An organiser invites attendees and collects their answers
Who is involved
| Role | What they do |
|---|---|
| Organiser | Schedules the meeting, adds attendees and watches the responses. |
| Attendee | Receives the invitation and answers Accept, Maybe or Decline. |
| Second attendee | Declines from the e-mail without signing in. |
Step by step
- Organiser
Schedules an activity of type Meeting with a time, a location or link and a reminder, and adds two colleagues as attendees.
What they see:The meeting is saved with each attendee marked as needing an answer.
- Attendee
Opens the invitation e-mail and clicks Accept, or opens the activity in the app and answers there.
What they see:From the e-mail, a confirmation page says You are going, and the meeting can be added to their calendar app.
- Second attendee
Clicks Decline in the e-mail on a phone.
What they see:A small page confirms the answer without asking for a password.
- Organiser
Opens the activity from My tasks.
What they see:Sees one accepted and one declined.
- Organiser
Cancels the meeting.
What they see:The attendees receive a cancellation that removes it from their calendars.
Who is told what
Each attendee gets an invitation (bell and e-mail with a calendar attachment) when added, a reminder before the start, and a cancellation if the meeting is called off. Quiet hours and digest settings can delay them.
Related
- Activities Workspace
- Notification Centre
- Meeting action items become to-dos for their owners
- Two colleagues discuss a record and schedule the next step
- A colleague is pulled into a record through a chat discussion
- Discussion and follow-ups on a rental record
- Discussion and follow-ups on bills, invoices and journal entries
- Team workflows