Microsoft Teams is Forge Marketing’s primary tool for virtual meetings and collaboration. Scheduling meetings correctly ensures everyone is prepared and can join on time.

Step-by-Step Guide

Step 1: Open Microsoft Teams

• Launch the Microsoft Teams desktop or web app.
• Sign in using your Forge Marketing email and password.

Step 2: Access the Calendar

• Click “Calendar” in the left-hand sidebar.
• Click “New Meeting” in the top-right corner.

Step 3: Enter Meeting Details

• Title: Give your meeting a clear name (e.g., AcmeCorp Campaign Kickoff).
• Attendees: Add team members or clients by entering their Forge Marketing email addresses.
• Date & Time: Choose the meeting date, start time, and duration.
• Location: Select “Teams Meeting” for a virtual meeting.
• Description: Include agenda, documents, or instructions.

Step 4: Send the Invitation

1. Click “Send” to share the meeting invite.
2. All attendees will receive a Teams notification and email with the meeting link.

Step 5: Best Practices

• Schedule meetings in advance to give attendees time to prepare.
• Use the agenda section to outline discussion points.
• Attach relevant files directly to the meeting invite for easy access.
• Set reminders and confirm attendees before the meeting.

Step 6: Troubleshooting

Attendees cannot join - Ensure you sent the invite to the correct email and that it’s a Teams Meeting link
Time zone confusion - Double-check time zone settings in Teams and calendar invites
Missing calendar - Ensure Teams is synced with your Outlook/Exchange calendar