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      1. Help Center
      2. Meetings Module
      3. Employee

      Add and import meeting

      Employees, managers, and admins can add and import meetings to organize and coordinate discussions, share information, make decisions, and collaborate effectively with colleagues.

      Note: You must integrate with Google or Microsoft Calendar to add meetings. Contact our support team for calendar integration.

      Add meeting

      You can add meetings with anyone in the organization.

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

      Prerequisites

      If you are adding meetings for the first time, you must select an account.

      1. Click the Select Account drop-down and select an account.
      2. Click Sign in with Google.

      Create and import meeting1

        3.   Select an account, click Continue, and 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.

      Once you authenticate your account, you can add new or import meetings anytime.

      1. Click Add at the top right and select New meeting.
      2. Type the meeting title.
      3. In the Participants drop-down, search and select the participants.
      4. Set the event date and time.
      5. Search and select the time zone.
      6. Select the meeting type.

      You can view the following meeting types:

      • Offline: Select if you want 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: You can select any day or days.
      • Monthly: By default, the system considers the meeting date and day to repeat the meeting monthly. You can select either the day or date.

        10.   Select the option in the Recurrence Ends field.

      If you select

      • Never: The meeting never ends.
      • Ends By: You must set the end date. The meeting ends a day before the end date in Google Calendar and on the same date in Microsoft Calendar.
      • Ends After: You must set the number of occurrences. The meeting ends after the set number of occurrences. For example, if you set the number of occurrences to three, the meeting ends after three recurrences.

        11.   Toggle the button to add the meeting to your calendar, which will automatically sync all updates.

        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 4 to 12 are optional.
      • Participants can mute the notification, even if it is enabled when creating the meeting.

      Create a meeting3

      Import meeting

      You can import a meeting into the Meetings module, which you have created in the calendar.

      Note: You cannot import past meetings.

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

      1. Click Add 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 the date to import a meeting for a specific duration.
      4. Click the Sort Sort Icon Icon and select the option I am the organizer or I am the attendee as required.
      5. Hover over the meetings and click Import.

      Create and import meeting4

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

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