Create and manage meetings | Zoho Sprints Help

Create and manage meetings

Zoho Sprints enables you to create meetings. You can schedule meetings, setup reminders, schedule recurring meetings, and track scheduled, ongoing, and completed meetings.

You can schedule both offline and online meetings. However, for online meetings you need to configure a cloud meeting service with Zoho Sprints.

Meeting views

The meetings are displayed as cards when in grid view and in a tabular format when in list view. The card and the table provide details about the meeting.
  1. Grid view provides details like the meeting name, sprint name, meeting type, time, location, participants, and date.
  2. List view provides the same details in a comprehensive table format.
Notes
Note:
  1. Timesheet can be accessed only when the module is enabled for your workspace within the Feature Preference settings. 
  2. Click the search icon and enter the meeting title to search for meetings.

Create a meeting

To create an offline meeting:
  1. Open the required project.
  2. Go to the Meeting module.
  3. Click the Schedule button.
  4. Select Offline Meeting. The creation form will appear.
  5. Enter meeting title, date, and duration.
  6. Select participants.
  7. Select the recurrence type and the number of recurrences.
  8. Select meeting type.
  9. Set a reminder.
  10. Specify your meeting agenda.

  11. Click the Schedule button. The meeting is added to the listing page under Scheduled meetings.
To create an online meeting:
  1. Open the required project.
  2. Go to the Meeting module.
  3. Click the Schedule button.
  4. Select Online Meeting. The creation form will appear.
  5. Enter meeting title, date, and duration.
  6. Select participants.
  7. Select the recurrence type and the number of recurrences.
  8. Select meeting type.
  9. Set a reminder.
  10. Specify your meeting agenda.
  11. Click the Schedule button. The meeting is added to the listing page under Scheduled meetings.
Learn more more meeting integration.

Edit meeting

To edit meeting details:
  1. Go to the Meeting module.
  2. Select the required meeting. The meeting details will appear.
  3. Make changes to the details.
  4. Click the Update button. The changes will be saved.
Notes
You cannot edit details of ongoing or completed meetings.

Delete meeting

To delete a meeting:
  1. Go to the Meeting module.
  2. Select the required meeting. The meeting details will appear.
  3. Click the delete icon on the right-side menu bar. A confirmation pop-up will appear.
  4. Click the Delete button. The meeting will be deleted.

Receive email notification for meetings

  1. Scheduled: When you schedule a meeting the participants of the meeting will receive an email. This email contains detailed information about the meeting so that the user will know what the meeting is all about.
  2. Reminder: The reminder emails are generated to the participants based on the Reminder and Recurring Frequency that you set while scheduling the meeting.
  3. Rescheduled: When the meeting is rescheduled, all the participants in the meeting will receive an email.
  4. Deleted: When the meeting is deleted all the participants in the meeting will receive an email.

How Zoho Sprints operates reminder emails?

Once the 'Daily Stand-up' is scheduled, a reminder is sent to the participants everyday. The recurring frequency will be set as 'Daily' and the No. of Occurrences will be the date in which the sprint gets completed, canceled, or deleted. After the sprint ends, the reminder mail is automatically stopped.