How to Manage Tasks

Learn how to create, assign, track, and complete tasks in meetings and workrooms.

Creating a task

Tasks can be created in two places:

In a meeting:

1. Open a meeting and go to the Tasks tab.
2. Click New Task.
3. Optionally add a task description, assign it to a user, and set a due date.

In a workroom:

1. Open a workroom and go to the Tasks section.
2. Click New Task.
3. Optionally add a task description, assign it to a user, and set a due date.

Assigning tasks

Select the user who is responsible for completing the task. You can assign tasks to any member of the meeting or workroom.

Setting due dates

Set a due date to establish when the task should be completed. Tasks with due dates can be synced to integrated calendars (Microsoft 365 or Google Workspace).

Setting task reminders

Automatic reminders can be set on each task to send 1 week, 5 days, 3 days, and 1 day prior to the due date.

Completing tasks

When a task is done, mark it as complete. Completed tasks remain visible for reference but are indicated as finished.

Managing all tasks

Go to Tasks in the navigation menu of the admin app to see and manage all tasks.