Scheduling a Meeting
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You can use this feature to schedule a future meeting or a past meeting to record attendance in the PCC meeting management tool.
Log in to
Search for the required project.
Navigate to the Collaboration > Meetings tab on the left sidebar.
On the Meetings page, click Add Meeting.
On the next page, you can either schedule a future meeting or click the Past Meeting toggle button to add a past meeting.
Update the following details on the Schedule Meeting page:
You have the following three options to add participants to your meeting:
Guests: Add the name, email address, and other details of the participant, then click Add Meeting Participant button.
Committees: Click the Committees tab and select the required committee from the drop-down that you want to invite for the meeting.
Mailing Lists: When choosing a mailing list, members are imported a single time as individual participants. Continuous synchronization is not available as members are added, updated, or removed from the list. Only lists containing 200 members or fewer can be imported.
Before scheduling the meeting, Toggle ON these additional meeting settings:
Show in Public Calendar: Toggle ON to list this meeting on your organization’s public calendar so everyone can see it.
Restrict to invited users: Allow only the users you invite to join the meeting, ensuring privacy and limiting attendance to selected participants.
Let users join early: Allow participants to enter the meeting room before the scheduled start time, which can help them test their connection or get settled.
Record this meeting: Automatically record the meeting so you or others can review it later or share it with those who couldn’t attend.
Enable Zoom AI: Use Zoom’s AI features, such as live transcriptions or summaries, to enhance the meeting experience and capture important points.
Review the AI summary before publishing: Check and edit the AI-generated summary before sharing it with participants to ensure accuracy and relevance.
Where should users see the link(s) to AI summary? Choose where participants can access the AI meeting summary—either only in the PCC tool or both in PCC and their Individual dashboard.
You must select the correct to track attendance accurately, as it ensures correct reporting in the health metrics. Select Board
only for official board meetings.
You can also add yourself to the meeting by clicking + Add yourself to the meeting. You can remove the participant by clicking the delete icon.
A recurring meeting is indicated with icon.
The Host Key appears as a masked key when the meeting is within one hour of the scheduled time. You can click the icon to see the host copy and click the icon to copy the host key.