Create and manage meetings in Project Manager

Meetings in Project Manager let you plan get-togethers, invite participants, prepare agendas, and document outcomes centrally.

Prerequisites
  • You're signed in and the Meetings module is enabled in your organization.

Create a meeting

  1. Create a new event in the calendar.
  2. Choose Meeting.
  3. Enter a name, date, and time.
  4. Choose participants.
  5. Set the location or meeting type.
  6. Choose the calendar.
  7. Save the meeting.

Location and online meeting

You can use a physical location, an online meeting, Google Meet, or your own meeting link.

Agenda

You can prepare an agenda with individual, checkable items for each meeting.

→ Create a meeting agenda

Attach files

Relevant files can be attached directly to the meeting.

Summary and transcript

After the meeting, you can add summaries and transcripts.

→ Summaries and transcripts

Automatically create actions

Project Manager can automatically derive follow-up activities from meeting content.

→ Automate meeting actions

Meeting chat and AI

Every meeting has its own chat available for participants. There, they can exchange messages, read summaries, and ask the AI questions about the meeting.

→ Meeting chat and AI

Organize meetings

Meetings can be sorted and organized into folders you create freely.

Keep reading

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Last reviewed on 2026-09-26