Meetings overview

The meetings page is your view of every scheduled, completed, missed, or canceled meeting. Use it to plan the week ahead and to record what actually happened.

What you can do here

• Toggle calendar ↔ list view. The page opens in calendar view — best for seeing your week at a glance (day, week, month layouts available); switch to list view for sorting and bulk scanning.
• Filter by status — scheduled, completed, missed, or canceled.
• Create a meeting with title, time, location type (call by default, or choose video or in-person), participants, and an optional related entity (account, contact, opportunity, project, or task).
• Open a meeting to update its status, add notes, or cancel.

Statuses

• Scheduled — on the calendar but hasn't happened yet.
• Completed — the meeting took place. Mark this when you log notes.
• Missed — the meeting time has passed without anyone marking it complete.
• Canceled — explicitly canceled with a reason.

Imported calendar events

If you've connected a calendar in Calendar settings, events that already exist on that calendar show up here too, marked External, so your whole schedule lives in one place. You can't edit an imported event's details in Vertiqa — it's a read-only reflection of your calendar.

• Sync calendar — use this button in the page header to pull in new events and refresh your availability on the spot, instead of waiting for the next automatic sync. If you have no calendar connected, it points you to Settings → Calendar.
• Privacy — only you see the real titles of your own imported events. Teammates see them as "Busy" so the time is blocked without exposing what it's about.

Tips

• Link meetings to the relevant account, opportunity, or task. Activity shows up on those records' timelines, which is what reporting reads from.
• Mark missed meetings honestly. Forecasts and capacity planning depend on it.

Related

• Meeting details
• Meeting vs booking link
• Meeting types