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      2. Meetings Module
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      Create and import meeting

      Meetings are essential for fostering collaboration, alignment, and effective decision-making within an organization.

      Employees, managers, and admins can create meetings to ensure structured communication and seamless coordination. Additionally, they can import existing meetings from their calendar, streamlining scheduling and organization. This ensures that all important discussions are accessible within the platform, helping teams stay informed, aligned, and productive.

      Navigate to the Candy Candy box1 Box on the left pane and select Meetings.

      If you are scheduling meetings for the first time:

      • Click Schedule for one-on-one meetings.
      • Click Create for team meetings.
      • Click Import for importing existing meetings from your calendar.

      Scheduled meetings appear on the My Meetings page.

      If you already have meetings scheduled, follow the steps to schedule an additional meeting if required.

      Prerequisites

      Before creating meetings in Engagedly for the first time, it is recommended to connect your Google or Microsoft account to seamlessly sync meetings with your calendar. This integration ensures that your scheduled meetings are easily accessible within the platform, helping you manage your time efficiently.

      Contact our support team for calendar integration. After integration, perform the following steps:

      1. Click Schedule at the top right and select Import from calendar.

      Note: If you have already created a meeting, perform this step. If you are scheduling for the first time, click Import.

        2.   Click the Select Account drop-down and select an account.

        3.   Click Sign in with Google (if you are linking your Google account).

      Create and import meeting1

        4.   Select an account, click Continue, and then click Allow to authenticate your account with the calendar.

      Note: The meeting organizer’s email ID must match their Engagedly email ID to view the meetings they create in the Meetings module.

      Create meeting

      After authenticating your account, you can create meetings at any time.

      1. Click Schedule at the top right and select Meeting.
      2. Type the meeting title.
      3. In the Participants drop-down, search and select the participants.

      The meeting should have at least two participants. 

        4.   Set the event date and time.

        5.   Search and select the time zone.

        6.   Select the conference type.

      The following conference types are available:

      • Google or Microsoft Conference: Select if you have linked a Google or Microsoft account, respectively. This adds the calendar link automatically.

      Note: Connecting your Google or Microsoft account to the Meetings module allows you to view the corresponding Google or Microsoft Conference types.

      • Offline: Select this to schedule an offline meeting.
      • Others: Enter the conference links for platforms, like Google Meet, Zoom, or Slack.

        7.   Toggle the button in the Recurrence setup field to set up recurring meetings.

      Note: Follow steps 8, 9, and 10 only if you want to create recurring meetings.

      Create a meeting2-1

        8.   Set the number of recurrences in the Repeats Every field.

        9.   Click the drop-down and select daily, weekly, monthly, or yearly as required.

      If you select

      • Weekly: Select one or more days.
      • Monthly: Select the specific day or date to repeat the meeting.
       10.   In the Recurrence Ends field, select one of the following options:

      If you select

      • Never: The meeting continues indefinitely.
      • Ends By: Set the end date. The meeting ends a day before the specified date in Google Calendar
      • Ends After: Set the number of occurrences. The meeting ends after the specified number of occurrences.

      For example, if you set the occurrences to three, the meeting ends after three recurrences.

        11.   Toggle the Add meeting to calendar button to automatically sync all updates to your calendar.

      Note: You must integrate with Google or Microsoft Calendar to add meetings to your calendar. Refer to the Prerequisites section to learn how to connect your account.

        12.   Type the meeting description.

        13.   In the Notification Preference field, toggle the button to enable notifications for organizers, participants, or both and click Save.

      Note:

      • Steps 5 to 13 are optional.
      • Participants can mute the notification, even if it is enabled when creating the meeting.

      Create a meeting3

      After creating a meeting, you are directed to the meeting details page where you can add discussion points. Learn more in Add and manage discussion points.

      Import meeting

      You can import existing meetings, but you cannot import past meetings.

      1. Click Schedule at the top right and select Import from calendar.
      2. Click the drop-down to select the participants.
      3. Click the Calendar Master Component-6 Icon and select dates to view meetings for a specific duration.
      4. Click the Sort Sort Icon Icon and select I am the organizer or I am the attendee as required.
      5. Hover over a meeting and click Import on the right.

      Create and import meeting4

        6.   Select Enable notifications for all participants of the meeting if required.

        7.   If you import a recurrence meeting, select This meeting or All meetings in this series as required, and click Import.

      Note: This option is available only for recurring meetings.

      If you are the meeting organizer, you can manage a meeting if required. Learn more in Manage meeting.