Support Center

Tasks & decisions

In this article you will learn :

  • How to create  and assign a task or a decision
  • How to filter and sort tasks & decision
  • How to change the status of a task or a decision

How to create and assign a task or a decision?

During a meeting, while taking the minutes, the chairperson can create and assign tasks & decisions.

  1. In the "Minutes" tab, select an agenda item
  2. Click on "Add decision" or "Add task"
  3. Fill in the fields: 1. Decision taken; 2. Review date; 3. Assignee.
  4. Save it

How to filter and sort tasks & decisions?

You can have an overview of all the task & decisions in your room for a better follow up.
It's available under the "Tasks & decisions" page

You can sort the tasks & decisions by:

  • Open
  • Overdue
  • All

Organise them by:

  • Date
  • Assignee
  • Status

You can also filter it by groups

And also by choosing to see only the tasks or the decisions

How to change the status of a task or a decision?

You can change the status of a task or a decision from the overview. Click on the dropdown menu and change it.

Tip

You can go directly to the minutes it belongs by clicking on the name of the meeting below the task or decision.

The second option to change the status of a task or a decision is to do it directly from the minutes of the meeting by clicking on the dropdown menu of the status. 

Warning

You will have to republish the minutes once you changed the status of a task or a decision.

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