Comment pouvons-nous vous aider?

Assign Tasks in Meeting

With Beenote, you can assign tasks in meetings. Whether they are personal or assigned to teammates, you can make sure you follow up after the meeting.

 

1.When you are in a meeting and you want to assign tasks related to the topic, click on this iconen-reunion-assigner-tache-bouton.

Learn more on how to Create an Agenda >

2.A new section will then be available.

 

For the simplified version of the task assignment:

(1) Enter the title of this new task.

(2) Indicate to whom you wish to assign the task, yourself or a teammate*.

*To be able to assign a task to one person or assign another person as an observer, the task must be linked to any file other than the Personal Folder. Why is this? It’s easy to understand! The Personal File is only for you. As its name indicates, this folder is personal, meaning that no other person has access to it. Therefore, you cannot name anyone other than yourself as being responsible for a task in this folder.

(3) You can specify the details of this task by dictating the information via the audio recording option.

 

For the detailed version of the task assignment :

(1) Click the arrow to the right of the section.

(2) You will then be able to enter more details about the task: the task title, details, the person responsible for the task (Assigned to), the observer(s), the deadline, the status (Not started, In progress, Pending, Cancelled and Completed) and the priority of the task.

(3) You can always specify the details of the task via an audio recording. Save writing time by dictating the information.

(4) You can also add a file or a link related to the task by clicking on these icons links-files-icon.

 

Article that may interest you: Recurring Tasks

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