How to turn meeting decisions into tasks

Steps

1. 01

   Meet in a room and start transcription

   Click a meeting room on the floor plan to join its call, then click Start transcription in the call controls. While it runs, the call header says Transcribing and the lines are saved to the meeting minutes.

   In the user guide
2. 02

   Write the decisions and action items in the minutes

   Open Meeting minutes in the Office navigator and click the meeting. Under Description, everyone can edit the notes at the same time; use headings, lists and to-dos for decisions and action items.

   In the user guide
3. 03

   Name the minutes so you can find them later

   New minutes are named after the room and the date, so click the title at the top and rename them, for example "Beta 1.0 scope review". Later, use Search meeting minutes to find them by title.

   In the user guide
4. 04

   Turn each action item into a linked issue

   Click ⋯ at the top of the minutes and choose New related issue. The issue is created in Tracker and linked back to the meeting.

   In the user guide
5. 05

   Give the issue an owner and a date

   In the New issue dialog, type the Issue title and use the chips to set the assignee, due date and milestone, then click Create issue. Every issue assigned to someone appears as an action item in their Planner.

   In the user guide
6. 06

   Plan personal follow-ups in the Planner

   For small to-dos that don't need an issue, open Planner and type in Add Action Item, press Enter to save. Right-click an action item and choose Schedule… to block time for it.

   In the user guide
7. 07

   Or ask Maxima to create the issues

   In AI Workers › Chat, tell Maxima which issues to create, in which project and for whom. Maxima asks before creating more than three issues in one go, and only does what you are allowed to do.

   In the user guide