Create actions from a meeting

Turn an agenda item into owned follow-through while its context is fresh. Start with the relevant agenda item open.

1

Open the task form

Select the checklist icon beneath the agenda item, then select Add Task.

2

Complete the task

Enter a task title and add the assignee, due date and context needed to complete it.

3

Create the task

Select Create Task. The task appears beneath the agenda item and on the meeting’s Tasks tab.