How do you schedule Team, Weekly, and Quarterly meetings in Profit.co?

Category: General

You can now schedule OKR meetings to discuss the progress of the Team, Weekly and quarterly OKRs in Profit.co. You can schedule four types of meetings in Profit.co.

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

Note: To schedule a meeting you need to first enable the meeting from Settings. Only super users can access settings.

Step 1

Navigate to Home → Meetings from the left navigation panel.

Step 2

In the Meetings page, click on the + icon, you will find a drop down with the above-mentioned options. To know how to schedule a 1:1 meeting click here.

Step 3

Scheduling team, weekly and quarterly meetings are the same and they all follow the same steps. For instance, Let’s say that you want to schedule a team meeting, using search & select you can select the team with which you want to schedule a meeting as an individual user.

Also, you can set frequency for the meetings that you schedule with the preferred date and time.

Step 4

By scrolling down you can give a name for the meeting, you can add or use the existing Talking points that will be listed by default. Using Check availability you can go through the calendar of the teammates or users and can schedule a meeting based on the availability.

This is the check availability page, where you can select the date and time in the calendar.

Step 5

Once you click on the Schedule button, the meeting will be scheduled and listed under Upcoming Meetings.

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