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Folders serve as a “storage” for organizing meetings. By storing meetings in a folder, sharing and management become easier.
  • Folder members can be set as “default shared users.”

Things to Decide in Advance

  • How to categorize folders (by department, project, client, etc.)
  • Folder members (default shared users)

Steps: Creating a Folder

  1. Open the [Meetings] screen.
  2. Click on [+New Folder].\
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  3. Enter the folder name.\
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  4. If necessary, set the folder members (default shared users).
  5. Click [Create] to finish.

Examples of Folder Structure

  • Example 1: By Client
    • Examples:
      • Company A (PoC)
      • Company B (PoC)
      • Company C (PoC)
    • Benefits: Clearly identifies whose meetings they are, preventing confusion.
  • Example 2: By Project (when spanning multiple initiatives or projects)
    • Examples:
      • CS Improvement Project
      • New Feature Validation (PoC)
      • Onboarding Implementation
  • Example 3: By Department (when the user department is clear)
    • Examples:
      • Sales
      • CS
      • Development

Terminology Supplement

  • Folder Members: Members who are “default shared” within the folder.
  • Participants: Participant information obtained from the calendar. It does not imply viewing rights.