Connect your calendar:

  • Connecting your first calendar is as easy as 1-2-3! Go to the Connect section of the Convoke app and click the Add New Calendar button. Learn more.
  • You can connect multiple calendars by going through the same steps. Learn more.

Connect your Zoom:

  • Go to the Connect section of the Convoke app. Click the button: Add New Integration. Choose Zoom from the menu. Learn more.

Set up your preferences:

  • In the left navigation bar, select Preferences to set up your default video conferencing tool, working hours, and Meeting Titles. Learn more.

Make your first Meeting Event Template:

  • Event templates are created once and shared with invitees again and again. Go to the left navigation bar and select Templates. Click "New". Configure your event settings. Learn more.

Scheduling:

Priorities

  • An Organization's Owner or Maintainer will create org-wide priorities. These are the long-term strategic goals for your company and what most (if not all) work will ladder up to.
  • Owners and Maintainers can select the "+" plus sign under priorities to create a new org-wide priority. They can add a description and resource links and set a goal date.

Projects

  • An Organization's Owner or Maintainer will create org-wide projects. We plan to add Teams so that projects can be assigned to specific teams.
  • These are the near-term goals for your company that are directly linked to your company-wide priorities and what most (if not all) work will ladder up to.
  • Owners and Maintainers can select the "+" plus sign beside Projects to create new projects. They can add a description and resource links and set a goal date.

Tasks

  • Everyone with an account can maintain their private list of tasks. On your Dashboard, under Tasks, enter text into the field and click "Create Task."
  • You can open the task and define the deadline, add in resource links, and a description.
  • You can define which project it belongs to by selecting the blue dot beside the task name and select from the drop-down.
  • Fun fact: you can drag and drop your tasks into your calendar.