Set up a project for unlimited tasks and meetings
In this section, the general conditions of your project / undertaking are established. This information provides the foundation for all future meetings and tasks.
Find a descriptive and relevant project name that will clearly identify the project / undertaking to all participants.
Select „Automatically add meetings to calendar” to automatically create a calendar entry in your calendar application for all future meetings. iMeetingX will create a new calendar and manage it automatically.
All participants, who are involved in the project can be added to this list. Participants are added or deleted by pressing the + or – button respectively.
Use the „action” button to access the context menu. Select „Import Participants” in the context menu to import participants from the following application:
Create or delete distribution groups using the + or – button. The benefit of distribution lists is that you can later assign a whole group of participants to a meeting in just one step.
ToTo add participants to a group, select the desired participants and use drag & drop to assign them.
If a participant is deleted from a distribution group, they are only removed from the distribution group. Note, this participant will remain in the project.
In iMeetingX, the author is usually the person who plans and holds the meetings, add tasks and sends meeting minutes (for example, a project manager). iMeetingX also considers the author for some Smart Lists in the „Tasks” section, for example, for the Smart List „My current Action Items”. If the author is changed, the assigned tasks in the relevant Smart Lists will also change.
To define the author, use drag & drop to move a participant from the list into the intended field.
Meeting types are used in iMeetingX to analyze and specify different meetings.
iMeetingX already has a few predefined default meeting types. Use the + or – button to add or remove meeting types. Examples of meeting types include: Daily Scrum Meeting, Client Meeting, Department Meeting, etc.