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Create and Manage Tasks in the Meetings Tool

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Background

You can now create, view, and manage tasks in the Meetings tool. Assignees receive notifications for tasks created from meetings. Project teams can easily track the task progress using timely notifications.

The Meetings tool provides a more competitive, integrated workflow compared to Excel and email-based tracking. It increases visibility and accountability for meeting action items.

Things to Consider

  • Required User Permissions:

    • 'Admin' level permissions on the project's Meetings tool.
      OR

    • 'Read Only' level permissions or higher on the project's Meetings tool with the 'Manage Meeting Items' granular permission enabled on the permissions template. See Meetings - Permissions.

Note: You must also have the necessary permissions enabled on the Tasks tool. See Tasks - User Permissions.

Prerequisites

Before you create and manage tasks from the Meetings tool, you must complete the following:

Steps

  1. Navigate to the project's Meetings tool.

  2. Click a meeting title that you have already created, and navigate to the Agenda section.

  3. Select a meeting item and locate the Tasks section.

  4. To create a task directly from the meeting item, click Create Task in the Tasks section.
    The Create New Task screen appears in the right side panel. For information on creating tasks, see Add a Task.
    Note: Since the Meetings tool is integrated directly with the Tasks tool, all tasks created from the Agenda section are also populated in the Tasks tool.

  5. (Optional) To manage the meeting follow-up settings for tasks, do the following:

    1. Go to the Meetings > Settings page.

    2. Scroll to the Meeting Follow-Up Settings section.
      The Carry over all tasks option is disabled by default. This indicates that only open tasks carry over to follow-up meetings.

    3. If you enable the Carry over all tasks option, all tasks (initiated, closed, void, in progress, and ready for review) carry over to follow-up meetings.

  6. To manage a task from the meeting item, do the following in the Agenda section:

    1. Click a task title in the Tasks section.
      The task information appears in the right side panel.

    2. Click the vertical ellipsesIcon Vertical Ellipsis icon.
      You can use the following options to manage the tasks:

      • View Tasks page: Use this option to view general information of the task on the Tasks tool. You can also view the origin source for the task.

      • Edit Task. Use this option to edit the task details from the Meetings tool.

      • Delete Task. Use this option to delete the task from the Meetings tool.

See Also