Creating & Managing Meetings

Learn how to create, configure, and manage meetings in your workspace.

Creating a Meeting

Quick Create

1. Click the + New button in the toolbar
2. Enter the meeting title
3. Set the date, start time, and duration
4. Add participants (individuals, teams, or entire organizations)
5. Optionally add an agenda in the description field
6. Click Create as Draft to save for later, or use Send via Teams / Send via Meet to schedule immediately

Meeting Details

When creating or editing a meeting, you can configure:

Field	Description
Title	A clear, descriptive name for the meeting
Agenda	Rich text description of topics to discuss
Date	The meeting date
Start Time	When the meeting begins
Duration	How long the meeting will last (15 min to 8 hours)
Timezone	The timezone for the meeting time
Participants	Who should attend (members, teams, or organizations)
Tags	Labels for organizing and filtering meetings
Settings	Options like Video Recording, Transcription, and AI Summary

Meeting Settings

Enable these options to enhance your meeting experience:

• Video Recording - Automatically record the meeting for later review
• Transcription - Generate a text transcript of the meeting
• AI Summary - Use AI to extract decisions and action items from the transcript

Working with Meetings

Editing a Meeting

1. Click on a meeting in the list to open its detail view
2. Or click the action menu (three dots) and select Edit
3. Make your changes and save

Most fields support inline editing - click directly on the title, description, or other fields to modify them without opening a separate form.

Duplicating a Meeting

Need to create a similar meeting? Use the duplicate feature:

1. Click the action menu (three dots) on any meeting
2. Select Duplicate
3. The meeting form opens with all details copied
4. Adjust the date, time, or other details as needed
5. Save the new meeting

Changing Meeting Status

Meetings progress through these statuses:

Status	Description
Draft	Meeting is being planned, not yet confirmed
Scheduled	Meeting is confirmed and on the calendar
In Progress	Meeting is currently happening
Completed	Meeting has finished
Cancelled	Meeting was cancelled

Change status from the meeting detail view or using quick actions in the table.