> ## Documentation Index > Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt > Use this file to discover all available pages before exploring further. # Notes and AI task suggestions > Save private working notes and review suggested tasks extracted from them. ## 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 ## 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 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](/user-guides/calendar/add-meeting-transcript), where generated action items can be reviewed and assigned to staff. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.