How to Add a Custom Task from a Meeting

Created by Privv Support, Modified on Fri, 25 Oct, 2024 at 4:40 PM by Privv Support

Open the Dashboard for the project the meeting is associated with.
Click on the Meetings module in the Navigation Bar.
You will see three dropdowns: Upcoming, Past, and Recently Deleted. Open the dropdown for the meeting and click on the meeting.
Click on the Tasks button on the far right.
This will open a pop-up. Click the + button.
This will open a pop-up that allows you to create a new Task. Enter the Task Description and Due Date and assign the task to the desired users.
Click the green checkmark.