04 · Workflows
Workflow · Meeting → Tasks
Meeting to Tasks is the workflow that turns a finalized meeting into tracked work. Finalizing a meeting makes every action item a Task row in the Tasks tracker, notifies the assignee by email, and links the Task to its audio anchor so clicking it plays the moment it was assigned.
01 · Workflows
What happens to action items when I finalize a meeting?
Finalize a meeting → every action item becomes a Task row in the Tasks tracker. Assignee notified by email. The Task carries the source_item_id back to the audio anchor, so clicking the task plays the moment it was assigned.
02 · Workflows
What happens if I edit a Task after the meeting?
If you edit the Task description after the meeting, the change logs back. The original AI-generated text is preserved in revisions.
★ · Still stuck?
Email support.
Priority support on Business and Enterprise plans. support@trueleveler.com