How to export talking points and tasks from the meetings?

Category: General

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.

meetings

Step 2:

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

export

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

taking_points

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

tasks

Related Answer Post,

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

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