ℹ️ Currently available in beta. Enable access.
Regular meetings with direct reports and/or teams boost goal attainment, improve employee engagement, and enhance collaboration.
With meetings in Perdoo, we make it easy for managers and their direct reports to collaborate on talking points, keep track of action items, and exchange feedback. In other words, we'll help you have useful and engaging conversations. We also support multiple participants, so it's a great tool to utilize for your team and/or leadership meetings.
How to enable Meetings
ℹ️ This step requires Superadmin rights.
Check the box to turn on Beta access for Meetings > Save.
The Meetings feature will become available within the Perform section in your left sidebar.
How to create a new Meeting
Create a new Meeting with an integration with Google Calendar or Outlook Calendar
Head over to the Meetings icon in the left navigation bar.
Click on Calendar integration.
Set up Calendar Integration > Connect.
Select Google Calendar or Outlook Calendar.
Click Connect and then allow the integration.
Click Finish.
Pick from your existing meetings.
Perdoo will make suggestions for meetings that have at least two Perdoo users participating on the calendar event. It will also populate a list of all of your upcoming meetings in your Google or Outlook calendar where you can see if there is already an existing Meeting synched with Perdoo as well as how many participants are Perdoo users. Click Sync and it will connect.
IMPORTANT:
Only the Meeting organizer in Perdoo can integrate the meeting.
The integration runs 1x a day, so any changes you make in your calendar will be updated after the sync runs. You can also manually sync on demand if you want the change to be reflected immediately. Currently the integration runs one-way from your calendar into Perdoo.
The name of the meeting needs to exactly match the name of your calendar event in order for the integration to sync.
You can add an integration after a Meeting has already been created. The Meeting name in Perdoo needs to exactly match the meeting name in your calendar.
Create a new Meeting without a calendar integration
Head over to the Meetings icon in the left navigation bar.
Click the + Create Meeting (top-right).
Fill in the Title, select the Participants and choose the date.
Hit Save.
How to conduct a Meeting
Keep track of what's discussed and agreed upon in your Meeting by using the following features:
Talking points
Are automatically assigned to the typer.
Can be re-assigned (or unassigned) by clicking on the avatar.
Can be made recurring, by hovering and clicking on the 3 dot menu on the right side.
Recurring talking points will show up for every Meeting, regardless of whether the talking point is checked off or not.
Action items
Add and assign action items as they come up during the meeting, to ensure that they won't get lost.
Action items can be re-assigned by clicking on the avatar.
Action items can be assigned due dates by hovering to the right and clicking on the due date icon, to select the date that the item should be due.
Meeting Notes
Record notes, either shared or private, to record important details from your 1:1.
Contextual panel
Our contextual panel promotes useful and engaging conversations. For each user it surfaces:
Goals, where they are responsible
Progress reports
Kudos, recently given by peers
Scheduling Meetings
Scheduling the next Meeting
Once the Meeting is over, you can schedule the next Meeting by clicking + Schedule new Meeting. A calendar will pop up for you to choose the date and time.
Rescheduling a Meeting
To reschedule a Meeting, click the 3 dot menu beside the date and select Reschedule. A calendar will pop up for you to choose the date and time.
Editing Meetings
Editing a Meeting
To edit the Title or participants of a Meeting, click the 3 dot menu in the top right corner and select Edit Meeting Series.
Archiving a Meeting
To archive a Meeting, click the 3 dot menu in the top right corner and select Archive Meeting Series.
Deleting a Meeting
To delete a Meeting, click the 3 dot menu beside the date and select Delete. IMPORTANT: This action is permanent and irreversible.
Managing Meeting notifications
Meeting email notifications currently following your 1:1 meeting notification settings.
Need help?
Need a hand? Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.