How to Create Tasks from Meetings, Calls and Contacts
From a Smart Meeting
- Open the meeting in Smart Meetings.
- Go to Action items.
- Select Add task next to a suggestion.
The task is created with the title and description the AI suggested.
From a phone call
Call summaries from Phone Numbers also list action items. Add them as tasks the same way.
From a contact
Open a contact and select Add task. The task is linked to that contact automatically.
From Scout
When you save prospects from Scout, you can create follow-up tasks for them in one step.
Why it helps
Tasks created this way are already linked to the right person, so nothing is forgotten after a meeting or call.