Project planning

Trying to keep your projects in order? Create a schedule and capture your takeaways for review.

Add your project’s meetings to your project tracker to keep your team on the same page.

To get started, copy this page by clicking this button 👉

Copy this page

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Next, connect your Zoom account by following these steps:

Clicking Options in the table.

Choose Zoom My Meetings from the Insert panel.

Select the appropriate date range then Sync now.

Filter your project’s meetings by right-clicking the meetings column > select Filter > Add filter > set a filter to Topic contains ‘your project’s name’ or the appropriate key word.

Project View of Zoom Meetings

Project View of Zoom Meetings

Connect your account to refresh data from Zoom.

Meeting

Start

Duration

Join

Summary

User Interview (Jessica)

7/14/2020, 1:00 PM

Join

➕ Add high point

User Interview (Sandra)

7/15/2020, 2:30 PM

Join

➕ Add high point

User Interview (Jacob)

7/17/2020, 3:00 PM

Join

➕ Add high point

No results from filter

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