One confirmation gives each owner a to-do and a project task
What moves
A confirmed action item can also open a task on a project's board.
Before you start
- Both modules in your plan
- A project chosen in settings or when confirming
Step by step
- OrganiserMeetings & Video
Confirms minutes naming a project.
You see:A to-do and a task are requested for each action item with an owner.
- SystemProject Management
Creates the tasks.
You see:They appear on the board next to each owner's to-do in Activities, and confirming the minutes again creates no duplicates.
Related
- Meetings & Video
- Project Management
- People are told when recordings, transcripts and minutes are ready
- Recordings and meeting files live in your company storage
- A chat call grows into a meeting
- Recording starts and everyone is asked for consent
- The host hands the meeting over and a co-host ends it
- Connections between modules