Meeting settings are available in the Meeting Hub for users with the OKRify_Meeting_Admin permission set. Settings for the meetings provides administrators ability to manage the following settings
- Set default templates
Set default templates for 1:1 and team meetings. These templates will be the default templates if default templates are not assigned for the teams. Click here for information on how to assign default templates (1:1, team) for teams. - Enable Meeting Options
The following options will enable the following options for the meeting, the options will not be available for meetings if they are not enabled.- Create Salesforce Event for Meeting – This option will provide the ability to create Salesforce event for a meeting
- Enable OKRs – This option will provide the option for users to add OKRs to a meeting
- Enable KPIs – This option will prove the option for users to add KPIs to a meeting
- Repeat Meeting Settings
These settings will be used for repeat meetings- Days to complete meetings– The number of days before the next meeting the current meetings will be automatically completed if they are already not completed.
- Carry over General Items – Default for carrying over open general items from the current to the next meeting
- Carry over Action Items – Default for carrying over open action items from the current to the next meeting
- Carry Over Questions and Multiple Options– Default for carrying over open Questions and Multiple Options from the current to the next meeting
- Default Settings
The default settings for the meeting options, the enabled options will be the default selected options for the meeting.- OKR
- KPI
- Salesforce Event
Calendar Settings (Meeting Hub)
Go to Meeting Hub - Settings, under the Calendar Settings select the appropriate email provider and enter the email address from the Email Service setup.
