How to handle Meeting Discussion Topics and Action Items in Asana?
Barbara Elena Ramirez
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9 steps
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2 minutes
Asana
1
Open the meeting note task once the meeting starts.
2
Start tracking time in your corresponding task.
3
Use the description to add notes during the meeting organized in the corresponding meeting topics.
4
If part of a note is an Action item (a task to be completed by someone), select the text and click the "Subtasks" icon.
5
It will create a subtask, then make sure it assigned to whoever will complete the task, and set a due date.
6
Go back to the Project List View.
7
Click the arrow next to the meeting name.
8
Select all the action items (tasks created during the meeting" and move them to the "!Action Items - Action Req'd!" of the project.
9
Stop tracking your time and complete the meeting task.