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Project planning

Trying to keep your projects in order? Create a schedule and capture your takeaways for review.
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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
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
4
Connect your account to refresh data from Zoom.
Meeting
Start
Duration
Join
Summary
1
User Interview (Jessica)
7/14/2020, 1:00 PM
60
Join
➕ Add high point
2
User Interview (Sandra)
7/15/2020, 2:30 PM
60
Join
➕ Add high point
3
User Interview (Jacob)
7/17/2020, 3:00 PM
60
Join
➕ Add high point
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