How to change Workspace/Board of a task under Meetings?

Category: General

Profit.co provides an option to change the created task to a different workspace/board under Meetings.

Why this Feature?

  • By using this feature we can change the workspace/board associated by clicking on the selected workspace/board name above the Task name.
  • Moving tasks to the appropriate Workspace or Board ensures they are grouped with related tasks, making it easier to manage and track progress.

Step 1

Let’s schedule a new Team meeting.

After scheduling the meeting with the Sales team, create a new task under it. The topics will be displayed on the right.

Utilize the "/" command to Create a Task. Click on the Create Task button. Enter the Task name and click Save. 

Step 2

Select the text above the created task Select Space > Board.

You will be able to see workspaces and boards.

For instance, let’s move the created task to anyone on the board under the Workspace named Sales Space.

After moving you'll be getting the information to which Workspace/Board the task has been moved.

Related Answer Post

To learn the process of assigning tasks while scheduling a meeting click here.

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