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Task Overview in Agenda

Task Overview in Agenda

Once you've created a task from a meeting, it will appear in the agenda section of that meeting. This lets you view tasks in context right alongside the agenda items they relate to, making it easy to track actions and follow up. Once a task is added, you cannot edit it, other than adding a comment.

The agenda view will show key task information from left to right:

  • Status
  • Priority
  • Created by
  • Due date and time
  • Number of comments

    Task Options Menu (Three Dots):
    Click the three dots next to a task for more options:


View Task: Opens a pop-up with full task details, including:
Title
Description
Assigned members
Priority
Due date and time

You can also:
Add a comment. This is the only part you can edit
View comments
Click Update (green button) to save any changes
Click Close to exit without saving
Click Delete to remove the task

Include/Exclude Task on Agenda: Toggle whether this task appears on the agenda.
Delete: Permanently remove the task.