Link meetings to projects

When you have related meetings (e.g., weekly recurring team meetings or customer meetings), you probably want to link all these related meetings to the same project. This ensures that:

• All meeting actions from these related meetings are grouped within the same project. This makes it straightforward to keep track of the progress of all these meeting actions.
• You can easily access all meeting notes from within your project.

Link meeting to a project

To link a meeting to a project, you can do the following:

• Navigate to the meeting
• Click the Link to project button in the toolbar
• Create a new project or select one of your existing projects
• Click the Select button to confirm

Once a meeting is linked to a project, you can easily navigate to the linked project as follows:

• Click the Linked project button in the toolbar
• Select Open project from the dropdown menu

Link meeting to another project

To link a meeting to another project, you can do the following:

• Click the Linked project button in the toolbar
• Select Link to other project... from the dropdown menu
• Create a new project or select one of your existing projects
• Click the Select button to confirm

Note that all existing tasks in your meeting are not automatically moved to the new linked project.

Remove link to project

To remove the link to a project:

• Click the Linked project button in the toolbar
• Select Remove link to project from the dropdown menu

Browse all project meetings

To get a list of all the project meetings and the tasks and decisions from those meetings:

• Navigate to your project
• Click Meetings in the top navigation