Pull actions and decisions from Meeting notes

Josep Canet

Hello everyone,

In our company, we are working with Confluence and Jira and wanting to go a step ahead we would like to add an action and decision tracker to the project template that automatically pulls actions and decisions from the meeting notes.

Is that achievable??

Thanks

Thomas Bowskill

Hey @Josep Canet 

If I understand right, you have a series of meetings that you are logging actions (due and completed).

In which case, using Tasks will give you the actions and ticking them completes them (note: with my PM hat, I often edit the page to tick the task as it seems to generate less email noise!).

Then you combine this with the Task Report macro, which lets you decide what Tasks you want to include (e.g. filter out closed) and decide where you want the Tasks to be sourced from.

 

For me, I have a meeting template that is parent to all a project's meeting notes. On the page I have two task reports (in adjacent page sections & in an expand macro): one for the due tasks (ordered closest to furthest date) and one to show the completed tasks (more so I can look at it to realise how much is being achieved!)

 

If I misunderstood and you want to log from Confluence into Jira, then that too is possible & I'd point you to the Use Jira and Confluence together guide by Atlassian. (A while ago I used to create JIRA tickets from Confluence tables, but personally, I like having my meeting minutes as text and when I need a Jira ticket, I will create it manually -- arguably, this is me not really getting the most out of the tech: I think my personal view is if I do it manually it ensures I am always double checking my own meeting notes)

 

Hope that helps / made sense