A scheduled meeting invites its attendees

What moves

Scheduling a meeting creates a video-call entry in Activities with the invitees and a reminder 15 minutes before, and the invitation carries Accept and Decline links. The Upcoming list in Meetings reads those entries back.

Before you start

• Meetings and Activities both in your plan
• The organiser may create calendar entries
• A Video call activity type exists for the company
• Meetings & Video and Activities in your plan
• Permission to create activities

Step by step

1. OrganiserMeetings & Video

   Opens Schedule, picks date, length, invitees with a role each and the room's rules, and creates the meeting.

   You see:The room exists and the invitees are on its list with their roles.

2. SystemActivities Workspace

   Writes a video-call entry for the same time with the room link and a reminder 15 minutes before, and sends each invitee the invitation.

   You see:Invitees see the meeting in their calendar.

3. InviteeActivities Workspace

   Accepts or declines from the invitation.

   You see:The response is recorded on the entry for the organiser to see.

4. InviteeMeetings & Video

   Opens the link from the invitation and joins.

   You see:The pre-join screen opens for the same room, with the role the organiser gave them.

5. OrganiserMeetings & Video

   Opens the meetings hub.

   You see:Upcoming lists the scheduled meetings read from the calendar, next to rooms opened ahead of time.

Related

• Activities Workspace
• Meetings & Video
• Calls, meetings and to-dos on a lead appear in the shared agenda
• Chat and poll results are kept on the meeting's calendar entry
• Compliance follow-up uses Activities
• A colleague is pulled into a record through a chat discussion
• A leaver's open work is handed to a colleague
• Connections between modules