The Zoho Meeting integration lets you start or schedule online meetings from inside Zoho Projects. To schedule meetings from the calendar, from a task's details page, or from a custom module record's details page, you need a paid Zoho Meeting subscription and the integration enabled in Zoho Projects. The newest addition is that you can now start or schedule a meeting straight from a custom module record.

Turn the integration on

In your Zoho Projects setup, go to Integrations, then Zoho Apps, and enable Zoho Meeting. Make sure the integration is on before you schedule or start any meeting.

Benefits

1. Add meetings to your calendar and set reminders.
2. Start instant meetings with team members.
3. Record meetings and watch them later.

Worked example: a remote software team

A software company with remote staff manages its projects in Zoho Projects. A team lead wants to discuss client requirements and project goals with the team, and inviting everyone by hand is tedious. After integrating Zoho Meeting, he sets up the online meeting straight from Zoho Projects. It appears in everyone's calendar, and people can set their own reminders.

Schedule from the Meetings area

1. Go to Collaboration in the left navigation panel, then Meetings.
2. Click Schedule Meeting.
3. Enter the meeting details and click Save.
4. To start an instant meeting instead, use the drop-down next to Schedule Meeting and select Meet Now.

Schedule from the calendar

1. Go to Collaboration, then Calendar.
2. Click a date or time slot on the calendar, or click Add Activity.
3. Select Meetings from the menu.
4. Enter the details, add Attendees, and click Save.

Start or schedule from a task

1. Open the task's details page and click the Zoho Meeting icon on the right strip.
2. Select Meet Now, invite participants, and start an instant meeting. Or open the Schedule Meeting tab, enter the details, and save.
3. A meeting link is generated that you can share so others can join. An invite goes to all participants, who also receive a notification in Zoho Projects, and the invite appears in their Feed.
4. Click Start Meeting to open the audio and video interface, and Start Sharing to share your screen.

Start or schedule from a custom module record

1. Open the custom module record's details page.
2. Click the Zoho Meeting icon on the right strip.
3. Select Meet Now, invite participants, and start an instant meeting.
4. Or select Schedule Meeting, enter the details, and save.