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Bitrix24 On-Premise

Bitrix24Care

Create a new meeting

Bitrix24 provides you with a convenient tool for setting up meetings and briefings. Discuss work issues with colleagues, document discussion points, and ensure no questions or tasks are missed.

Check if this tool is available on your plan.
Bitrix24 pricing page

How to create a meeting

Go to Company > Time and reports > Meetings and briefings.

My plan includes this feature, but there is no Meetings and briefings tab

If you don't see the Meetings and briefings tab under Time and reports, it could be because this tool is disabled in your account settings.

To activate it,

  1. Go to the account settings and open the Tools tab.

  2. Expand the Company section.

  3. Turn on the Meetings and briefings option.

  4. Click Save at the bottom.

Click the New meeting button on the right.

Specify the topic, date, time, and duration of the meeting. Then select attendees and an administrative assistant who will be documenting the meeting. Also, define a location.

If you hold a meeting offline, reserve an available meeting room. If your employees work remotely, you can use video calls in Bitrix24 and hold a meeting online.

Add the meeting description and attach any files needed. You can also link the meeting to a workgroup or project.

Under Agenda, specify the issues that will be discussed during the meeting. You can add them from another meeting or task. For each topic, you can assign a responsible person, create a task, and set a deadline.

If you've linked a meeting to a project, tasks will also be added to this project.

All you have to do next is click the Create meeting button.

All attendees will receive a notification inviting them to the meeting.

Refer to this article for guidance on holding a meeting.
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