Difference between revisions of "Adding a Meeting"

Users can create new meetings by two methods:

• Double Click on a day on the calendar, or
• Click the Add button in the top right corner.
  

Either method will display a Meeting detail screen.

• Type in the Topic.
  
• Select the Start Date / Start Time and End Date / End Time (required fields).
  
• Select a Topic and any other detail fields as necessary (optional).
  
• Click the Save button to display the Invitation options.
  

• Select Add Invitee to display a drop down list of active employees.
• Select the desired employee.
• Click the check mark to the right to add the employee to the Invitation.
• Click the No symbol to remove the employee from the Invitation.
  

• Select Add Invitees to open the Pick Invitees window.
  
• Check Boxes to select multiple employees, or
• Modify the filter to the right of the list (optional).
• Click the Apply button.
  

NOTE: Employees whose job title is connected to the Training Title will have boxes checked automatically.
Uncheck to remove them from the invitation if necessary.

All employees in the list will be part of the invitation.

• Select the Invite All Icon. This will check every box automatically.
• Click the Apply button.

The new meeting invitations Print Preview Page will open.

The new meeting appears in the Calendar view.