When your meeting has been processed, action items appear in the Tasks section of the Overview tab. From there, you can edit existing action items, add new ones, or turn them into tracked work by creating a new Project Management task, adding them as a subtask under an existing Project Management task, or sending them to your To-do List. Once linked to Project Management, action items and tasks stay in sync.
How to link a task
Hover over any action item in the Tasks section — an Add to > button will appear on the right. Click it to see your options:
Subtask in Project Management — adds the action item as a subtask under an existing task in Project Management
To-do list — sends the action item to your to-do list across your account
Task in Project Management — creates a brand new task in the project from the action item
Add a subtask to an existing Project Management task:
Hover over an action item and click Add to >.
Select Subtask in Project Management.
Search for and select an existing task, or select Add new to create a new task — the Meeting task will be added as a subtask.
The Meeting task is added as a subtask and linked in both the meeting and Project Management.
The task item is added as a subtask and linked in both the meeting and Project Management.
Add an action item to your To-do List:
Hover over an action item and click Add to >.
Select To-do list.
The task is added to your to-do list.
The task is added to your To-do List, where you can manage it alongside your other personal to-dos across your account.
Create a new Project Management task:
Hover over an action item and click Add to >.
Select Task in Project Management.
A task page opens. Set the Status, Team Members, Target Date, and Phase. You can also add Labels, Attachments, subtasks, and comments.
Click Done. The task is created in Project Management and linked back to the meeting.
The task is created in Project Management and linked back to the meeting.
How linked tasks stay in sync
Once an action item is linked, the task is managed in Project Management. From the meeting view you can:
Tick off the task to mark it complete
Click View in Project Management to open and edit the full task — update the due date, members, phase, and other details from there
If a linked task is deleted from Project Management, the action item reverts to a plain task in the meeting.
Note: Team members with edit access can also link action items to Project Management. If you select Retry summary, any tasks you've already linked to Project Management will not be affected.
How to view, remove or delete a linked task
Click the three-dot menu on any linked task to see your options:
View in Project Management — opens the task in Project Management
Remove from meeting — removes the task from the meeting. The task stays in Project Management.
Delete task in Project Management — removes the task from both the meeting and Project Management entirely.
How to edit and add tasks
Each action item in the Tasks section can be edited — click on the task text to update it.
To add a task that wasn't captured in the summary, click + Add task at the bottom of the Tasks section and type your task.
How to manage your tasks in Project Management
Once a task is created from a meeting, you can manage it alongside the rest of your project work — adding comments, attachments, and updating status.
For full details, see How to create and manage tasks.
Need more help with Meeting Notes? Contact our Support team via live chat for personalised assistance.