- How to schedule meetings ?
You can manage/schedule meetings effectively using Zoho projects.
Click on Meetings tab, Click the New Meeting button
You can fill in details:
- Meeting title
- Schedule
- Participants
- Reminders if required
A
notification about the meeting is sent to the members and if reminder is
configured, then a reminder can be sent to the participants well in
advance or on time.
- How to change/delete meeting schedules ?
To
change meeting schedules, you can use the edit/delete icons against
each meeting that is displayed when hover the respective meeting.
- How to set reminders about meetings/discussions to team members ?
Whenever a meeting is scheduled, mentioning its participants and time/date details, a notification is automatically sent to the
participants of the meetings immediately after a meeting is created.
You can configure reminders about a meeting by using the Reminder All option while scheduling a new meeting.
The reminders can be set for all the participants well in-advance or on time.
- How to add notes to a meeting ?
Once meeting(s) is/are scheduled, all the meetings will be displayed under the Meetings tab.
For
every meeting there will be a Add Notes link wherein users can add the
details/minutes of meetings/agenda for that respective meeting.
- How to edit/delete a meeting note
Once meeting note is added, Edit Note and Delete Note link will be displayed for every note.
Click the respective links to perform the respective actions.
- How to add a forum category ?
Under Forums tab, on the right hand side the set of Forum categories will be displayed.
Next to Forum categories Add link will be displayed.
Click to create new forum category.
- How to rename a forum category ?
On the right hand side, all the forum categories will be displayed.
On hover each forum category edit icon will be displayed.
Clicking on the icon a form will be displayed using which forum category can be changed.
- How to make a forum post ?
- Traverse to the forums tab
- click on New forum link
- Enter the topic, content and category of the post
- You can also attach a file for your post here
- How to add comments with attachments ?
Each forum post can be commented by other users.
Across each forum post there will be Add comment link. Click the link to post comments and attach files to that comments.
This is where people can ask question and posts comments either of you or other participants. Correct? How will you use this?
Yes, Forums Module of Zoho Projects is the place where project members can post questions and others can reply back to the questions & also add comments.
To know how to use the Forums module, check the video in below mentioned URL,
http://projects.zoho.com/html/Projects-Forums-Video.html#ProjectForums
Are there any plans to expand the Meetings Module of Zoho Projects to match features of Zoho Meetings service, especially the ability to schedule a Skype meeting?
@ maximusj
Ability to schedule Skype meeting from meetings module of Zoho Projects is not possible as of now.
We will analyze the possibilities of providing Skype meeting from Zoho Projects meetings module and if feasible will provide the same for Zoho Projects.
It seems that client users cannot see post detail in the Forum view. Their Dashboard view shows a truncated post under "Recent Forum Posts" and clicking on "More" jumps to the "Forums" view, which shows the subject of the post, the name of the poster and the date they posted. However, it does not display the post itself. Strangely, the client is able to see the content of the post if they click on the "Add a comment" link but of course they should not be required to do this.
I am using the Meetings function to schedule Events (since there doesn't seem to be a way of scheduling a recurring event), so for example, every thursday the cleaning crew comes to our building. I don't need an email about that.
Is there a way to not send a reminder about meetings? Or to not have to specify participants.
Also, you could add a function that allows scheduling a recurring meeting not just by date but by day of the week, such as, "Board Meeting on the third Tuesday of every month."
Is there a way to tailor the meeting time zone for the specific user, rather than using the default setting for the company? For example, meeting participants are in different time zones and there is no indication what the time zone is, let alone allowing it to be configured for the user's settings.
erin_elchemy,
As of now, its not possible to tailor meeting timezone for particular user.
Meetings can be scheduled as per the company timezone and not on the basis of individual user's timezone.This is because timezone can be set only for the Organization and not for the users.
We will consider providing this option in future as per the priority.
This comment is similar to addisonhoa's comment above. My team members do not want to receive an email when a meeting is scheduled and when the meeting is held for meetings that do not involve them. How can I turn off that feature? I only want the team members to receive an email when the event requires their attendance or involvement. Thank you!
jeannette.shaffer,
If a team member is not included as participant in a meeting, then that user will not receive e-mail notification regarding the meeting.
Apart from the meeting participants, meeting owner (who schedules the meeting) will also receive e-mail notification.
I want to post forums and documents without informing every user in a project. How do I chose only the pertinent users to get a notification?