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New meeting widget

Start a meeting now or schedule one for later from your Home dashboard, and invite people by name or email.

All plansUpdated

The New meeting widget starts or schedules a PlexiiMeet meeting from your Home dashboard. Click it and the New meeting window opens, where you choose Start now or Schedule, add a title and invite people. A meeting you start opens right away over PlexiDesk, so you do not have to go anywhere first.

Before you start

  • Every plan can start and schedule meetings.
  • Email invitations are sent from the mailbox you connected in Mail. If you have not connected one, see Connect your email account Coming soon.
  • To see and ring teammates who are online now, you need the Team plan. See Presence and your status Coming soon.
  • The first time you join a meeting, your computer may ask to let PlexiDesk use your microphone and camera. On a Mac, see Allow microphone, camera and screen recording on a Mac.
  • You can add the widget to Home, Office Home, People Home or Brain Home, once on each.

The widget comes in two sizes:

  • Icon: a small square labelled New meeting. Four icon-size widgets fit in the space of one Small widget.
  • Medium: a wider card titled New meeting, with Start on the right.

Add the widget to your dashboard

  1. Open your Home dashboard and click Customize at the top right.
  2. Click Add widget.
  3. Click Communication, or type "meeting" in Search widgets.
  4. Click New meeting. The preview opens at Icon.
  5. For the card, click the arrow to the right of the preview or the second dot under it. The label under the preview reads Medium.
  6. Click Add widget, drag the widget into place, then click Done.

Start a meeting now

  1. Click the New meeting icon, or Start on the Medium card. The New meeting window opens with Start now selected.
  2. Type a title if you like. If you leave it blank, the meeting is called "Meeting", or after the people you invite. A hint under the title shows the name it will get.
  3. To change how long it runs, click the end time. Each click makes it longer, and Shift-click makes it shorter. It starts at 30 minutes.
  4. Under GUESTS, type a name or an email address and press Enter, a comma or Tab to add them. As you type, people you have invited to meetings before are suggested.
  5. On the Team plan, teammates who are online appear under Online now. Click a name to ring them when the meeting starts. Click it again to take them off.
  6. Click Start now, or press Enter. When you have added guests, the button reads Start & invite and the number of people.

The meeting room opens straight away. Teammates you chose to ring get an invitation in PlexiDesk, and everyone else is emailed the join link. Anyone with the link can join in PlexiDesk, inside or outside your organisation. See Meeting invitations and joining Coming soon and In a meeting Coming soon.

Schedule a meeting for later

  1. Click the widget, then click Schedule at the top of the window.
  2. Type a title, or leave it blank to use the suggested one.
  3. Set the time:
    • Click the date to pick a day.
    • Click the start time to change it.
    • Click the end time to make the meeting longer, or Shift-click to make it shorter.
    • To make it a regular meeting, click Repeat and choose Daily, Weekly or Monthly. To undo that, open it again and choose Don't repeat.
  4. Under GUESTS, add people by name or email, as above.
  5. Under WHERE, choose how people will meet:
    • Plexii Meet: a PlexiiMeet link is created and emailed with the invitation.
    • Paste link: paste a link from another video service.
    • In person: type an address, a room or where to meet.
    • None: no meeting place.
  6. Under AGENDA, add what the meeting needs to settle, if you like.
  7. To link the meeting to one of your desks, click Attach a desk or work item, type to find the desk, and click it. A Staged label appears beside it.
  8. Click Schedule meeting, or press Enter. With guests added, the button reads Schedule & invite and the number of people.

A message confirms that the meeting is scheduled and on your calendar with a Join button, and says how many invitations were emailed. The window then closes. See Calendar in Plexii Coming soon.

For every option in the window, see Start or schedule a meeting Coming soon.

Keys in the New meeting window

Key What it does
Enter Starts or schedules the meeting. In GUESTS it adds the person you typed instead, and in AGENDA it does nothing.
Enter, comma or Tab in GUESTS Adds the name or address you typed.
Backspace in an empty GUESTS box Removes the last person you added.
↑ ↓ in GUESTS Moves through the suggestions.
Shift Enter in AGENDA Starts a new line.
Esc Closes the window without starting or scheduling anything.

Clicking outside the window also closes it without saving.

Change the size or remove the widget

  1. Click Customize at the top of the dashboard.
  2. To switch between Icon and Medium, click the size button at the top-right corner of the widget. It shows the current size.
  3. To take the widget off the board, click the × at its top-right corner.
  4. Click Done.

Good ways to use it

  • Quick calls with your team. Keep the icon on Home or People Home and, on the Team plan, ring whoever is online.
  • Booking meetings with clients. Use Schedule, add their email address and attach the desk you are working on together.
  • More one-click actions. A Shortcuts widget can also hold a New meeting tile that opens the same window.

Common questions

My guests did not get an email

Invitations are emailed from the mailbox you connected in Mail. If none is connected, the emails cannot be sent. When you schedule a meeting, the window says Connect a mailbox in Mail to email the invites. The join link is still on the meeting. See Connect your email account Coming soon.

I typed a name and the wrong address was used

When you type a name that does not match anyone you have invited before, PlexiDesk may guess an address from it. Hover over a guest to see the address that will be used. To be sure an invitation reaches the right person, type their full email address.

The meeting will not start

If the window says Could not start the meeting. Check your microphone and camera permissions., allow PlexiDesk to use your microphone and camera, then try again. On a Mac, see Allow microphone, camera and screen recording on a Mac.

I do not see Online now

Online now appears only with Start now selected, on the Team plan, and when at least one teammate is online.

Nothing happens when I click the widget

While you are customising the dashboard, widgets do not respond to clicks. Click Done first.

Still need help? Contact support at [email protected].