Review a meeting note and add its tasks

Techstyles AI suggests tasks from what was said. None of them is added to the project until you choose to add it.

Before you start

• The note must say it is ready (not "AI is processing this recording…").

Steps

1. In the project's Meeting notes, click the note.
2. On Summary, read the AI summary and Key points.
3. Under the suggested tasks, check each one. Set an assignee on a task if you want to.
4. Click Add on the tasks you want, or Accept all to add every one.
5. Use Dismiss to hide a suggestion you don't want. Use undo to bring it back.
6. Open Recording to listen again, or Transcript to read it. Use Copy transcript or Export to take the text elsewhere.

What happens next

• Each task you add is created in the project's default phase, with the status To do. The suggestion shows Added.

Search and delete notes

• Use All, Recorded, Uploaded and AI notetaker, or Search meeting notes…, to find a note.
• To delete one, click the bin on its card and confirm Delete meeting note. This deletes the note, its transcript, summary and recording for good.

Good to know

• Assignees must be on the project team.
• Tasks you've added stay if the note is later deleted.
• The summary is a draft from AI. Check names, dates and quantities before you act on them.