Create a Meeting

Creating a meeting in Voiset is simple and takes only a few clicks.

You must have at least one call provider connected (Google Meet, Microsoft Teams, or Zoom) to create meetings.

Meeting creation process

  1. Open the task creation form by clicking the plus icon in the menu or a specific icon on the site.
  2. Select the workspace. By default, the current workspace is already selected, and the event will be created there. However, you can choose any target workspace.
  3. Turn on the “Schedule a call” toggle.
  4. Choose the connected provider. By default, the primary one is already selected.
  5. Add a participant and time by clicking the icon next to Participants.
  6. In the open form, you should choose a participant and a time. The system suggests the best time to call. You can choose a user from your workspace or type an email in the field at the top. On the right side, set the call parameters: duration and date. Based on these parameters, the system suggests a time, but you can also set your own time.
  7. On the final step, click Save and then Create task. You may also add a comment to the call.

How events are created

Voiset creates the meeting on the selected platform and adds participant emails.

Key rule: The meeting event will be created in every workspace that is connected to a call provider.

Multiple workspaces

If you create a call in a workspace that is not associated with any call provider calendar, the system automatically creates two events. The first one is created in the target workspace. The second one is created in the workspace associated with the connected calendar.

For example:

If you have multiple workspaces connected to call providers, Voiset creates the meeting in all of them:

  • Workspace A is connected to Google Meet.
  • Workspace B is used only for managing work tasks.

If a user creates a call in Workspace B using Google Meet, the event will be created in both Workspace A and Workspace B.