Start in the project
The video call entry is directly in the project, where tasks and files already come together.
Video call
Discuss project questions directly in a video call.
Open the conversation from the team project or client portal. Tasks and shared documents give the meeting its context.
Request a video call demo (DE)
Start the conversation with the same information.
Include clients
There is also a call entry in the client portal. Open the document you want to discuss before the conversation.
Record decisions
Afterwards, add agreed changes to the relevant task and record who is responsible for the next step.
A conversation with context.
Team and client
Review progress
Open the relevant tasks and shared documents before the conversation.
- Starting point
- Project view
- Outcome
- Shared meeting context
Participants
Use the call entry
Open the video call entry in the project or client portal.
- Starting point
- Open project
- Outcome
- Conversation request in the project context
Project lead
Record the outcome
Update tasks and documents with the agreed next steps.
- Starting point
- Coordination
- Outcome
- Current project status
A conversation with a concrete outcome.
For example: the client selects a draft, the team adds the mobile view and the project lead sets a new date. Record the decision on the task so it remains easy to find after the conversation.
Less reading out status. More resolving questions.
An up-to-date project answers routine questions before a meeting: Which task is open? Which file is shared? What happens next? Keep that information in the project so the next meeting does not have to begin by reading out a task list.
Video calls remain useful when you need to decide together. Share a design in the client portal beforehand, then discuss the unresolved options on the call. Tasks and documents are accessible during the conversation. Record the outcome in the project so absent colleagues can continue working.
Questions from agencies and consultancies
Why would an agency use a video call within a project?
For conversations that need a decision: reviewing a design, clarifying a document or discussing next tasks. The call sits in the project context. Chat, task and document tabs keep the relevant content close to the conversation.
Do I need a separate Zoom integration for an OOKI video call?
The video call entry point is built into OOKI; you do not need to set up a Zoom integration in the project. Start from the project or client portal and work with its documents. Test any particular participant or network requirements before a larger meeting.
What does the call interface include?
The OOKI interface includes participants, chat, screen sharing and tabs for tasks and documents. It also provides microphone, camera and leave-call controls. This lets the discussion centre on a specific project file or task.
Does every project update need a call?
No. Keep task progress and shared documents current so the team and clients can see where things stand. Use calls for decisions and open questions. For example, share a design beforehand and discuss only the unresolved detail in the meeting.
Where do I find the video call?
The entry is in the project view and client portal, so the meeting starts from the shared project status.
Can I start a call in the sample demo?
You can open a simulated meeting room. The demo does not access your camera or microphone or connect real participants.
Discuss your project process with us.
Show us how you organise client meetings today and what participant and privacy requirements you have.
Request a video call demo (DE)