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Keep working notes

Open Tasks → Notes in the workspace or side panel. Type into a tab; it saves automatically after a short pause. The save indicator shows progress or a failure with a retry option. Switching tabs also saves pending edits. Use New notes tab to add a tab, up to 20. Double-click a saved tab’s name or open its actions menu to Rename it. The same menu offers Delete, with confirmation. Notes are private to their owner and are separate from task-list audit.
Named working-note tabs with autosave status and Create tasks from notes action

Saved working notes.

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Turn a transcript or notes into tasks

  1. Paste the text into a notes tab. You can select a passage to use only that part; otherwise the current tab is used.
  2. Choose Create tasks from notes. AI must be available for your tenant.
  3. Review the suggested tasks. Edit titles, priorities and due dates, and untick anything you do not want.
  4. Choose Add tasks. Only the selected tasks are created.
Review suggested tasks with editable titles, priorities, dates and include checkboxes

Genuine AI suggestions from a synthetic operations-review transcript.

Suggestions do not create tasks until you approve them. Verify dates and scope before saving. For a transcript attached to a meeting, use the meeting’s Transcript & AI step, where generated action items can be reviewed and assigned to staff.