Tasks & Meeting Notes
Assign work, capture decisions, and keep everything linked to the project. Due dates flow to the calendar; progress rolls up to dashboards.
- ✅Task lists with assignees, statuses, and priorities
- ✅Project-linked meeting notes with decisions & action items
- ✅Mentions, tags, and attachments
- ✅Calendar sync for deadlines and reviews
- Finalize preliminary platDue Fri • Lane • High
- Utility coordination callDue Thu • Sam • Medium
- Upload survey exhibitsDue Tue • Taylor • Low
Decision: proceed with 40% design for drainage. (ref: DRN-02)
- Action: @Sam to request utility maps (due Thu)
- Action: @Taylor to prep exhibits for client
What you can do
Structured tasks
Status, assignee, priority, due date, and checklists—organized by project.
Meeting notes
Fast capture with headings, decisions, and auto-linked action items.
Tags & mentions
@mention teammates, add #tags, and keep context searchable.
Attachments
Drop in PDFs, images, and files; everything stays with the record.
Reminders
Due-soon nudges and follow-ups so nothing slips through.
Calendar sync
Deadlines and reviews appear on the schedule automatically.
Rollups
Progress and counts roll up to the project dashboard.
Linked to services
Tie tasks to proposal items or deliverables for traceability.
Search & filters
Find tasks and notes by project, tag, assignee, or date.
How it works
- Step 1CaptureTake meeting notes inline; mark decisions and instantly create action items.
- Step 2AssignSet owners, priorities, and due dates; link tasks to the relevant project.
- Step 3TrackWatch status and progress roll up to dashboards; deadlines sync to calendar.
Run your work without losing the thread
Capture meetings, assign tasks, and keep it all tied to the project.