A Meeting Tasks Report is a document that outlines the tasks that were discussed during a meeting, along with any action items that were assigned to specific individuals or teams. The report aims to summarise the discussion and ensure that all attendees know what was discussed, what decisions were made, and what tasks need to be completed.
On your Dashboard, click on "Reports."
Click on "Meeting task report."
Click on pointing down caret next to "Status."
Select one or more "Statuses" of your choice.
Click on pointing down Caret next to the "Committees."
Select one or more "Committee Meetings" of your choice.
Click on pointing down caret next to the "Assignees."
Select one or more "Assignees" of your choice.
OR, you can search in the search bar by "Title." To search in a search bar by "Title," at least one "Assignee" must be selected.
Click on the rectangle "Generate pdf." And you will get a notification that an email has been sent to view your "Meeting Task Report."
You should have received an email with instructions to view your "Meeting Task Report."
I hope this article was helpful to you. If you need more help, don't hesitate to contact our help support by clicking on the Orange Icon in the bottom right corner or contacting us through email at [email protected].