How to Create, View, Edit, and Delete Meeting Activity

This activity helps in logging phone call summaries to provide future context to your teams.

How to create a meeting activity

To create a meeting activity, follow the given steps:

1. Select either global Activity from the navigation panel or click Create Activity from the ticket’s activity tab.

2. By default, a task will be selected as the type of activity. Change the Task type to Meeting.

3. If an activity is created from a ticket detail page, the esteemed ticket and requester information will be auto-filled in the Ticket and Contact sections, respectively. If not, these sections will remain empty.
4. Since it is a meeting type, you should update collaborators, start time, end time, and time zone properly.
5. Status and priority are set by default to Open and Normal, accordingly.

6. After filling the required fields, click the Create button.

How to view and edit meeting activity

To view and edit meeting activity from the ticket’s activity tab,

1. Select the Preview option from the More menu or click the row.

To view and edit meeting activity from the activity module, follow the given steps:

1. Go to the Activities module.
2. Select an Activity ID on the grid or select the Preview option from the More menu.

How to delete meeting activity

Meeting activity can be deleted either from the activity detail page or from the ticket activity’s tab as illustrated in the following images,

Click the Delete option from the activity detail page.

(or)

Choose the Delete option from the ticket’s activity tab.