Create Calendar Meetings from Forecast

⏱️ 2 minute read

Forecast's Calendar integration allow you to effortlessly book meetings for yourself and your team directly from your calendar. A Forecast Admin must activate the calendar integration enabling users to link their personal calendar to their individual user profile before calendar meetings can be created from tasks.

This article covers:

• Creating a Calendar Meeting from a task

For information on activating the integration and connecting your profile, check out:

• Overview of Forecast's Calendar Integration

Creating a Calendar Meeting from a task

Meetings can be created directly from within a task. The task name and task ID are included in the meeting description, providing a reference for the meeting.

To create a calendar meeting

1. Open the task modal and click on the three dot menu in the upper right corner.
2. Select Create Google calendar meeting for Google calendar or Create calendar meeting for Outlook or iCal calendars.

For Google Calendars

1. Select Create Google calendar meeting
2.  A new tab opens where you can add the event details, title and any meeting details you need to include. 
3. The task will appear in the event description.
4. All tasks assignees are automatically added as meeting Guests.
5. Enter the date, time or any other information, as needed.
6. Click Save.

With Outlook or iCal calendars, selecting Create calendar meeting prompts a download of the meeting invite. 

For Outlook Calendar

• • 1. Click the download calendar file to open the meeting editor. 
    2. The task appears as the meeting title.
    3. Task description is included in the meeting details.
    4. All task assignees appear in Required.
    5. Enter the date, time or any other information, as needed.
    6. Click Send Update.

For iCal Calendars

• • 1. Click the downloaded calendar file to open the meeting in the Calendar. 
    2. Select the calendar for the meeting from the dropdown.
    3. Click OK.
    4. Review event invitees opting to Remove Invitees or Send Invitations.
    5. The calendar invite is then automatically added to iCalendar.
    6. The invite can be amended by changing the date, time or invitees as needed.

Related articles

• Overview of Forecast's Calendar Integration