Zoho Meeting integration | Online help | Zoho Projects

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 details page, you need to upgrade your Zoho Meeting subscription and enable the integration in Zoho Projects.

Available in user based pricing plans. A paid subscription of Zoho Meeting is required.

Benefits

  1. Add meetings to your calendar and set up reminders.
  2. Start instant meetings with team members.
  3. Record meetings and view them later.

Schedule meetings from calendar and task details page

  1. To schedule meetings from calendar, click Discuss in the left panel and go to the Meetings tab and Click Schedule Meeting. Also, you can schedule meetings from the task details page, click Schedule Meeting in the Meet Now dropdown.

  1. Enter a title for your meeting and set an agenda.
  2. Select the date and time for your meeting.
  3. Select the participants for your meeting. 
    • If you want to invite users other than the project/client users, click the External Users checkbox and enter their email IDs.  

  1. Click  Save. A meeting link will be generated. You can share this link to let other users join the meeting. 
    • A meeting invite will be sent to all participants. Participants will also receive a notification in Zoho Projects and the invite will be pushed to their Feed.
  2. Click Start Meeting. You will be redirected to an AV interface for the meeting.
  3. Click Start Sharing to share your screen with participants.

Start instant meeting from task details page

Start your meetings instantly or schedule meetings from the task details page. 

  1. Navigate to task details
  2. Click Meet Now to start your meeting instantly.
  3. Enter the necessary details.
  4. Select participants from project users and click Send Invite.
    • 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.
    • A meeting link will be generated. Share this link to let other users join the meeting. 

  1. Click Start Meeting. You will be redirected to an AV interface for the meeting.
  2. Click Start Sharing to share your screen with participants.
  • The users can be a part of only one Zoho Meeting Organization. When you integrate Zoho Meeting with Zoho projects, the users who are already part of other organizations cannot be added.
  • Make sure Zoho Meeting integration is enabled before scheduling a meeting or starting a meeting. 
  • All user roles except Viewer and Follower can start a meeting. 
  • Participants can view a recording of the meeting from the feed and the meeting details page.

    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





                        Still can't find what you're looking for?

                        Write to us: support@zohoforms.com

                                                                       
                            



                            





                              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










                                                                                                • Related Articles

                                                                                                • Integration

                                                                                                  Do you support Office 365 integration? Yes, we do. You can import your Office 365 users to Zoho Projects at both project and portal levels. Learn More. Do you support CRM task integration? Yes, we do. You can add tasks in Zoho Projects and save it to ...
                                                                                                • Checklist for Zoho Projects

                                                                                                  The Checklist for Zoho Projects extension lets you create a set of instantaneous to-do lists for your tasks and issues in Zoho Projects. With this extension, you can create both checklists and templates that can be used for any of your tasks and ...
                                                                                                • Zoho Desk Integration

                                                                                                  Zoho Desk integration with Zoho Projects allows you to submit tickets as tasks and issues from within Zoho Desk. Before you begin: This integration requires users to purchase Standard or above plans of Zoho Desk and the Enterprise plan of Zoho ...
                                                                                                • Zoho Directory Integration

                                                                                                  Zoho Directory is an identity and access management software that allows you to authenticate and manage access provision to multiple products. Users can also manage third-party applications and enforce the organization's security. By integrating with ...
                                                                                                • Zoho Sprints Integration

                                                                                                  Teams working on a project either follow the waterfall or the agile model to manage their work. Some teams may require the traditional and other teams require an iterative model to deliver the tasks. Teams can better manage their project by ...
                                                                                                  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