How to export topics, notes and tasks from the meetings?

Category: General

Profit.co provides an option to export topics, notes and tasks from the meetings

Why this feature?

Using this feature, participants can establish a meeting agenda by utilizing topics, which provides a preview of the discussion and aids in preparation; it also allows for the recording of action items, decisions, and crucial points, which can be subsequently transformed into tasks with assigned responsibilities

Go to Meetings from the left navigation menu. Click on the meeting where you want to export the data.

If you click on the Topics, the report will be generated for Meeting Topics.

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

If you click on the Notes the report will be generated for Private Notes.

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

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