How do you schedule Team, Weekly, and Quarterly meetings for Corporate OKRs in ?

Category: General provides an option for users to schedule Team, Weekly, and Quarterly meetings.

Why this feature?

  • Meetings can effectively promote collaboration, facilitate decision-making, and improve communication among team members. 
  • has a Meeting feature exclusively for users to schedule Team, weekly, and quarterly meetings.

Note: Super Users can customize the home module and add the meetings menu to the left navigation panel.

Step 1

Navigate to CFR → Conversations →  Meetings from the left navigation panel.

On the Meetings page, click on the + icon, and you will find a drop-down with the options 

  • 1:1 meetings
  • Team meetings
  • Weekly progress meetings
  • Quarterly progress meetings

Step 2

For instance, let's create a new meeting.

Click on the option Meeting with and select Corporate. By adding other information, finally, click Schedule.

Related Answer Post

To learn more about the process of scheduling meetings, click here.

To learn how to schedule a 1:1 meeting, click here.

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