Plan & hold meetings from anywhere

Modified on Wed, 9 Jul at 5:06 PM

1 Plan the agenda


1.1 Block off time in your Calendar to prepare for the meeting 

  1. On your computer, open Google Calendar.
  2. Optional: If you want to add guests to your event, on the left click Search for people and start typing the names of your guests.
  3. Click any time on the calendar that doesn't already have an event scheduled.
  4. Add a title to the event, and any event details.
  5. Click Save.

1.2 Create a meeting agenda

Step 1: Create a document

To create a new document:
  1. On your computer, open the Docs home screen at docs.google.com.
  2. In the top left, under "Start a new document," click Blank New.

Step 2: Edit and format

To edit a document:

  1. On your computer, open a document in Google Docs.

  2. To select a word, double-click it or use your cursor to select the text you want to change.
  3. Start editing.
  4. To undo or redo an action, at the top, click Undo Undo or Redo Redo.

 Step 3: Share & work with others

You can share files and folders with people and choose whether they can view, edit, or comment on them.

Create an agenda in Docs with Gemini

  1. On your computer, open a Google Doc file.
  2. In the document, click where you want to write.
  3. On the left, click Help me write .
  4. Enter a prompt that contains your instructions. For example:

    Imagine you are the lead on a project. Write an update to your executive leadership team on [Project X]. Include the current status for each business function and next steps. Use a formal, brief tone.

  5. Click Create
  6. Review the response.
  7. (Optional) Click Refine then choose how you want Gemini to change the content.
  8. When you're finished, click Insert.


1.3 Add meeting notes & agendas to Calendar events

Add meeting notes to events from Google Docs

  1. On your computer, open a new or existing Google Doc you want to add to an event.
  2. In the doc, type “@”.
  3. In the pop-up menu, click Meeting notes.
  4. Search for an event.
    1. Tip: You can type "next" to select the next meeting on your calendar. 
  5. Select an event. Meeting notes are pre-populated with event details but aren't attached to the event.
    • If you’re the meeting organizer: A pop-up prompts you to share and attach the document to your event. To give access, click Share & attach.
    • If you’re not the meeting organizer: A pop-up prompts you to share the document. To give access, click Share. The document doesn't attach to the event.

Add meeting notes to a new event from Google Calendar

  1. On your computer, open Google Calendar.
  2. Create an event.
  3. Optional: Enter the title, time, guests, and other details.
  4. Click Add description or attachments and then Create meeting notes and then Save.
    • Your meeting notes, pre-populated with event details, are attached to your event and shared with your guests, including those outside of your organization.

Add attachments & notes to an existing event from Google Calendar

  1. On your computer, open Google Calendar.
  2. Select an option:
    • Click an event and then Take meeting notes.
      Pre-populated meeting notes with event details are attached to your event.
    • Click an event and then Menu and then Attach a document.
      Selected meeting notes are attached to your event.
  3. Meeting notes open in a new window. On the right, click Share.


2. Schedule the meeting


2.1 Create a new event

  1. On your computer, open Google Calendar.
  2. Optional: If you want to add guests to your event, on the left click Search for people and start typing the names of your guests.
  3. Click any time on the calendar that doesn't already have an event scheduled.
  4. Add a title to the event, and any event details.
  5. Click Save.

2.2 Add guests

  1. On your computer, open Google Calendar.
  2. On the left, click Search for people.
  3. Start typing someone’s name and choose the person you want to meet with.
  4. At the top left, click Create Add.
  5. Click Find a time. If the guest you invited has shared their calendar with you, you'll see when they can attend.

2.3 Find a time that works for everyone across time zones

  1. On your computer, open Google Calendar.
  2. On the left, click Search for people.
  3. Start typing someone’s name and choose the person you want to meet with.
  4. At the top left, click Create Add.
  5. Click Find a time. If the guest you invited has shared their calendar with you, you'll see when they can attend.

2.4 Book rooms

  1. On your computer, open Google Calendar.
  2. Create a new event or open an existing one.
    • To edit an existing event, click Edit event Edit.
  3. If your account is part of an organization with Rooms, click Rooms.
    • Based on who you invite, you can choose from suggested rooms or search for a new one.
    • Click the rooms or resources you want to add.
  4. Click Save.

2.5 Set up video conferencing for remote guests


Schedule video meetings and invite guests using Calendar

It’s easy to schedule a Meet video meeting in Calendar—just add one or more guests to the event to automatically add a video meeting.

2.6 Add event details, such as the agenda or meeting instructions

  1. Click the Add description or attachments field.
  2. Add details, such as contact information, instructions, or links for your event.
  3. (Optional) Format your description by bolding, italicizing, underlining, or adding lists and links.

2.7 Send email invitations

  1. Click Save.
  2. Choose an option:
    • Send to notify guests by email
    • Don’t send to skip notifications at this time
    • Dismiss to continue editing the invitation
  3. If you’re inviting people from outside of your organization, click:
    • Invite external guests to notify them.
    • Continue editing to notify them later. 
  4. (Optional) To open your event on the Edit event page, click More options.


Update an existing event:

You can invite more guests, change the meeting location, and more.

  1. On your computer, open Google Calendar.
  2. Click on the event you want to edit. If you see Edit event Edit event, click it.
  3. Make changes to your event.
  4. At the top of the page, click Save.


3. Confirm attendance 


Check who accepted and declined your invite

Check guest attendance:

  1. In the Calendar grid, click the event.
  2. Go to the Guests field to see a list of responses from your guests. You might have to click the Down arrow Down arrow to see the responses.


Respond to a proposed new meeting time request:

  1. On your calendar, click an event with a clock icon.
  2. Under "Guests," find suggested times.
  3. Under the time proposal you want to review, click Review proposed time.
  4. To change the event to the proposed time, click Save.


4. Share materials


4.1 Create and share meeting materials

  1. Select the file you want to share.
  2. Click Share or Share .
  3. Under Share with people and groups, enter the email address you want to share with.

    Note: If visitor sharing is on for your organization, you can invite someone who doesn't have a Google Account to collaborate on your Google Drive files and folders. 

  4. To change what people can do to your file, on the right, click the Down arrow and then Viewer, Commenter, or Editor.
  5. Choose to notify people:
    • If you want to notify people that you shared a file with them, check the Notify people box. If you notify people, each email address you enter will be included in the email.
    • If you don't want to notify people, uncheck the Notify people box.
  6. Click Share or Send.

4.2 Attach agendas and meeting materials to your invite

  1. Click the Add description or attachments field.
  2. Add details, such as contact information, instructions, or links for your event.
  3. (Optional) Format your description by bolding, italicizing, underlining, or adding lists and links.

4.3 Discuss your agenda with targeted comments

  1. In Docs, Sheets, or Slides, select the text you'd like to comment on.
  2. Click Add comment .
  3. Enter your comment in the box.
  4. (Optional) To direct your task or comment to a specific person, enter a plus sign (+) followed by their email address. You can add as many people as you want. Each person will get an email with your comment and a link to the file.
  5. (Optional) To assign the comment to a specific person, check the Assign to box.
  6. Click Comment or Assign.

4.4 Send updates and notes to your guests, such as directions for your meeting location

  1. In Calendar, click the name of the event in your calendar grid.
  2. Click Edit  and make your changes to the event.
  3. Click Save
  4. Enter a message for guests.
  5. Click Send.


5. Hold the meeting


5.1 Join your meeting

            Join a meeting from Calendar

                   1. On your computer, go to Google Calendar.
                   2. Click the event you want to join
                   3. Click Join with Google Meet.
                   4. In the window that opens, click Join Now.
          Join a meeting from Gmail
                   1. Open Gmail and in the sidebar, click Meet.
                   2. Choose an option:
                             - Click Join a meeting and enter a meeting nickname or code  > Join
                             - To join a scheduled meeting, point to a meeting under My settings > Join now.
         Join a meeting from Meet
                 In Meet, you can select a scheduled event or you can enter a meeting code or nickname.
                 Select a scheduled event:
                              1. On your computer, go to meet.google.com
                              2. Select the meeting from your list of scheduled events. Only meetings scheduled through Google 
                                   Calendar show on Google  Meet.
                              3. Click Join now.
                  Enter a meeting code or nickname:
                               1. On your computer, go to meet.google.com
                               2. Click Enter a code or link > Join
                               3. Enter a meeting code or nickname.
                                            - The meeting code is the string of letters at the end of the meeting link. You don't have to 
                                               enter the hyphens.
                                             - You can only use meeting nicknames with people in your organization. This feature is 
                                                 currently available on Google Workspace users only.
                                             - You can also type the meeting code or nickname into that device, if your organization 
                                                purchases and installs a Meet hardware device.
                                             - Leave the field blank to start a new meeting with a new code.
                               4. Click Join now.
5.2 Present, discuss, and collaborate on materials
  1. In Google Drive, open the Google Docs, Google Sheets, or Google Slides file you want to share or present.
  2. (Optional) To edit a document, spreadsheet, or presentation simultaneously with your guests:
    1. In the upper-right corner, click Share.
    2. Add a title to your document and click Save.
    3. Add your meeting guests and give everyone Editor access.
    4. Click Send.
  3. Open Google Meet and join the meeting.
  4. Click Present now and choose what to share:
    • Your entire screen
    • A window
    • A tab
  5. Click Share.

5.3 Assign tasks

  1. In Docs, Sheets, or Slides, select the text you'd like to comment on.
  2. Click Add comment .
  3. Enter your comment in the box.
  4. (Optional) To direct your task or comment to a specific person, enter a plus sign (+) followed by their email address. You can add as many people as you want. Each person will get an email with your comment and a link to the file.
  5. (Optional) To assign the comment to a specific person, check the Assign to box.
  6. Click Comment or Assign.








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