How to export talking points and tasks from the meetings?

Profit.co provides an option to export talking points and tasks in .CSV file in the meetings.

Why this Feature?

By using this feature you can download the information added in the talking points and the tasks in report format.

Step 1:

Go to Home → Meetings.

Step 2:

In the Meetings main menu, click any of the meetings and select the Export button.

If you click on the Talk points, the report will be generated for Talking Points.

If you click on the Tasks the report will be generated for Tasks.

Related Answer Post,

To learn about the process of scheduling a meeting, click here.