Tasks & Action Items
How tasks work
Section titled “How tasks work”When Plannd analyses a meeting recording, it identifies action items and suggests assignees based on the conversation. These become tasks that you can track and manage.
Creating tasks
Section titled “Creating tasks”Tasks are created in two ways:
- AI extraction — Automatically detected during analysis, linked to the action item in the summary
- Manual creation — Click Add task in the task panel to create one yourself
Assigning tasks
Section titled “Assigning tasks”Each task can be assigned to:
- A registered user — They’ll receive an in-app notification
- An email address — They’ll receive an email with a link to view and update the task
Task statuses
Section titled “Task statuses”| Status | Meaning |
|---|---|
| Pending | Not yet started |
| In Progress | Work has begun |
| Completed | Finished |
Assignees can update their own task status. Session owners and editors can update any task.
Comments
Section titled “Comments”Tasks support comments for quick discussion. Assignees with task-scoped access can comment on their assigned tasks without needing full session access.