Meetings and your calendar

Plan meetings with calendar invitations and reminders, keep the minutes, and see your meetings and tasks in your own calendar.

Plan a meeting

On a project's Meetings tab (under More), click Plan a meeting:

• The title, the day and time (in the business's time zone), how long it lasts, and where - a room, or a video call link.
• The agenda.
• People on the project to invite (you are always in it), the project's clients, and guests by email - anyone else.
• A reminder: everyone in the meeting is told in the bell (and by email, if they want reminders) that long before it starts.

With Email the invitations ticked, everyone gets an invitation they can add to Google Calendar, Outlook or Apple Calendar in one click. Changing the time, the place or the people sends an update; Cancel the meeting sends a cancellation.

Minutes

Open Agenda & minutes on the meeting to write what was decided and who does what. Save and mark done closes the meeting. Past meetings are under Past.

Team only

When the project has clients, tick Team only for a meeting just for the team - clients are not invited and don't see it.

Your calendar

My settings > Your calendar gives you a private address to add to Google Calendar, Outlook or Apple Calendar ("subscribe" / "from URL"). Your Projects meetings and the due dates of your open tasks show there and stay up to date by themselves. Keep the address private; Make a new address stops the old one.

Meetings are in the Standard plan and above.