Navigating the Calendar
The calendar displays meetings in a monthly view by default. Each meeting shows:- Meeting title - The name of the meeting (e.g., “QBR” for Quarterly Business Reviews)
- Company name - Which client the meeting is associated with
- Color coding - Visual distinction between different meeting types
Viewing Options
Use the Global View dropdown at the top to:- View meetings across all companies
- Filter to a specific company’s meetings
- See only your assigned meetings
Quick Preview
Click any meeting on the calendar to see a preview dialog:
- Date and time - When the meeting is scheduled
- Location - Where the meeting takes place (physical address or virtual link)
- Attendees - Who’s invited to the meeting
- Notes - Any meeting notes or preparation materials
Creating a Meeting
To create a new meeting:- Click the + New Meeting button in the top-right corner
- Fill in the meeting details:
- Title - Name of the meeting
- Company - Which client this meeting is for
- Meeting Type - QBR, Strategy Session, Check-in, etc.
- Date and Time - When the meeting occurs
- Location - Physical address or video call link
- Attendees - Invite participants from the company
- Add any initial notes or agenda items
- Click Save to create the meeting
Meeting Types
MSPortal supports various meeting types:| Type | Description |
|---|---|
| QBR | Quarterly Business Reviews - comprehensive client reviews |
| Strategy | Strategic planning and roadmap discussions |
| Check-in | Regular status updates and relationship touchpoints |
| Onboarding | New client onboarding sessions |
| Training | Client training and education sessions |
| Custom | Any other meeting type you define |