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Scenarios
How do I record a meeting and turn its minutes into tasks?
A meeting with the customer or the team becomes minutes you have checked and tasks with an owner and a due date.
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1
Switch recording on Office Owner Office administrator
Under Settings → Features switch on Meeting recording; in the panel below, choose what is recorded, how long it is kept and whether the minutes are written automatically.
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2
Record the call Office Owner Office administrator Project manager
In the room's call, as the host, choose audio only or video and audio and press Record. Everyone sees the notice and the consent card; whoever does not consent leaves.
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3
Review the minutes Office Owner Office administrator Project manager
After the call, on the room's Recordings tab, correct the summary, remove whatever does not hold and press Approve.
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4
Hand out the action items Everyone
On each action item of the approved minutes press Task; it takes the title, the due date and, where it was said, the owner.
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5
Keep them in Reports Everyone
In Reports, the room's minutes report brings the section AI minutes (approved).