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Schedule a Meeting

How to create a new project meeting in LFX Self Serve.

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This article applies to users with maintainer, board-member, or executive-director personas, or anyone granted Meeting Coordinator access for the project. Use this workflow to create a new meeting for your project group.

Before you begin

Confirm you have the correct project selected. Meetings are associated with a specific project (or committee within it). The active context in your lens switcher determines which project the meeting is linked to.

Steps

  1. Sign in to app.lfx.dev.
  2. Switch to your Project or Foundation lens using the lens switcher, then select Meetings from the left navigation. (Your personal My Meetings view doesn't have a Create Meeting option — you need to be in a Project or Foundation lens.)
  3. Select Create Meeting.
  4. Work through the meeting form:
    • Meeting Type
    • Meeting Details — title, date, time, and recurrence, if this is a recurring series
    • Platform & Features — choose your video platform and enable features like recording or transcripts
    • Resources & Links
    • Invite Guests — add people directly by searching for them, or link a project committee and add its members (filterable by voting status) as registrants. This list also determines who can access a Restricted meeting's join details.
  5. Save the meeting.

You can also use AI assistance to draft a starting agenda once you've filled in the title, meeting type, and a short prompt. As an alternative (or a starting point to edit further), the Agenda Templates panel offers pre-built templates for your meeting type — pick one to use its structure instead of drafting from scratch.

After scheduling

The meeting appears on the Upcoming tab of the project's Meetings dashboard, and in your own My Meetings view. Invited participants will see it in their meetings list.

Add the meeting to your calendar

There's no button to download a single meeting as its own ICS file. To keep a calendar in sync with a project's or foundation's meetings, go to that project's or foundation's Meetings dashboard and select Subscribe to get a live calendar feed (ICS URL) — add it once to Google Calendar, Outlook, or Apple Calendar. The feed excludes Private meetings; Restricted-but-public meetings still appear on it.

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