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Add IDP to the meeting
After creating IDPs, employees can add them to existing meetings to discuss them with their managers. They can also create new meetings to discuss their IDPs.
Navigate to Growth on the left pane.
Add IDP to the existing meeting
- In the All IDPs tab, click the Overflow Menu for an IDP that you want to add to a meeting and select Add to Meeting.
2. Click the drop-down to select the participants.
Note: By default, your name is added, as you are the meeting organizer and cannot remove it.
3. Click the Calendar Icon and select the date to import a meeting for a specific duration.
4. Click the Sort Icon and select the option I am the organizer or I am the attendee as required.
5. Hover over the meetings, click Select, and click Add.
Note: Adding IDPs to a discussion point in a meeting makes all details visible to all participants.
On the Select Meeting pop-up, click Create Meeting at the top right to create a new meeting.
By default, the IDP you selected in step 1 is added as a discussion point. However, you can remove it if required.
Create meeting
You can also create a new meeting to add IDPs as discussion points.
Navigate to Growth on the left pane, click Meetings at the top right, and select Create Meetings.
Note: You cannot create meetings without integrating with Google or Microsoft Calendar. Contact our support team for calendar integration.
Learn more in Create and import meeting.