Manage meetings (Teams tool)
Add new meetings and edit existing meetings directly in Teams.
The meetings are shown in all views where shifts are shown in detail. A tooltip states the subject, time, location, and the agenda for the meeting.
NOTE A warning is shown if the meeting covers any non-overwritable activities for the selected participants. Change the meeting details or use the Move invalidly overlapped activity function to move the non-overwritable activities.
Prerequisites
- You have the Web > Teams permission.
- You have the Web > Meetings permission to add or edit meetings.
- You have the Global functions > View schedules permission.
Page location
WFM > Teams > Day view
NOTE If you don't see Teams in the menu, select Schedules and then click to switch back to Teams at the top of the page.
Procedures
Create a one-time meeting
- Select the agents to add a meeting for.
- Click Actions and select Add meeting.
- Enter a Title. This field is required to save the meeting.
- Adjust the start and end time and the date if needed.
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Select an Activity for the meeting.
EXAMPLE Create a meeting and select the “Team meeting” activity to clarify the purpose of the meeting.
The list of available activities contains the activities that are contract time but not connected to a skill. The selected activity is shown when looking at shift details.
- Enter a Location for the meeting.
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Add additional Participants by choosing sites, teams, or persons.
- Expand the sites and teams to find persons.
- The persons you select are shown in the Participants field.
- Click the X to exclude a person from the meeting.
- Enter a meeting agenda in the Agenda field. The agenda is visible to the participants.
- Enter an Internal note if needed. Internal notes are only visible for users with permission to use Meetings.
- Click Save.
Create a series of recurring meetings
NOTE The maximum length of a series of recurring meetings is one year from the first start date.
- Select the agents to add a meeting for.
- Click Actions and select Add meeting.
- Add the details in the same way as when creating a one-time meeting.
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Select a Recurrence and a pattern for the recurrence. The alternatives are:
- Every day to repeat every 1–10 days.
- Every workday to repeat on one or more selected days Monday to Sunday.
- Every week to repeat every 1–10 weeks and on one or several selected days Monday to Sunday.
- Every month to repeat every 1–10 months on day 1–31 of the month.
- Select which date the meeting series Ends.
- Click Save.
Edit existing meetings
- Select the meeting to edit.
- Click Actions and select Edit meeting.
- If this is a recurring meeting, select which meetings you want to edit.
- This instance—Update meeting details only for this instance. This instance will then no longer belong to the series.
- Entire series—Update meeting details for all meetings in the series, including previous instances.
- This and following—Update the selected meeting and all the following meetings in the series, but keep earlier meetings in the series as they are.
- Update the meeting with the new details.
- Click Save.
Delete a meeting
- Select the meeting to delete.
- Click Actions and select Edit meeting.
- If this is a recurring meeting, select which meetings you want to delete.
- This instance—Delete only this instance. This instance will then be deleted from the series.
- Entire series—Delete all meetings in the series, including previous instances.
- This and following—Delete this meeting and all the following meetings in the series, but keep earlier meetings in the series as they are.
- Click Delete.
- Click Delete again to confirm that you want to delete.
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