I have quite a few scheduled events on my calendar. it would be helpful if there was a Scheduled Meetings page. Where I could see a list or calendar view of all meetings. I can currently see these meetings on my Google Calendar, but there is a problem with only having the way of reviewing my meetings: They are mixed in with all my other calendar events and not easily spotted. I would recommend that the meetings view offer a list form, such an upcoming tasks view, and a calendar view so I can easily see how many meetings are scheduled for each day or week.
NOTE: This idea originally included additional asks around filtering and reporting on meetings. If you are interested in meeting reporting, please upvote this idea instead so we can gauge community interest.
We are still keeping our eyes on some major elements of this idea for future work in meetings and scheduling. We are currently showing some elements on the calendar in tasks, but we plan to provide more visibility in more ways, to provide more visibility for teams, managers and individuals. This might include views of Meetings scheduled as a database (similar to Calls) as well as calendar views to view meetings in the context of team calendars. This work will be reviewed and prioritzed based on a number of other potential projects, and likely will fall some time in 2022.
The team is currently in progress working on these 2 projects:
1. The ability to insert specific, clickable times into email
2. The ability for attendees to cancel and reschedule using the Meetings scheduling experience (idea here)
Once these projects are completed, we plan to make some big updates to the scheduling experience from a contact record in the CRM, which we plan should solve this problem and greatly expand the use-cases, flexibily, and convenience for scheduling 1-off meetings.
@HammockWeb - thanks for the additional feedback. It sounds like one of your main goals is to have a full calendar inside of HubSpot that allows you to see your HubSpot scheduled meetings and those scheduled meetings of your team, but not necessarily every event on your calendar?
@Rachel_KL - I'd recommend creating a new idea on the forum for drilldown reporting on meeting links, or adding your feedback to this idea here.
I'm happy to announce that we have now delivered a scheduled meetings view inside of HubSpot. To find your scheduled meetings view, navigate to Sales>Tasks. On the right hand of the page you'll see a sidebar, with a tab specifically for your schedule:
In order to see events in your schedule tab, you'll need to connect your Google or Office 365 calendar with HubSpot. After doing so, you will see your scheduled events for the day.
Please let us know if you have any questions or feedback!
Scott from the product team here. Reading through this idea and its comments, there seems to be a couple of ideas represented here:
1) Being able to view a list of meetings in HubSpot - similar to what a calendar view would provide.
2) Being able to better report on meetings (# of meetings per week by rep, meeting outcomes, etc.).
While we're planning to address both of these ideas in the coming quarters, we're first focused on building out an experience on desktop and mobile that will allow you to see a list of your scheduled meetings inside of HubSpot.
It would be awesome to run lists based on more than the four Meetings properties that are currently available in the tool. For example, it would be great to report based off certain properties like Meeting Name, Location, etc., and would really give the Meetings tool a competitive edge!