From Meeting Notes to Action Items
Review decisions and confirm project tasks from meeting notes.
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1Paste notes
Enter a meeting title and notes. Include owners and dates when they were actually agreed. Avoid unnecessary personal information.
2Generate and review
Generate summary & actions produces a summary, decisions, risks, open questions, follow-up topics and action items. Missing owners or dates remain blank. Review and edit all output before use.
3Confirm tasks
Select the actions to create and choose a destination project. Confirm and create tasks is required before any tasks are saved. Exact staff-name matches become owners; unknown names remain unassigned.
4Save and follow up
Save the meeting to retain notes and the reviewed result. Converted actions are marked Task created to prevent accidental duplicate conversion. Tasks appear in Project Planner and Priorities.