6.1 Turn Chats into Collaborative Spaces: Scheduling a Meeting from a Chat in Microsoft Teams

how to schedule a meeting from a chat

In this post, we’re focusing on a feature that seamlessly combines the immediacy of chat with the productivity of meetings: scheduling a meeting directly from a chat in Microsoft Teams. This feature lets you quickly transition from a text-based discussion to a real-time collaborative session, making your teamwork more dynamic and efficient. Let’s walk through how to schedule a meeting from a chat on both desktop and mobile, complete with some valuable tips.

Scheduling a Meeting from a Chat on Desktop:

Step 1: Open Microsoft Teams and navigate to the chat from which you want to schedule a meeting.

Step 2: At the bottom of the chat bar, click the “Schedule a meeting” icon.

Step 3: You’ll now see the “New meeting” page. Here, you can provide a title for your meeting, choose a start and end time, and add a description. All chat participants will be automatically added to the “Invite people” field, but you can add or remove attendees as needed.

Step 4: Once you’ve filled in the details, click “Send.” All attendees will be invited, and the meeting will appear in their calendars.

Scheduling a Meeting from a Chat on Mobile:

Step 1: Open the Microsoft Teams app and navigate to the chat from which you want to schedule a meeting.

Step 2: Tap on the “+” icon at the bottom left of the screen, then select “Schedule a meeting.”

Step 3: Fill in the meeting details, including the title, date, and time. You can also add a description and adjust the attendee list.

Step 4: Tap “Done” to schedule the meeting. All attendees will be invited, and the meeting will be added to your Teams calendar.

Extra Tips and Tricks:

  1. Adding a Channel: If the meeting is relevant to a specific channel, you can add it to the meeting. This will post the meeting invitation in the channel, and any member can join.
  2. Setting Meeting Options: You can set meeting options, such as who can bypass the lobby and who has presenter roles, to ensure your meeting runs smoothly.
  3. Using Scheduling Assistant: If you’re scheduling a meeting with multiple people, use the Scheduling Assistant to find a time that works for everyone.
  4. Sending an Agenda: Consider adding an agenda to the meeting description to help attendees prepare.
  5. Follow-up: After the meeting, you can return to the chat to continue the conversation, share meeting notes, or follow up on action items.

Scheduling a meeting directly from a chat in Microsoft Teams helps streamline your workflow and improve your collaboration. So, the next time your chat conversation calls for a real-time discussion, remember that scheduling a meeting is just a few clicks or taps away! Happy collaborating!