Schedule Meetings | Online Help | Zoho Projects

Schedule Meetings

You can also schedule meetings from the calendar. To schedule meetings, you need to upgrade your Zoho Meeting subscription and activate the integration in Zoho Projects. Know more about Zoho Meeting Integration.

Schedule Meeting

  1. Click Calendar in the left navigation pane.
  2. Click on a date or click on the Add Activity button in the upper-right corner.
  3. Click  to view more options.
  4. Click on the Meeting tile (shown only with Zoho Meeting Integration).
  5. Select a Project.
  6. Enter the meeting Title.
  7. Enter the Agenda.
  8. Select participants in the Add Participants field.
    1. If you want to invite users other than the project/client users, click the External Users checkbox and enter their email IDs.
  9. Set a date in the Schedule it on field.
  10. Set a time in the Starts at field.
  11. Set a meeting Duration.
  12. Click Save.
    1. A meeting invite will be sent to all participants. Participants also receive a notification in Zoho Projects and the invite will be pushed to their Feed. Click Start Meeting in the email
  13. Click Start Now from your feed to start the meeting. You will be redirected to an AV interface for the meeting. (Users must install the Zoho Meeting application for the first time).
  14. Click Start Sharing to share your screen with participants.

You can also start meetings from the task details page. Learn more
You need to upgrade your Zoho Meeting subscription to access Zoho Meeting. Learn more

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Schedule Events

                                                                                                    Scheduling an event with your team will help you track the status of work. Say for instance, if you are approaching a milestone and you would like to know the status of the milestone, how many tasks are completed, how many are in overdue etc. then ...
                                                                                                  • Schedule Functions

                                                                                                    What is the Schedule Function? The Schedule Function allows you to execute custom functions based on a specified schedule such as hourly, daily, weekly, or monthly. This feature can be used for recurring actions, like generating monthly reports or ...
                                                                                                  • Zoho Meeting integration

                                                                                                    Online meetings are now just a couple of clicks away. Start an online meeting with our Meeting integration. Navigate to Zoho Apps under Integrations in your Zoho Projects setup and enable Zoho Meeting. To schedule meetings from calendar and task ...
                                                                                                  • View Events in Calendar

                                                                                                    Zoho Projects calendar displays on tasks, milestones, issues, and events for any time period. In addition, you can also delete the created project events. View Events To view all the project activities like the task, milestone, bugs, and events in ...
                                                                                                  • User Based Calendar

                                                                                                    The Calendar module in Zoho Projects supports filters to view data based on assignee or type or both. Select the criteria from the filter to view matching data. User Based and Type Based Calendar Click the Calendar tab in the left navigation panel. ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources