In Teamflect, you can efficiently manage instant calls using the Meetings module without cluttering your Outlook or Teams calendars. Here's a step-by-step guide on how to utilize this feature:
Accessing Instantly Scheduled Meetings
Navigate to a team member's profile using the "User Search" or the "My People" tab on the Home page.
Scheduling an Instant Meeting
Next to the team member's name, click the "New 1-on-1" button.
Choose the "Instant 1-on-1 (Not synced with Outlook)" option.
Setting Up the Meeting
In the pop-up window, specify the participant(s), meeting title, duration, and talking points.
Starting the Meeting
Click "Start" to initiate the dummy meeting in Teamflect.
Utilizing Meeting Features
Once on the meeting page, utilize the various sections to set the agenda, take notes, assign tasks, and upload attachments.
Important Notes
Instantly scheduled meetings won't appear in your Outlook or Teams calendars, keeping them clutter-free.
Your notes will be accessible within the Notes module for future reference.
You will see the instantly scheduled meeting on the other participant's Teamflect profile, even though it's not synced with Outlook.
Use Cases
Spontaneous Brainstorming:
Initiate dummy meetings for impromptu brainstorming sessions, encouraging creativity and collaboration.
Ad-hoc Training Sessions:
Conduct ad-hoc training sessions for new tools or processes, ensuring team members are equipped with the necessary knowledge.
Problem Resolution:
Address urgent issues or conflicts among team members by initiating instant calls within Teamflect.
Cross-Departmental Collaboration:
Facilitate collaboration between different departments by connecting team members for quick discussions.
Emergency Response:
Use dummy meetings for emergency response coordination, ensuring swift and effective actions are taken.