This feature simplifies the process of creating calendar events for projects, enabling seamless coordination with stakeholders through pre-populated meeting invitations.

Feature Highlights

1. Pre-Filled Event Details

   • Subject: Automatically set to the request name.

   • Event Body: Includes the request name, a direct link to the request, and details about the request’s route and step.

2. Participant Inclusion

   • Automatically adds users from the request’s user properties and the assigned decision maker to the Required participants field.

3. Complete Flexibility

   • Users can personalize:

     • Event subject and body

     • Required and optional participants

     • Meeting start and end times

4. Seamless Integration

   • Events are downloaded as ICS files, which can be opened in any email or calendar application for easy sharing and scheduling.

How to Schedule a Meeting

1. Open the request for which you want to schedule a meeting.

2. Click the context menu (three dots).

3. Select Create Event from the dropdown menu. Note that it can be named differently in your application.

4. In the pop-up dialog, you have two options:

   • Use Pre-Filled Details: If you simply want to gather the participants and the project link, you don’t need to make any changes. You can adjust the details later in your email/calendar application.

   • Customize Now: If desired, you can edit the subject, body, participants, and times directly in the pop-up.

5. Click on Download. It will be downloaded as an ICS file.

6. Open the ICS file in your email or calendar application to send the invitation.

Requirements and Restrictions

• Eligibility: Events can only be created for public requests that are not in the Draft approval state.

• Weissr Participants: Only users specified in the user properties of the request can be included as participants during event creation.

• Adding External Participants: Users outside Weissr must be manually added to the invitation using your email or calendar application