How to see Meeting on your Dashboard

This article will cover details steps to know how to view Meeting on dashboard

Prerequisites

Step 1: Navigate to Meeting on Dashboard > Click on Meeting button

Step 2: This page will show All Meeting

Step 3: In order to sort the list as per your requirement, click on "Sort" button

Step 4: Filters can be set to narrow down the data as required by choosing options from the dropdown list

Step 5: In order to view all the meetings on dashboard refer to below image

Note: Once you have configured your Gmail/ Outlook Calender, you can use the "Join" meeting button as seen on UI

Related Articles
How to see Task on your Dashboard
This article will cover details steps to know how to view Tasks on dashboard What is a task in Kylas CRM? Prerequisites Permissions: Any user with permission to Read a Task Product Plans: Embark/Elevate Activities to be Completed: None Steps Step 1: ...
How to create a custom Dashboard in Kylas CRM?
This article covers the steps to be followed and the pre-requisites for creating custom dashboards in Kylas CRM. Prerequisites Permissions: Any user with create permission on Dashboards Module and read permission on Lead/ Contact/ Deal/COmpany/Call ...
How to set up Dashlets (Smart List / Reports)
There are currently 3 types of Dashlets supported in custom dashboards feature provided by Kylas CRM. They are: Smartlists Grouped Smartlists Reports This article covers the steps to be followed to set up custom Dashlet. Prerequisites Permissions: ...
What are different dashlets available in Kylas CRM?
There are currently 3 types of dashlets supported in custom dashboards feature provided by Kylas CRM. They are: Smartlists - This dashlet lets user choose the frequently accessed smartlists and place the same on the dashboard. Clicking on this widget ...