Scheduling a Customer Status Meeting

The Schedule Customer Status meeting type automatically populates the title of your meeting invitation with the Project Number, Project Name, and the meeting description. The meeting description is automatically populated with the standard Customer Status Meeting Agenda template. For a customer status meeting, all team members on the project are included as attendees. Note: The Project Manager specified in Preferences is never included in the recipient list.

Meeting types are configured in Plugins > Settings > Meeting and Email Types. See Outlook Integration for email and calendar setup.

To schedule a customer status meeting:

1. Right-click on the project in the Project List Panel.
2. Choose Schedule Meeting > [Customer Status meeting type name].

When using Office 365, the meeting invitation is drafted via the Graph API and works on all platforms. When using Outlook COM (Windows only):

1. Make Outlook the active application with Alt+Tab or click the Outlook icon in the task bar.
2. Edit your meeting time and contents in Outlook.
3. Click Send.