Creating a Meeting

Introduction

Creating a meeting in PerformYard is simple and streamlined, allowing organizing discussions with ease. Whether you’re planning a one-on-one, project discussion, or brainstorming session, this feature enables you to set the name, time, and description. On the meeting workspace page, each meeting workspace participant has a green Add Meeting button at the top to create a meeting.

Items to include when creating a meeting:

• Name (Required): The name of your meeting.
• Start Date and End Date (Required): These represent the start and end dates of your meeting. 
  • Defaults to today’s date.
• Start Time and End Time (Required): These represent the start and end times of your meeting.
  • Time selections are available in 15-minute intervals throughout the entire day.
  • The Start Time will default to the nearest 15-minute interval based on the current time.
  • The End Time will default to the 60 minutes following the start time.
  • The drop downs are linked to each other and the selected date. If you choose the same start and end date, you can pick any available start time, and we’ll automatically show only future end time options. If you select different start and end dates, both start and end times will offer a full range of available times for the entire day.
• Description (Optional): A description for your meeting.
  • Please note, descriptions cannot exceed 2000 characters in length.
• Carrying over unchecked items from previous meetings: Carryover is the ability to bring forward any incomplete, unchecked action items or agenda items from the previous meeting to a meeting being created. Often, tasks or discussions are not completed due to a variety of reasons so allowing them to be carried over ensures they don’t get forgotten. By checking the box, we’ll bring any incomplete items from the previous meeting over to the meeting currently being created.
• Add Meeting to My Calendar: If your company has Calendar Integration enabled and you've linked your calendar in user settings, you have the option to add newly created meetings directly to your calendar. This will automatically send a calendar invite to the other participant and sync future meeting changes from PerformYard to your calendar. Meeting name, start date and time, end date and time, and description will all be used to create the calendar event. 
  • Important: Calendar integration is one-way only. Changes made in PerformYard will update your calendar event, but changes made directly in your calendar will not update the PerformYard meeting.
  • You'll be able to add a meeting to your connected calendar at anytime after creation.

Click Create Meeting to create your meeting. The new meeting will appear in the meeting list, and if you added it to your calendar, you'll see either the Google Calendar or Outlook icon next to it.