What's happening
The summary has a wrong decision or is missing a task. You want to fix it before it goes into the project.
Where to look first
The [Summary] tab must be open in [In review]. If it already shows [Confirmed], you can't edit the review items.
Try these steps
- Skim the overview and topics in the [Summary] tab Get a sense of what was captured first.
- Click a decision or task that looks off The lines it was based on expand.
- Click a source line You see what was actually said at that line of the transcript.
- Click [Edit] on anything that's wrong An input field opens.
- Press Enter to save Your change applies right away.
- Click [Exclude] on items you don't want to keep Excluded items aren't added to the project.
- Add anything that's missing Click [Add decision] or [Add task] under the section.
- Choose an assignee from [Set assignee] on a task You can set one for each task.
- Choose a date from [Set due date] Click a date to set it.
- If there are suggestions, choose them one at a time These are [Replaces an earlier decision] and [Change existing task] suggestions.
- Click [Finish review] in the bar at the bottom A confirmation dialog opens.
- Click [Finish review] again in the dialog This is what adds everything to the project. Nothing is added before you click it.