Introduction

Getting started

Walkthrough Guides

CafeX Apps

Workflows

Using CafeX Collaborate App

Reporting

Managing CafeX

Integrating CafeX

Security

App Studio

App Studio Components

Using CafeX Collaborate App

How to create a Meeting

Modified on Tue, 5 Sep, 2023 at 10:31 AM


  • To create a meeting in a selected workspace, click the Meetings tab from the top tabs.


https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/73040840493/original/96NX5_GVnvZltzy87uBfb8qgSuw7IZK6og.png?1674727617

Figure 1 Meetings

  • From the Meetings tab, click the https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/73040840479/original/vD_TgAkNUNNIbrnKs3ekloMBijc8ZCsEZg.png?1674727605button.


https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/73040840492/original/5IUeLLh7KWDwuR-RKTsqktnQ95WxUahi0Q.png?1674727617

Figure 2 Create a Meeting

  • The Create a Meeting popup will open. 
  • In the pop-up, give your meeting a title in the Add Title field. 


https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/73040840496/original/3E_yHFnTKe3zFn9SxogKJzI42-piWkyyJg.png?1674727617

Figure 3 Add Title

  • Use the From and To date/time selectors to set the start and end time of the meeting.


https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/73040840494/original/ZNsgniBzCEsjaOR78rHWhjYs2TSsSKtDMw.png?1674727617

Figure 4 From and To Date Selectors

  • Select the appropriate time zone for the meeting using the Time Zone dropdown.


https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/73040840488/original/Bx6Ytt0rbzmwqhWQOCX26HujWMzHpyeL7Q.png?1674727613

Figure 5 Time zone

  • If the meeting is recurring, choose the frequency using the Schedule dropdown.


https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/73040840497/original/-5RzJ7ZNXSXtYRkQGgDUahWf2LsXM7FDug.png?1674727617

Figure 6 Schedule

  • Provide a brief description of the meeting in the Description text box.


https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/73040840491/original/FKYuoS82P0Yd8_fClALoPneJ8jRhypRF1g.png?1674727616

Figure 7 Description

  • Select the workspace for which the meeting is scheduled using the Location dropdown.


https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/73040840495/original/c3HnUKHUEHWHEb-l6b6A6yP4vYdJpdP5xQ.png?1674727617

Figure 8 Location

  • Add participants using the Meeting Guests dropdown.


https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/73040840498/original/84NJQe71VogwLaAMgeZLiVtAZYbwBxmyTw.png?1674727617

Figure 9 Meeting Guests

  • After entering the details, click the https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/73040840480/original/7zkglru5qgEg6GjGMy9FBsHRgd8NejrVJg.png?1674727606button to schedule the meeting.


https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/73040840500/original/Z8WSpRJRbTFFjOTYeUv1mFyPs_CUReUqWA.png?1674727617

Figure 10 Schedule

  • This schedules the meeting and it is also appear in your calendar.


https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/73040840499/original/zzpVKUfui4nnnXNa3kMgsoQeULMtrKyUoQ.png?1674727617

Figure 11 Meeting

 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article