Create recurring meetings
Set recurring meetings or training sessions for your team from the Schedule tab. You can create daily, weekly, monthly, or yearly meetings.
Before you begin
Role required: sn_shift_planning.admin
Procedure
- Navigate to Workspaces > Manager Workspace.
-
Select the Schedule (
) icon.
- Navigate to +New > Meeting.
- Enter the title of the meeting in the Title field.
- Enter the name of the participants in the Attendees field.
- Enter the start and end dates of the meeting in the Start date and End date fields.
- Enter the start and end time of the meeting in the Start time and End time fields.
- Select the All day option if the meeting duration is for the entire day.
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Select one of the following options from the Repeats list.
Option Steps Does not repeat It is a one-time meeting only. Daily - Select a value in Repeat every field. For example, if you select 2, the meeting repeats every two days.
- Select a date in Repeat until field to select the date when the meeting series will end.
Weekly - Select a value in Repeat every field. For example, if you select 2, the meeting repeats every two weeks.
- Select the days of the week when you want the meeting to occur. For example, if you select Monday and Thursday, then the meeting occurs on Monday and Thursday every two weeks.
- Select a date in Repeat until field to select the date when the meeting series will end.
Monthly - Select a value in Repeat every field. For example, if you select 1, the meeting repeats every month.
- Select a day from the Monthly type list:
- Day of the month: The meeting occurs on the selected day of the month only.
- Last day of the month: The meeting occurs on the last day of the month.
- Last week day of the month: For example, if you selected a Thursday in the Start day field, the meeting occurs on the last Thursday of every month.
- Select a date in Repeat until field to select the date when the meeting series will end.
Yearly - Select a value in Repeat every field. For example, if you select 2, the meeting repeats every two years on the day you selected in Start date field.
- Select a date from Repeat until field to select the date when the meeting series will end.
- Enter some details and agenda about the meeting in the Description field.
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Select Save.
The meeting invite is sent to the participants selected in the Attendees field.
What to do next
You can view the meeting series on your team calendar. You can select the meeting invite on the team calendar and edit the whole meeting series or a particular meeting in the whole series.