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✔️Tasks

This article explains how to use the Tasks feature to centralize all action items from meetings, whether AI-detected or manually created.

Aparna avatar
Written by Aparna
Updated over 2 months ago

The Tasks feature keeps all your action items organized in one place, whether they’re AI-detected or manually created.

Each task is linked to the original meeting where it was discussed, making it easy to track progress, assign responsibilities, and collaborate effectively.

Key Task Views

📆 Task Categories

Organize tasks for easy tracking:

  • Today: Focus on tasks due today.

  • Upcoming: Plan ahead with future tasks.

  • My Tasks: See tasks assigned to you.

  • Created Tasks: Track tasks you’ve assigned or created.

🚧 Task Filters

Filter tasks based on their status:

  • To Do: Yet to be started.

  • In Progress: Actively being worked on.

  • Completed: Finished and archived.

🔍 Special Views

Locate specific tasks quickly:

  • Tasks Without Deadlines: Add missing due dates.

  • Meeting-Specific Tasks: Group tasks by meeting for better context.


Managing Tasks

✍🏻 Task Creation

Create tasks easily in two ways:

  • AI-Detected: Automatically generated during meetings.

    • Review and confirm task details.

    • Add deadlines or descriptions if needed.

  • Manual Creation: Add tasks anytime.

    • Assign tasks, set deadlines, and add descriptions.

    • Include meeting context for clarity.

🫱🏽‍🫲🏽 Task Details

Each task contains:

  • Title, description, creator, and assignee

  • Deadlines and status updates

  • Link to the original meeting for context

  • Comment thread for collaboration.


Task Actions

Stay organized and up to date:

  • Adjust deadlines as priorities shift.

  • Update statuses to reflect progress.

  • Archive completed tasks.

  • Add comments to clarify requirements.

  • Review original meeting discussions for context.


Meeting Integration

✅ Post-Meeting Task Review

Turn discussions into actionable tasks:

  • Review AI-detected tasks with meeting segments.

  • Confirm task details, assignments, and deadlines.

  • Add tasks for all participants to see and collaborate on.

🖼️ Task Context

Stay connected to the big picture:

  • Access linked meeting insights.

  • Playback task-related discussions.

  • Review full meeting details to clarify requirements.


💛Tips for Maximum Value

  • Regularly check tasks without deadlines to ensure nothing slips through.

  • Verify AI-detected tasks to avoid missed details or misinterpretations.

  • Use meeting playback to clarify requirements and expectations.

  • Keep task statuses up to date for better organization.

  • Add detailed descriptions and comments to improve collaboration.

  • Review tasks post-meeting to confirm deadlines and responsibilities.

🔔Important Notes

  • Tasks, once added, are visible to meeting participants, promoting transparency and collective ownership

  • Tasks are always linked to their original meeting for added context.

  • AI detection captures action items discussed in meetings.

  • Clear deadlines enhance accountability and follow-through.

  • Task comments enable seamless communication and collaboration.

  • Regular task reviews help keep your workflow organized and efficient.


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