Meeting action items become project tasks

What moves

When minutes are confirmed, each action item with an owner becomes a task in the project chosen at confirmation (or the workspace's default meeting project), once, in the first column of its board.

Before you start

• Project Management and Meetings in your plan
• Each action item has an owner who has a sign-in
• A project is chosen when confirming the minutes, or a default meeting project is set

Step by step

1. Meeting organiserMeetings & Video

   Confirms the minutes with action items, choosing the project.

   You see:The action items are sent for task creation.

2. SystemProject Management

   Creates a task for each action item with an owner, with title, assignee and due date, skipping any already created.

   You see:The tasks are on the board, with a link to the meeting in the description.

3. Project memberProject Management

   Opens My tasks.

   You see:Finds the new task.

Related

• Meetings & Video
• Project Management
• Meetings feed the meetings and events report
• One confirmation gives each owner a to-do and a project task
• People are told when recordings, transcripts and minutes are ready
• Minutes are drafted, reviewed and turned into assigned work
• Questions are taken in order from the raised-hand queue
• Connections between modules