View all tasks
Open [Tasks] in the sidebar to see your workspace's tasks. When you confirm a meeting review, the tasks you included appear here.
- [In progress], [Done], [Canceled] tabs: Each tab shows a count.
- [My tasks]: Turn it on to see only tasks assigned to you.
- [All projects]: Click it to narrow down by project.
The [In progress] tab groups tasks into [Overdue], [This week], [Next week and later], and [No due date]. The columns are [Task], [Project], [Assignee], and [Due date].
Tasks load 30 at a time. To see more, click [Show more tasks].
Edit tasks and see history
- Mark it done Click the circle on the left of the row. Click it again to reopen the task.
- Set the assignee Click [Set assignee] and choose a member, a guest participant, or an unnamed speaker.
- Set the due date Click [Set due date] and pick a date.
In-progress tasks past their due date show in red. A task is in progress, done, or canceled.
Hover over a row to show [History] and [Edit]. History shows who created and changed the task. Changes from confirmed meetings are listed too, newest first.
Any workspace member can edit a task. If someone else edited it first, you'll see “Someone else edited this first, so the latest version was loaded.” Check the latest version, then make your edit again.
Add a task yourself
You can add work that came up outside a meeting as a project task.
- Click [Add task] A form opens.
- Fill in [Task] and [Project] Both fields are required.
- Set [Assignee] and [Due date] if you need to These two fields are optional.
To create tasks while wrapping up a meeting, see Reviewing and confirming the summary.
Frequently asked questions
When do meeting tasks show up here?
When you confirm the meeting review, the tasks you included appear. They don't show up before you confirm.
Can I see only my tasks?
Yes. Turn on [My tasks] to see only tasks assigned to you.
Can I edit tasks someone else created?
Yes. Any workspace member can edit them.