How to create a meeting ?

Introduction

Meetings are one of the important aspects of driving SAP Projects. There could be multiple ways, Events in KTern can be used. Various forms which events in KTern can take could be :

1. Meetings
2. Training Workshops
3. Solution Walkthroughs
4. Daily Standup Calls

1. Navigating

To add an event, perform the following steps:

1.1 If you are logged in within a Project, you can see a plus icon on the top bar as shown below:

1.2 Clicking on the plus icon, you will get the list of work item options – Task, Issue, Test Case, and Event. Click on the Event option.

2. Creation of Meeting

2.1 Clicking on the ‘Event’ option, the drawer will be opened to create an event as shown below:

2.1.1 Fill the form as per the recommendations given below:

      i. Event Name: Enter the event name. This field is mandatory.

      ii. Event Agenda: Enter the agenda of the event. This field is mandatory.

      iii. Event Date: Choose the event date

      iv. Start Time: Choose the start time

      v. End Time: Choose the end time

      vi. Participants: Choose the Participants of the event

      vii. Meeting Status: Choose the meeting status

           a.  Scheduled: During event creation, this status is selected by default. This denotes that the event is about to happen.

           b.  Started: When the event is started, this status is chosen.

           c.  Completed: When the event is over, this status is chosen.

      viii. Parent Name: Choose the Parent task under which this new event is to be linked up with. You can search for the Task ID / Task title.                                             KTern follows a strict Activate methodology, you require to link the new task with any of the activate tasks.

       ix.  Event Link: Enter the event link. E.g., Microsoft teams meeting link.

       x. Event Location: Enter the event location/Venue.

2.2 Click on Submit button to create a new event.

Explore about how to attach resources to a meeting.

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