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HeyMoa

I want to split meeting tasks across my team

Set an assignee and a due date for each task from a meeting, then view tasks by status, by project, or as your own list.

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What's happening

Tasks from the meeting don't have an assignee yet. Teammates want to see only their own tasks.

Where to look first

Before the review is confirmed, check tasks in the note's [Summary] tab. ==After it's confirmed, check them on the [Tasks] screen in the sidebar.==

Try these steps

Filtering with the tabs and [My tasks].
  1. Before confirming, click [Set assignee] on a task in the [Summary] tab Pick a person.
  2. Click [Set due date] on the same row Pick a date.
  3. Confirm with [Finish review] The tasks are added to the project.
  4. Open [Tasks] in the sidebar Confirmed tasks appear in a table.
  5. Click [Set assignee] on a row with no assignee Choose who owns it.
  6. Teammates turn on [My tasks] They see only their own tasks in one place.
  7. Pick a project from [All projects] The list narrows to that project.
  8. Click [Add task] for work that came up outside a meeting Tasks you create yourself go into the same table.

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