1 - To access the obi® Meetings module, select "Meetings" from the Project Management module on the left-hand side of the screen.
2 - Locate and click the Schedule a Meeting button in the top-right corner of the screen from here. This is for scheduling a future meeting and allowing the system to send a calendar invitation to all attendees.
3 - It will take you to the meeting schedule page, where you will be prompted to enter your meeting type and template, set a reminder, and enter meeting details such as date, time, location, and duration.
4 - You will also need to provide a title and a list of attendees. All users added to the project directory will be included in the drop-down attendee list.
5 - You will also find the meeting section heads and agenda that were added when you created your meeting template. You can still add more information to your meeting agenda and attach files if necessary.
6 - After you have completed all of the details, please click Schedule and Distribute. The system will send a Microsoft Outlook calendar invite to all users on your attendee list, and your meeting will be added to the meetings log.
If we have integrated Microsoft Teams with your organisation account, the system will automatically send a Microsoft Teams invite directly from your calendar when you select an online meeting.