How to Schedule a Virtual (Zoom) Meeting

How to Schedule a Virtual (Zoom) Meeting

After you enabled Zoom, you can create a meeting and auto-populate your meeting ID directly in the virtual meeting task.  

To Connect your Zoom Account to Liscio: 

  1. Log into Liscio. 
  2. Click on your name in the bottom left corner (your profile picture). 
  3. Click Third-party Apps at the top of the page.
  4. Click Connect under Zoom
  5. If you are not already signed into Zoom, you will be prompted to sign in. 
  6. Click Authorize on the next screen to allow Liscio to access your Zoom account. 
  7. You will receive a success banner in Liscio when connected: Successfully Connected Zoom.


Watch the video below for additional help:




To Disconnect your Zoom Account to Liscio: 

  1. Sign in to Liscio
  2. Click on your name in the bottom left corner (your profile picture).
  3. Click Third-party Apps at the top of the page.
  4. Click Disconnect.

Or

  1. Sign in to Zoom
  2. Go to https://marketplace.zoom.us/user/installed
  3. Click the Liscio app. 
  4. Click Uninstall.

To Schedule a Zoom Meeting:

  1. Click Add New
  2. Select Task
  3. Select Meeting

    Screenshot__73_.png

  4. The Task Owner will default to you. Leave the owner as yourself or assign a different owner. Task Owners will receive all notifications about the task.
  5. Click the Virtual Meeting radio button to auto-populate your Zoom information in the Description box and Location box.

    Screenshot__74_.png

  6. Fill in the For Account and Contact box.

    Screenshot__75_.png

  7. Choose your Date, Time, and Duration
  8. Click Create Task
  9. A push notification will automatically be sent to the contact’s phone (if enabled) and they will receive an email notification. 

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