Schedule and Complete a Meeting

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A Meeting request is an invitation to other Deskflow Users to participate in a scheduled event.

Invitees check incoming Meeting requests in the Deskflow Diary (below Tasks) and either accept or decline the Meeting requests. When an invitation is accepted, the Invitee is added as a participant in the scheduled Appointment.

 

To Schedule a Meeting:

1.From the Diary screen or the Deskflow Toolbar, click Meeting. MeetingIcon . The Task Editor dialog box appears.

2.Click the Select Participant(s) icon to add Deskflow Users to the meeting.

3.Select one or more Users to be invited to the Meeting

4.Click the Link to Contact(s) icon

5.Select external contacts for the Meeting

6.Enter a Subject.

7.Type Details.

8.Select a Start Date and Start Time by clicking the Calendar.

9.Select a Duration.

10.Click Save and Exit.

 

Example: Deskflow Users (Meeting Participants) and External Contacts

Meeting Participants

 

To Perform an Action on a Meeting:

1.Right-click the Meeting reference

2.Select one of these options:

Change Start Date

View Status

View Details

View Thread

Complete

Complete for All

Delete

 

To Complete a Meeting:

1.From the Diary screen, right click on the Meeting. A pop-up list appears.

2.From the pop-up list, select Complete or Complete for All

3.Type the details.

4.Click the Create New Activity History check box.

5.Click OK.

6.Enter the Activity History notes.

7.Click OK.

 

NOTE: You can create a follow-up task, appointment, or phone call that will show a thread to this task. The follow-up task will have a line added in the Details of the follow-up task that says, Task as a result of "subject of the completed task". When viewing the thread of the follow-up task, appointment or phone call, the originating task will be listed in the thread.