Connect - Scheduling: Upcoming Meetings

This article is part of the Connect section.

Find all related articles here:

Connect

 

The diagram below shows the action buttons available within a meeting:

Creating Meetings

1. To create a meeting:
   
1. Go to the Scheduling menu.
   
2. Hover over Upcoming Meetings.
   
3. Click Schedule a Meeting.
   
4. Or click Upcoming Meetings, then the + sign on the right:
   
   

1. Choose an Attendee Type by selecting Development, Client, Purchase Account or Other. 
   
   
2. Choose the attendee from the drop-down that appears.
   
1. There is no drop-down list if you selected Other.
   
   
3. Add a Title for the meeting.
   
   
4. Select a Meeting Type.
   
   
5. Specify the Meeting Date and start time.
   
1. This field defaults to the current date and time.
   
2. Adjust them if needed.
   
   
6. Specify the End Date.
   
1. This field also defaults to the current date and time.
   
2. Adjust it if needed.
   
   
7. Click Create.
   

Managing Meetings

Unlike cases or tasks, meetings aren't assigned to a user or user group.

1. Meetings can exist on their own but they can also include cases and tasks.
   
1. Check the articles on:
   
1. creating and managing tasks, 
   
2. cases.
   
   
2. To delete a meeting, open it and click the red bin icon on the right.
   
   
3. To view meetings:
   
1. Go to the Scheduling menu > Upcoming Meetings
   
2. Sort columns using the arrows icon.
   
3. When a column is being sorted, a single arrow indicates the sort direction (ascending or descending).
   
   
   
   
   
   
4. To display additional meetings:
   
1. Toggle Show all users' meetings.
   
2. Toggle Show past meetings.
   
   
5. To view the details of a meeting, click View Meeting.
   
   
6. Make any changes and click Save.
   
   
7. Available action buttons within the meeting:
   
   
1. View Development / Client / Purchase Account - opens the CPL record for the selected attendee. Make sure you are logged into CPL for this to work.
   
   
2. Create Case - creates a case within the meeting.
   
   
3. Create Task - creates a task within the meeting.

The CPL window might not automatically come to the front. Click the CPL icon on your taskbar to bring it forward.

1. View and manage meeting cases on the Cases tab.
   
   
2. View and manage tasks on the Tasks tab.
   
1. Toggle Include Team or Include Archived to display additional tasks.
   
   
3. View and manage comments on the Comments tab.

Check your meetings for the current week on the Dashboard.

Use the My Calendar page to view and manage your meetings over different time periods. 

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