Managing Audio and Video Meetings in Trident (Windows)

Managing Audio and Video Meetings in Trident (Windows)

In this article, we will learn how the hosts and co-hosts can manage audio and video meetings. 
InfoNote: This article explores audio and video meetings in the Trident desktop app. Click here for the Zoho Cliq web app's help documentation. 

Initiating Audio or Video Meetings 

To initiate an audio or video meeting:

  1. Click open the group chat or channel.

  2. Click the Call icon in the chat box header.

  3. In the window that appears, toggle between Audio or Video depending on your meeting preference.

  4. Click the Permissions   icon to manage participants permissions. 

  5. Click the Edit icon or the default name to rename the meeting title.

  6. Click the Add Participants  icon if you want to extend the meeting invitation to additional members.

  7. Assign Co-hosts and Speakers if required.

  8. Click Start Meeting.



Start an Instant Meeting

To start an instant meeting from the Cliq homepage:

  1. Click Meet Now.

  2. Choose between Audio or Video Meeting to start the meeting.

You can invite participants or share the meeting link from the ongoing meeting. 


Notes:

  • By default, the person who initiates the meeting will be the host.

  • Only the host can rename the meeting. If they haven't, it will default to the group name with the date.

  • The host can also rename the meeting during the meeting. 

  • If you've scheduled a meeting from the Cliq web app, you can start the meeting from the meeting reminder in the chat box. 


Managing Meeting Permissions  and General Configurations

To manage meeting permissions:

  1. Click the Permissions icon.

  1. In the pop up that appears, alter the permission level as required.

The following permissions and general configurations are available:

 

Option
Description
Demonstration
Start Screen Share
When checked, co-hosts, organization members, and external members can share their screens.
Share Presentation
When checked, co-hosts, organization members, and external members can share presentations.
Access to meeting recording

Choose your preferred level of access to meeting recording:

  • Only the Host

  • Host and Co-hosts

  • All Participants

  • All Participants and Invitees 


Allow co-host to lock and unlock meeting
Enable this option to allow the co-host to lock and unlock the meeting. 

Let external users joining via public link skip the waiting room
Enable this option to allow external users to join the meeting instantly, bypassing the waiting room and host approval.
Allow guest users to chat
Enable this option allow guest users to participate in the chat during the meeting.

Reply Modes

Choose your preferred mode of reply:

  • Normal Reply: Standard reply mode.

  • Threads: Use threads for organized conversations


Gestures
Enable this option to allow users to react with gestures during the meeting.

Reactions

Choose the desired participant reaction level:

  • Basic: Limited reaction options.

  • All: All available reactions for participants during the meeting.



Notes
Note: The host can access these permissions during the meeting from Settings. 

Assigning Co-hosts and Speakers 

To assign co-hosts and speakers:

  1. Click the Co-hosts or Speakers button.

  1. Search for the participants name or email address.

  2. Click Done.


Scheduling an Audio and Video Meeting         

You can schedule Cliq audio and video meetings in advance for planned discussions. To schedule a meeting:

  1. Click the Plus  icon above the chat list.

  2. Select Schedule Meeting from the menu list.

  3. In the form that opens, add the title and choose which personal or group calendar you want to schedule the meeting in.

  4. Choose the date, time, and time zone for your meeting.

  5. Add the meeting location, participants, speakers, and co-hosts.

  6. Select the meeting type and mode. If required, you can add the agenda, links, attachments, and set a recurrence pattern.

  7. Click Permissions to configure meeting permissions.

  8. Click Schedule.



InfoLearn more about how to manage meeting permissions.  

NotesNotes:
  • After you schedule the meeting, you can edit and delete it from the Calendar module.

  • Meeting participants will receive the meeting invitation via email.

  • You can schedule meetings from the More menu of one-on-one chats, channels, and groups.

  • The admin can restrict permission to schedule meetings in channels and groups

Adding Participants, Co-hosts, and Speakers  

To add participants, co-hosts, and speakers:

  1. Click Participants in the schedule meeting form.

  2. Add participants from the list of users or select a conversation.  

  3. Click Co-hosts and add the users you want to assign as co-hosts.

  4. Click Speakers and add the users you want to designate as speakers.

  5. To remove any participant, co-host, or speaker, hover over the user's name and click the X icon that appears.

  6. Click Schedule.


Setting Up Alerts for Scheduled Meetings  

While scheduling the meeting, you can select how you want to receive meeting reminders. Here are the available alert types when scheduling a meeting.

Alert Type

Available For

Demonstration

Zia: You will receive timely reminders in the chat or conversation selected for the meeting.

Online Meetings and Face-to-Face Meetings

Remind via Taz: You will receive a meeting reminder via Taz based on the selected duration.

Face-to-Face Meetings only

 

 Scheduling a Meeting in a Foreign Time Zone         

To schedule a meeting in a foreign time zone:

  1. Click the current Time Zone in the schedule meeting form.

  2. Search for the desired time zone using the search bar and select it from the list of options that appear.

  3. Click Schedule. 


Using Meeting Features (For Host and Co-host) 

The following features are available only for the host and co-host.

Inviting Users

  1. Click the Invite icon in the toolbar.

  1. Select the user from the list of suggestions or search for the user in the search bar.

  2. Click Invite User.



Notes:

  • If you wish to allow external users who are not part of your organization to join, check the Allow External Users to Join option.

  • Select Copy Invitation or Copy Link to copy the invitation details for users to join the meeting.

Assigning Hosts and Co-hosts 

To assign a participant as host or co-host in an ongoing meeting:

  1. Click the More  icon present in the toolbar. 

  1. Click Participants in the menu list.

  1. In the participants panel that appears, click the More Options  icon. 

  2. Choose between Make Host and Make Co-host.



Notes
Notes 
  1. Only the host can assign participants as host or co-host. 
  2. When another participant is assigned as a host, the former host becomes a co-host. 

Locking an Ongoing Meeting 

The host and co-host can lock an ongoing meeting to prevent anyone else from joining the meeting. To lock the meeting:

  1. Click the More  icon in the toolbar.

  2. Click Participants in the menu list.

  3. Click the Lock  icon at the top.

Notes:

  • Click the Lock icon again to unlock the meeting.

  • The host and co-host can allow or reject a participant's request to join a locked meeting.

  • Participants invited by the host and co-host can still join the meeting. 

Recording a Meeting

The host and co-hosts can record an ongoing meeting by clicking the Record icon on the meeting toolbar. To stop recording, click the Stop Recording icon from the meeting toolbar.


Notes
Notes: 
  1. The host can also toggle on the Record Meeting for Everybody option before starting the meeting. 
  1. Recordings can be viewed in the Cliq web application > Files > Recordings.

Managing Participant Controls

  Bulk Controls 

The host and co-host have the following controls for all participants:

Controls

Description

Mute All

Mutes all of the participants

Unmute All

Asks all of the participants to unmute.

Ring All

Rings all of the users who are yet to join the meeting



Individual Controls    

The host and co-host can use the following options to manage an individual's permission while in a meeting:

Controls

Description

Unmute Participant

Unmutes the participant who is on mute.

Restrict Unmute

Restricts the participant from unmuting themselves.

Restrict Speaking

Restricts the participant's ability to speak.

Spotlight

Focuses on specific participants in a meeting.

Make Host

Assigns the participant as a host of the meeting.

Make Co-host

Assigns the participant as a co-host of the meeting.

Open Chat

Opens the chat window between you and the participant.

To access these options:

  1. Click the Participants icon in the toolbar.

  2. In the participants panel that appears, click the More Options  icon.

  3. Select the desired option.


Managing Participant Requests 

Participants can request the host for permission to screen share and speak during the ongoing meeting. The host can approve or reject such requests from Trident.

Request to Share Screen

To approve or reject screen share requests:

  1. Click the Requests icon on the meeting toolbar.

  2. Click Approve or Reject in the pop-up.

  3. The participant will be notified of your decision. 



Request to Speak

To approve or reject requests to speak:

  1. Click the Requests icon in the meeting toolbar.

  2. Click Approve or Reject in the pop-up.

The participant will be notified of your decision. 

 Ending the Meeting  

To end an ongoing meeting:

  1. Click End on the meeting toolbar.

  2. In the pop-up that opens, click End Meeting.



Assign Host and Leave

The host of the meeting can leave an ongoing meeting by assigning another participant as the host. To leave a meeting:

  1. Click End on the meeting toolbar.

  2. Select Leave Meeting from the menu list.

  3. In the pop-up that opens, select the participant you want to assign as the host.

  4. Click Assign and Leave.







        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            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







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG


                                    All-in-one knowledge management and training platform for your employees and customers.

                                              Create. Review. Publish.

                                              Write, edit, collaborate on, and publish documents to different content management platforms.

                                              Get Started Now




                                                                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


                                                                      • Desk Community Learning Series


                                                                      • Digest


                                                                      • Functions


                                                                      • Meetups


                                                                      • Kbase


                                                                      • Resources


                                                                      • Glossary


                                                                      • Desk Marketplace


                                                                      • MVP Corner


                                                                      • Word of the Day


                                                                      • Ask the Experts


                                                                        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 Demo

                                                                                                          Get a personalized demo or POC

                                                                                                          REGISTER NOW


                                                                                                            Design. Discuss. Deliver.

                                                                                                            Create visually engaging stories with Zoho Show.

                                                                                                            Get Started Now








                                                                                                                                  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