Configurations required for the Meeting module can be defined here.

Invitation List

Project meetings and Non-project meetings are conducted regularly in Project sites. Since a meeting will have large number of participants, entering the name of participants at the time of meeting creation is a time-consuming process.

There are cases in which the meetings are created without a project. Also, in smaller organizations, there will be designated people for organizing each type of meetings. In such cases, the invitee list will not be created under projects but assigned to the respective user’s personal settings.  

To address this requirement facility to create Participants List for non-project meetings from Personal Settings is available.

To create a participants list

1. In the Personal Settings window under Meetings click Invitation List.

Invitation List window is displayed.

2. In the window click Add.

Create Participants List window is displayed.

Figure: Create Participants List window

In the Create Participants List window enter value for the following fields.

List Name: Enter a name for the list.

Meeting Type: Select a meeting type from a drop-down list. This is not mandatory.

Meeting Sub Type: Select a meeting sub type from a drop-down list.

After entering list details next step is to add resources to the list. Work resources and External resources can be added to the list.

To add work resources

1. In the Work Resources section click Add.
2. Search User window is displayed. Search and select the resources from the window.

To add external resources

1. In the External Resources section click Add.

2. Add External Resources window is displayed. Enter the details for the external resource and click Save.

Added resources are displayed in the Create Participants List window.

3. After entering list details and adding resources click Save to create the list.

The created list will be available from the Meeting window.

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