# Meetings

Use the Meetings page to schedule a meeting, search for, and invite users that you want to include in the meeting. You can only view schedules of those users who have shared their calendar with you in the Scheduling sub-panel.

When you create the meeting, you must enter required information such as the subject, start time, date, and the meeting status.

- To indicate the item record related to the meeting, select the item from the drop-down list and enter the record name in the adjoining field.
- To select the record from the Item list, click Select.
- To set a reminder to alert users when the meeting is due, select the Reminder box. The system displays a pop-up reminder in users' browser when the meeting is due.
  If you set a default time for reminders on your My Account page, Sugar will implement it in the event that you do not set a reminder when you create a call or meeting.
- To save the meeting information without sending out the invitation, click Save.
- To send out invitations, click Send Invites.
- To exit the page without saving the information, click Cancel.
- To close the meeting and create a copy of it, click Close and Create New. The status of the closed meeting changes to Held; the status of the newly created meeting is, by default, set to Planned.
- When you save the meeting, the detail page displays the Notes sub-panel.
  - To create a note or attach a document to the meeting, click Create Note or Attachment. On the Notes page, enter the text in the Note field and specify the team that is allowed to view it.
  - To add an attachment, click Browse to locate the file. When you save the note, it is associated with the meeting and sent out along with the invitation.
  - To view a list of notes, click Notes in the Shortcuts panel of the Activities module.
- To view a list of meetings on the Meetings Home page or to search for a specific meeting, click Meetings in the Shortcuts section.
- The Meeting List displays information such as the subject, contact, related item, due date, and the assigned user for each meeting. To view the details of a meeting, contact, or related item, click the appropriate Subject, Contact, and Related To link. From the detail page, you can edit, duplicate, or delete the information.