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.

Why this feature?

Like Zoom, Google meets, Webex and other applications, Profit.co has built Meeting feature exclusively for users to schedule Team, weekly and quarterly meetings.

You can schedule four types of meetings in Profit.co.

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

FYI: 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.

 Meetings

Step 2

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

Add Meetings

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 the frequency for the meetings that you schedule with the preferred date and time.

Meeting with

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.

schedule

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

check availability page

Step 5

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

Upcoming Meetings

  • Also to know, how to schedule meetings with multiple teams and departments, click here.
  • To know how to schedule Team, Weekly, and Quarterly meetings for Corporate OKRs in Profit.co, click here
  • To know how to export talking points and tasks from the meetings, click here.

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