over the phone.
    Context The name of the item, such as an issue or Bookmark Root, that the meeting is associated with.
    Description Describe the purpose of the meeting. You can provide a brief description of the agenda, presenters, or items attendees should have available during the meeting. The description is included in the notification that is sent to meeting attendees.
    Meeting Date Click to choose a date for the meeting.
    Start Time Choose the time you want the meeting to start for your local time zone. When attendees are notified of the meeting, the meeting start time is converted to their local time.
    Duration in Minutes Enter the estimated time that the meeting will last in minutes.
    Co-owners Click to select one or more other people who might also need to manage the meeting, such as adding attendees and editing the meeting details.
    Conference Call Number For online meetings, enter the telephone number that meeting participants will call to join the meeting.
    Online Meeting Instructions Type the steps that attendees must follow to join the meeting. You can include a URL link so that attendees can click the link to open their default Web browser and access the web page of the meeting provider.
    Conference Call Access Code For online meetings, enter the password or code that meeting participants must enter to join the meeting.
    Online Meeting Provider Type the name of the Web-based meeting provider.

  5. Click Done.

    To complete setting up the meeting, you can perform these tasks:

    When the meeting is completely defined, you need to promote it (see Meeting Properties Page) so that attendees are notified.