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Calendar Integration: Book Meetings

Book meetings with calendar integration, Google, Outlook, and Apple

Time to read: 5 minutes

 

NOTE: If you are looking to learn how to set up the calendar integration, see articles: Google Integration, Outlook Calendar, and iCloud Calendar

 

Main Takeaways: 

  • Create meetings on the fly with a quick one-click process from Tasks or from the Team view
  • There are two ways to create a meeting from a Task: You can choose Google calendar, Outlook or iCloud
  • When creating a team meeting, all the people in the team are added as attendants

 

Setting Meetings on a Task View  

Open any given task and click on the three-dot icon to see the different options

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Create Google calendar meeting

Step 1: Look at the bottom of the list in options, and click Create Google calendar meeting

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Note: You will be redirected to your Google Calendar 

 

Step 2: Add a title to your meeting

Note: The description of the meeting will automatically bear the Task name, and your guest will be added

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Step 3: Click Save

 

 

Create an Outlook or Apple calendars

Step 1: Look at the bottom of the list in options, and click Create calendar meeting

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Note: This will prompt a download of a meeting to your Outlook or Apple mail

 

 

Team Meetings

Step 1: In any given project's settings, go to options, and select team

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Step 2: Click on Create Meeting

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Step 3: Choose which calendar you want to use

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Note: All the people in the team are added as attendants and the event is called the project name with "team meeting" in the subject header.