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Import a meeting

Employees, managers, and admins can import 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 Apps > Meetings > My Meetings.

If you are scheduling meetings for the first time:

Schedule and manage one-on-one meetings1-1

📒Note: This page appears only when no meetings are scheduled.

Prerequisites

Before creating meetings in Engagedly for the first time, it is recommended to connect your Google or Microsoft account to 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, link your Google or Microsoft account to sync meetings with your calendar.

If you have not connected your calendar, an alert appears at the top of the page after you schedule a meeting.

Navigate to Apps > Meetings > My Meetings.

  1. Click Connect now at the top of the page, or 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.  Open the drop-down and select a Google or Microsoft account.

     3.  Click Sign in with Google if you use Google Calendar, or click Connect if you use Microsoft.

     4.  Log in to your 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.

Import a meeting

You can import upcoming meetings from your connected calendar, but you cannot import past meetings.

Navigate to Apps > Meetings > My Meetings.

  1. Click Schedule at the top right and select Import from calendar.
  2. Open the drop-down to filter meetings by participants.
  3. Click the Calendar calendar (2) icon to select dates and view meetings for a specific period.
  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.
  6. (Optional) Select Import as One on One to convert the meeting into a one-on-one.

📒Note: This option is available only when the meeting includes exactly two participants.

     7.  (Optional) Select Enable notifications for all participants of the meeting.

📒Note: Participants can mute notifications, even when the organizer enables them while importing.

     8.  Hover over a meeting and click Import.

Create and import a meeting2

     9.  If the meeting is recurring, select This meeting or All upcoming meetings in this series as required, and click Import.

If you are the meeting organizer, you can manage the meeting and perform all available actions.

If you are a participant, you can perform limited actions, such as copying discussion points, syncing the meeting with your calendar, and exporting meeting details.

Learn more in Manage a meeting.

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