Add and manage tasks

Any participant can add tasks to keep meetings productive and organized. They can manage tasks as needed and mark them as completed once achieved. Additionally, they can use Marissa AI to generate tasks based on discussion points.

Adding tasks within a meeting helps delegate responsibilities, track action items, and ensure accountability among participants, leading to more effective follow-ups and goal completion. This approach enables teams to streamline workflows, minimize miscommunication, and enhance collaboration.

Navigate to the Candy  Box on the left pane and select Meetings.

1. Go to My Meetings on the left pane and click a meeting.
2. Go to the Tasks tab.

Add a task manually

You can add tasks and assign them to any other participant in the same meeting.

1. Click Add tasks and type the title for a task.
2. Click the Assigned to drop-down and select a participant.

By default, your name is selected for a task, but you can assign it to other participants. Each task is assigned to only one participant.

  3.   Click the Calendar Icon to set the due date for the task.

  4.   Type the description and click Save.

Add a task using Marissa AI

  3.   Follow steps 1 and 2.

  4.   Click the Marissa Icon next to Tasks.

  5.   Select one or multiple tasks and click Add.

If the suggested tasks are not relevant, click Regenerate to generate a new set of tasks based on the discussion points.

  6.   Click the Calendar Icon to set the due date.

  7.   Type the description and click Save.

Manage a task

After adding tasks, you can manage the ones that you create if required.

Hover over a task and select the Edit Icon to modify it or Delete Icon to remove it.

Select a task to mark it as complete. A completed task appears with a strike-through.

After adding and achieving tasks, you can view them by All, Pending, and Completed statuses.

You can also view tasks assigned to you on the My Meetings page. Learn more in Meetings user guide for employees.