Syncing Tasks and Decisions with Decisions Meeting Documents Manager for Word

Decisions add-in for Word automatically creates a meeting minutes file in a Word document for easy note-taking and tracking. While writing, it picks up tasks and decisions, and syncs them with Microsoft Planner.

Step I: Write your task or decision in Word

While taking meeting minutes, simply write out a task or decision, using this pattern:

Task: action item @name dd.mm.yyyy
Decision: decision

Important note:Additional synonyms (words) for Task: and Decision: are supported. Scroll down towards the end of this article and look for the Synonyms section for details.

The following date formats are accepted for task deadlines:

patterns_for_deadline_Dates

Actual examples for tasks and decisions are provided at the end of this article.

Step II: Click “Sync”

word_1

An orange circle will appear in the Decisions add-in, indicating you have one or more tasks or decisions that need to sync to Microsoft Planner.

Step III: Click “Save”

word_2-2

After clicking “Sync,” an overview will be presented. It indicates the tasks and decisions associated with each agenda item.

Click “Save” to complete this step.

Synonyms

The following synonyms are supported

English

  • Task:
  • Action:
  • Decision:
  • Orientation

Norwegian

  • Oppgave:
  • Oppfølging:
  • Beslutning:
  • Vedtak:

Examples

The following entry will create a task and assign it to Julie Miller

Task: Write documentation @Julie Miller

To also assign a deadline, simply add the date

Task: Write documentation @Julie Miller 11.30.2017

The following entry will create a decision

Decision: The minutes are approved


In the Word meeting minutes they will appear like this:

word_3-1

Notice the orange circle; click “Sync,” then “Save” in the next step.