How to add tasks to a meeting?

Profit.co provides an option to add tasks to a meeting. 

Why this feature?

• This feature provides an option for employees to add tasks to a meeting for themselves or for other employees. 
• Assigning tasks during a meeting ensures that the decisions made and ideas discussed are quickly put into action, making the meeting more efficient.

Step 1 

Navigate to Meetings from the left navigation panel.

You will find the scheduled meetings on your calendar. Click on the meeting you want to attend, and 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

When you create a task in a meeting, a new workspace and board are created in the meeting's name.

For instance, if the meeting name is Sales Team - Sync up, the Workspace will be created as Sales Team - Sync up and the board will be as Sales Team - Sync up - Default Board.

Note: By default, the toggle for Create Default Task Board will be disabled, you can enable it while scheduling a meeting if needed.

You can also view the tasks added in a meeting in the Task Board by navigating to the Tasks from the left navigation panel.

You can also add Workspace and Board details when creating meetings. The chosen workspace and board will be visible on the meetings overview page. It will display the tasks in the selected workspace/boards and categorize them as unscheduled, upcoming, today, or overdue on the scheduled meeting page.

Note: 

Toggle Enabled, No Workspace/Board Selected: If the toggle “Create Default Task Board” is enabled but no workspace/board is chosen, tasks will be created under the default workspace/board in the name of the meeting.

Toggle Disabled, No Workspace/Board Selected: If the toggle “Create Default Task Board” is disabled and no workspace/board is chosen, tasks will be created in your space. 

Related Answer Post

To learn how to reschedule a meeting, click here.