Meeting Tasks

  • Go to the Meeting Page and scroll down to the Tasks box

  • Click + Task

  • Enter Task description, assign to a meeting attendee, assign a due date and Save


Minutes Tasks

If you would like to record tasks in the official minutes you can do that in our Minutes Maker. 


  • Go to the “Take Minutes” or “Edit Minutes” Page

  • Enter in Task Description 

  • Select “Task” in the dropdown and Save

  • Assign the task to a meeting attendee and a due date

    • The assigned user will receive an email notification and see the new task on their Dashboard.