Windchill Fundamentals > Collaborating with Others > Meetings > Creating a Meeting > Creating a Meeting
Creating a Meeting
If you have Windchill Desktop Integration installed, you can also create a meeting using Microsoft Outlook. For more information, see Scheduling a Meeting.
The context in which a meeting is set depends on the table you use to create the meeting. Certain actions might only be available depending on the Windchill solutions you have installed. For more information, see About Meetings.
1. Click the new meeting icon on the Meetings or My Meetings table toolbar.
2. In the New Meeting window, set the following attributes:
Define the meeting type:
Standard—A standard meeting is held in-person at a set location or through a teleconference.
Web-based—A web-based meeting is conducted online and powered by WebEx.
Enter a name for the meeting.
Date and Time
Click the calendar icon to navigate to the date you want the meeting to take place. Use the drop-down menu to provide a specific time for the meeting to start.
Duration (minutes)
Enter the expected duration of the meeting.
Teleconference Phone Number
Enter the number participants need to dial to call in.
Teleconference Information
Provide any supplementary information for participants calling in to the meeting, such as a passcode or the name of the conference call leader.
Meeting Location
Enter the room name or number in which the meeting is located.
This attribute is only available for standard meetings.
Meeting Password
Confirm Meeting Password
Enter the password required to enter the WebEx meeting. The password is included in the email notification sent to meeting participants.
These attributes are only available for web-based meetings.
Provide a brief meeting agenda that will be included in the body of the email notification sent to participants. You can also use this information to generate an agenda report. For more information, see Meeting Agenda.
Meeting attributes can be viewed on the meeting information page, and are also listed in the email notification sent to meeting participants. When you edit the details of an existing meeting, a notification listing the revised attributes is sent to the meeting participants.
Click Next.
If your site has security labels enabled, you might see the Set Security Labels step. For more information about setting security labels, see Setting Security Labels while Creating an Object.
3. Under the Select Participants step, you can select individual users, groups, and organizations to be invited to a meeting.
Click the add icon on the Meeting Participants table toolbar. For more information, see Finding Participants. Click Next.
4. Under the Identify Meeting Objects step, you can select Windchill objects as a point of discussion or as supplementary information for your meeting.
Click the add icon on the Meeting Objects table toolbar. For more information, see Finding Objects.
5. Click Finish to create the meeting.
When you create a new meeting, an email notification is sent to all participants displaying the meeting details and linking to the meeting information page.