Reviewing and confirming the summary

1. Click an item to see its source The source remarks expand. Click a remark to jump to that line in the transcript.
2. Edit or exclude it In an expanded item, use [Edit], [Exclude], or [Undo exclude]. Excluded items are left out when you confirm. In [Edit], press Enter to save, Esc to cancel, and Shift+Enter for a new line.
3. Add your own Click [Add decision] or [Add task] below a section. Items you add are marked [Added manually], and items you edit are marked [Edited].
4. Set an assignee and due date On a task, click [Set assignee] and [Set due date]. You can set these only on tasks, issues, and questions.

If a task is assigned to an unnamed speaker, use [Name speaker] to set who the assignee is.

Any workspace member can edit and confirm a review. If someone else edited it first, you see “The review was changed.” Reload, then save.

AI makes two kinds of suggestions. To confirm, you need to choose what to do with each one.

• [Earlier decision]: Asks whether to replace a decision already confirmed in the project with the new one. Under “What should happen to the earlier decision?”, choose [Replace] or [Keep]. A decision that has already ended is marked “Already ended.”
• [Change existing task]: Suggests changing the status, assignee, or due date of a task that already exists. Choose [Apply] or [Skip].

1. Check the bar at the bottom It tells you “Add N decisions · N tasks.” If any suggestions are still unchosen, you're blocked with [N suggestions to review]. Click [Go to suggestions] to get to them.
2. Click [Finish review] A confirmation appears.
3. Click again in the confirmation The included items are confirmed in the project.

After you confirm, the included tasks become project tasks and appear on the [Tasks] screen. Decisions, issues, and questions are kept as records in the project.

You confirm only once. If you see “The project's approval rules changed. Please reload.”, reload the screen and confirm again.

Nothing goes to the project until you click [Finish review].

• Ending a meeting and analysis — How the summary is created
• Tasks — Manage tasks created by confirming
• I want to check the summary and confirm it — Steps through to confirmation