Meeting Tasks

What gets decided in the meeting actually gets done

Every discussion point becomes a task with an owner, a due date and a place on the board - tracked to completion, across every meeting.

Jour fixe · Project Titan

Minutes

Get a quote from supplier B
Send layout approval to client
Provision the test environmentTask

Tasks

Get a quote from supplier BLWFri
Send layout approval to clientMKWed
Provision the test environmentSYMon

The decision was clear. What came of it, nobody knows.

Tasks from meetings live in minutes, on sticky notes and in people's heads - and that is exactly where they fade away.

Buried in the minutes

Action items sit in the minutes, but nobody works through a document. Without a spot on the board, nothing happens.

No one feels responsible

Without a clear owner and a deadline, every task stays a non-binding intention.

Every meeting starts over

The first twenty minutes go to reconstructing the status of the last open points.

No view across the meetings

Project leads and the PMO can't see which commitments from which recurring meeting are still open.

From the spoken word to the finished task

Four steps - no tool switching, no double bookkeeping.

01

Capture

During note-taking a point becomes a task - straight out of the minutes.

02

Assign

Set owner, due date and priority while everyone is still at the table.

03

Track

The task lands on the Kanban board and stays linked to the meeting.

04

Review

Open points and decisions roll up across the entire meeting series.

From the minutes

Tasks are born while you write - not afterwards

Link people and cards right inside the minutes text. A sentence in the notes becomes a real task without ever leaving the editor.

  • @-mention in the text links a person or a Kanban card
  • Focus mode for distraction-free live note-taking
  • Decision and task hang off the same minutes entry
  • Nothing gets lost between the note and the execution
Live minutes · Focus mode

Decision: compare quotes from two suppliers.

Task: get a quote - @L. Web

L. Weber · Procurement
#142 Supplier comparison
Linked@L. Weber · #142

Get a quote from supplier B

from meeting
Owner
LWL. Weber
Collaborator
MKM. Koch
Due
Fri, Mar 22
Reminder 2 days before
Priority
High
Belongs to
Project TitanJour fixe

Ownership & deadline

A task becomes binding once a name and a date are on it

Every meeting task carries an owner, a due date and a priority. The reminder speaks up on its own, before the deadline slips.

  • Owner and collaborators per task
  • Due date, optionally coupled to a milestone
  • Automatic reminder with an adjustable lead time
  • Priority and labels for later sorting

On the board

Every commitment gets a visible place

Meeting tasks run on the same Kanban board as the rest of the project work - firmly linked to the meeting they came from.

  • The task belongs to both the project and the meeting
  • Status by drag & drop from open to done
  • The “from meeting” origin stays visible at all times
  • Board, list and Eisenhower views as needed
Project board · Titan
Open1
from meeting

Get a quote

LW
In progress2

Send layout approval

MK
from meeting

Provision test environment

SY
Done1

Send minutes

AB

New task for you

Get a quote from supplier B · due Fri

Activity

L. Weber created the card

@M. Koch mentioned - added as collaborator

Status: Open → In progress

Reminder: due in 2 days

MK

M. Koch

Quote requested, response expected by Thursday.

Notified & collaborative

The owner finds out instantly - not when the minutes go out

Assignment triggers a notification. Questions, mentions and every status change stay documented on the task.

  • Notification to the owner right at assignment
  • Whoever is mentioned in a comment is automatically involved
  • Activity trail shows every status change with a timestamp
  • A central inbox bundles tasks, decisions and deadlines

Across meetings

Open points move to the next agenda on their own

Whatever isn't done by the next meeting you flag once - and it automatically appears on the agenda of the follow-up.

  • “Carry to next agenda” in one click
  • Open task shows up at the top of the next meeting in the series
  • Existing cards can be added to any meeting
  • No point falls through the cracks between two meetings

Provision the test environment

Carry to next agenda
Jour fixe · next meeting

Agenda

01Provision the test environmentopen from last week
02Status supplier comparison
03New points
Meeting series · Jour fixe Titan

4

Open

12

Done

5

Decisions

Recent meetings

W 123 open
W 111 open
W 100 open

Also project-wide across all meetings

Series & PMO

The whole recurring meeting at a glance - open tasks and decisions

Across a meeting series or an entire project you see, bundled together, which tasks are still open and which decisions have already been made.

  • Open tasks bundled across all meetings in the series
  • All decisions of the series in one place
  • Also project-wide across every meeting
  • The overview project leads and the PMO need to steer

Extra effort? Quite the opposite.

Meeting tasks are meant to take work off your plate, not add to it.

The AI makes the first move

The assistant drafts the task on request and creates it after your confirmation - you just review.

It reminds you by itself

Approaching deadlines speak up automatically. You don't have to keep a list in your head.

No double bookkeeping

The task exists exactly once - on the board and in the meeting at the same time, with no retyping into a second tool.

Fits together

Not just tasks - decisions become traceable too

Every meeting records decisions with an owner and an approval status. Tasks and decisions together make the complete record.

Frequently asked questions

Everything you need to know about meeting tasks in WORKSPACE.PM.

No. A meeting task is the same Kanban card that runs in the project - just additionally linked to the meeting. You maintain it in one place and see it in both.

Assignment sends a dedicated notification to the responsible person. On top of that, the system reminds automatically before the deadline is reached.

Yes. Meeting series have their own roll-up: open tasks and decisions come together across every meeting in the series, and open points can be carried to the next agenda.

Visibility follows the project and board permissions. Owners and participants see their tasks in every view; project leads and the PMO see the roll-up across series and project.

Minutes including tasks and decisions can be exported as PDF or Markdown - for distribution lists without system access or for archiving.

Turn your next meeting into results instead of notes

Try WORKSPACE.PM free for 30 days and turn meetings into tracked tasks - with your real meetings.