Meeting Based Tasks and Actions

Creating a Task from a Meeting

Quickly add tasks directly from the meeting to keep things in context and assign them easily.

Task Overview in Agenda

Tasks appear in the agenda section of the meeting they’re created in, so you can track them in context.

Meeting-Based Tasks and Actions

Turn meeting discussions into clear, actionable tasks. This section shows you how to create tasks directly from meetings and track them in context, so nothing slips through the cracks. Add tasks right from agenda items and assign them to the right people and see tasks in context, under the agenda item they relate to.

A task shown in the agenda. This is a meeting-based task.

Recording Tasks in Meeting Minutes

With the Minutes Wizard, you can choose to include tasks in your meeting minutes. Tasks are not added automatically, you decide which actions to record while preparing the minutes.

Each task can include:

What: Task title or description
Who: Person responsible for completing the task
By When: Due date
Priority: Level of urgency or importance

Tasks appear under the relevant agenda item in the minutes, providing full context and traceability from discussion to action. This ensures clear accountability and makes it easy for board members to review agreed actions after the meeting.