Add virtual meetings to work

Add meeting links to new work items.

Overview

When you have configured virtual jobs with automation in the Meetings Configuration page, any job you create will automatically have a virtual meeting created when the job status becomes Ready, or on the status specified in the filter configuration. The virtual meeting being created when the status is Ready is the default behavior.

Add a virtual meeting to a work item

To add a virtual meeting to a work item, do the following steps:

  1. Create a job with an assigned contact or list of attendees and schedule it with a resource.
  2. Dispatch the job to the resource. When the resource accepts, the job status changes to Ready. Contacts, attendees, and resources will all be sent an email depending on the configuration of the extension. If you require assistance with email customization, speak to your Skedulo Customer Success Manager about creating a custom email template with your organization’s branding and preferred wording. When the job status changes to Ready, the job details page requires a manual refresh to display the meeting link.
  3. Resources can start jobs and complete jobs, as well as provide relevant notes and data the same way they would for any other job using the Skedulo mobile app. Resources can view the job on the Skedulo mobile app in the same way that other jobs appear, however the virtual meeting link is not available on the mobile app.
  4. Resources need to open their device’s calendar application to find the virtual meeting link and login information.
  5. All meeting guests can access the meeting via the meeting link. If applicable, passwords and other meeting details can be found in the meeting invitation email.