Create a meeting
Go to Meetings and select Create meeting.
If you've created meetings before, iDeals Board will populate some of the details for you. The meeting name cannot exceed 200 characters.
Select the group you want to invite to the meeting. Find out how to add a group.
Select Add more participants if you want to add others that are not in the selected group.
Set the date, start time, and end time of the meeting.
The date can be any time in the future, including today.
The start time and end times are selectable in 30-minute intervals but you can type a different time.
5. If this is a video conference or hybrid meeting, connect your Zoom or Teams account and we'll add conferencing links to the meeting for you. To add a link to other conferencing software, paste the url in the Video conferencing link box or select the cog icon to configure the settings.
6. In the Add location box, start typing the address of the physical location of the meeting. Suggestions will appear for you.
7. Optionally, enter information for the participants.
8. Select Preview the invitation email to review and confirm the meeting details before you send it. (You can't amend the email itself but you can change the meeting details if something doesn't look right.)
9. Select one of the following:
Save as draft to save the meeting without sending the invitation.
Send invitations to save the meeting and send the invitations (with an .ics file).
When you send an invitation, attendees will receive an email and can also confirm the meeting directly from their chosen calendar. It will be visible straight away and will update automatically if the meeting changes.
Attendees can see who has been invited to the meeting but they can't view whether they have accepted or declined.
An ICS file is a calendar file saved in a universal calendar format used by several email and calendar programs, including Microsoft Outlook, Google Calendar, and Apple Calendar. Find out more about the iCalendar format on Wikipedia.
You can now create the agenda.