Join David Rivers for an in-depth discussion in this video Integrating GoToMeeting with Office, Outlook, and Lync, part of Up and Running with GoToMeeting.
GoTo Meeting can integrate nicely with a number of different apps. Especially in a Windows environment. We're going to take a look at integrating with Outlook, the Microsoft Office apps, and even Lync. Here in a Windows environment, we'll go down to our status bar. And, if you don't see the GoTo Meeting icon in the bottom right hand corner, you can click the show hidden icons arrow. Right click the go to meeting icon and select preferences. Here's where we go to set up integration. You'll notice the category section over here includes integrations.
We'll give it a click. On a Mac you won't find this category and in fact the only integration is with Microsoft Outlook and that's done during the installation process, so if you install GoToMeeting on your Mac you probably saw an opportunity to integrate with Outlook and you can take it at that time. Here with Integration selected, notice that we can integrate with our email app and any of the apps that appear on this list that are not installed will appear as not detected and won't be selectable. So for example if we want to integrate with Outlook we click the check box to use Go to Meeting with, and then select Microsoft Outlook.
Course if you don't have Outlook installed it too will not be detected. Notice IBM Lotus Notes is another option, and if it's not installed there's that not detected in brackets We can also allow a GoToMeeting toolbar to appear as an add-in in Word, Excel, and PowerPoint if we select the check box next to "show the GoToMeeting toolbar." And ensure each one of these is checked off as well. I like to be able to access GoToMeeting directly from these apps if I'm working on something I want to meet on with other people, it's very convenient.
So I'll click OK. And then we'll take a look at what that appears like. For example, if I go into Outlook and take a look at the Add Ins tab at the top. Here I have GoToMeeting and I can click that as a drop down to host a meeting, join a meeting, or manage my meetings directly from here. I don't even have to open up GoToMeeting. Or I could meet now and schedule a meeting from here as well. I'm going to minimize that. If I go to Microsoft Word and we did set up integration, you'll also see an Add-ins tab there.
It looks very similar, doesn't it, to Outlook. And that goes for PowerPoint and Excel if you've checked those off, too. Now when it comes to Microsoft Link, if you're using that, that integration's automatic. I'm going to open up Link and if you have it you can open it up as well. The integration here is with your contacts. So if you have a list of contacts, all you have to do is hover over their picture, click the ellipsis for more options and you'll see from this Pop-up menu there it is, go to meeting directly. So, clicking this will set up an ad-hoc meeting with the contact that you right-clicked or selecting the ellipses from.
If we select go to meeting, notice it launches a meeting. It'll verify your email and password if you've made that selection. Otherwise, you're prompted for that information, and the meeting is created. So you're now meeting with that person and they've received an invitation. So that's integration here in the windows aside with go to meeting as I mentioned on the Mac, the integration is not as extensive, but there is integration with outlook that can be selected during the installation process.
With integration with all of these other apps, you'll save yourself a lot of time and effort by accessing GoToMeeting directly from within them.
- Installing GoToMeeting
- Integrating GoToMeeting with Office, Outlook, and Lync
- Scheduling meetings
- Inviting attendees
- Starting and ending meetings
- Using screen share options
- Recording and sharing meetings
- Joining meetings
- Chatting with attendees
- Receiving control of a meeting