Meetings

The calendar module for projects

The 'Meetings'' module in Projetly helps project users efficiently plan, schedule, and manage meetings with end customers and other stakeholders. This ensures seamless collaboration, clear communication, and effective project tracking within each project.

With this module, users can:

• Schedule one-time or recurring meetings within a project.

• Send calendar invites to participants.

• Set meeting agendas and attach relevant documents.

• Track upcoming and past meetings.

Add a Meeting

By default, the meeting module displays the schedules for the current day. All past and future meetings scheduled within the project can be viewed in the 'List View.'

Label	Description	Comments
Event Title*	Add a title for the meeting	For example, customer intro call, resource alignment, etc.
Required Attendees*	Add the list of users whose presence is essential for discussions and decision-making.
Optional Attendees	Add the list of users whose presence is optional, based on their availability.
Time*	Click on the start date & time and end date & time for the meeting.
Call Link	At this point of time, you can schedule a call on your preferred platform and add the link on to projetly to track the meeting.	We are currently working on integrating Projetly with Zoom and MS Teams to enhance the meeting experience.
Repeat	Select the meeting occurence (repeat or one-time occurence)
Location	Add the location where the meeting is scheduled to take place.	For example, main conference room, first floor conference room, etc.
Description	Add a small description about the meeting.	For example, resource alignment for AB Tech Onboarding Project.
Colour	Click and select a colour to code the schedule.

Click on 'Create Event' to save the event. It can then be canceled, edited, or deleted as needed.