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, task and custom module's details page, you need to upgrade your Zoho Meeting subscription and enable the integration in Zoho Projects.

Available in all paid plans of Zoho Projects. A paid subscription of Zoho Meeting is required.

Use case

Zylker software solutions is a software development company that allows their employees to work remotely. They use Zoho Projects to manage their projects. When there is a need to conduct meetings with their employees, it can be tedious for them to manually invite each and every employee. To overcome this hurdle, you can integrate Zoho Meeting with Zoho Projects.

 

John, a team lead at Zylker software solutions has arranged a team meeting to discuss the client requirements and project goals with his employees. The team needs to work on the requirements and deliver the software as per the client requirements. The team lead sets an online meeting using Zoho Meeting directly from Zoho Projects after integrating Zoho Projects and Zoho Meeting. The team meeting can be added to everyone's calendar, and they can also set reminders.

 

You can schedule a team meeting with team members as in the screenshot below:

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

1. Navigate to Collaboration in the left navigation panel > Calendar.
   
2. Click on the Date or Time grid of the calendar or click Add Activity.
   
3. Select Meetings from the Menu.
4. Enter details and add Attendees.
5. Click Save.
   

 

Start or Schedule Meeting from Task Details Page

1. Navigate to the Task's details page.
   
2. Click on the Zoho Meeting icon ( ) on the right strip.
   
3. Select Meet Now, invite participants, click invite and start an instant meeting.
   
4. Select Schedule Meeting tab, enter details and save the meeting.
   
5. 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.
   
6. Click Start Meeting. You will be redirected to an AV interface for the meeting.
   
7. Click Start Sharing to share your screen with participants.
   
   

Start or Schedule Meeting from Custom Module Details Page

1. Navigate to the Custom module's details page.
   
2. Click  on the right strip.
   
3. Select Meet Now, invite participants, click invite and start an instant meeting.
   
4. Select Schedule Meeting, enter details and save the meeting.

• 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.