Tasks

Create Tasks

Note: Tasks can be created for specific Agenda Item or the entire meeting

Create tasks from Agenda
- For an Agenda item, click on + Task to create a task to open the right side panel

Create tasks in the Meeting Minutes in Word or OneNote

View and Manage Tasks

Decisions Agenda
- In the Decisions Agenda you will see the number of open Tasks in the Planner Plan for that team/group/channel and can click on the link to open it in Planner or download the tasks to Excel via the green box

- Tasks can be marked as completed from the agenda or in Planner
Planner

- In Planner you can see all the open tasks for the plan for each team/group/channel
- Decisions supports users Creating buckets to sort tasks
  - Tasks can be moved from one bucket to another within the same plan
- View Planner dashboard here
To Do
- The Microsoft To Do app shows you all tasks assigned to you across different Planner plans, and is a great app to get your personal view
- Learn more about Microsoft To Do
Teams
- Channel Tab
  - Learn how to add a Planner plan to channel tab
- Teams App - Tasks by Planner and To Do
  - Learn how to use MS Tasks app

Note: Decisions supports tasks created from meetings tied to private channels. Our solution automatically creates the plan using Rosters in Microsoft Planner

Tasks

Decisions allows you to easily create and assigns tasks from the Agenda or in the Minutes and integrate it with Microsoft Tasks (Planner & To Do)

Create Tasks

View and Manage Tasks