Meeting notes: How to manage tasks across multiple meetings?


How does one populate tasks from previous Meeting Notes in a new meeting doc?

  1. Tasks are assigned at the first meeting, captured in a dedicated Meeting Notes doc.
  2. For second meeting, a new Meeting Notes doc is created (same space and page hierarchy)...




1 answer

1 accepted

1 vote
Accepted answer

If the notes are organized in a tree, or with a common label, one can use the "Task Report" macro to capture and display tasks on the current page.  There are switches available in the macro to further refine the search based on labels, assignee, created by, task status, etc.

Where I previously worked, we had a parent page for reoccurring meetings with two macros on it.  The first one listed the meeting note pages for each occurrence of the meeting and the second listed all the incomplete action items from that series of meetings.  For some meetings, the header page also had a "create from template" macro-generated button that quickly created a new Meeting Notes child page in that collection.

Hope this helps and if so, please click the "Accept" checkbox - Thanks!

Perfect. Thanks!

Suggest an answer

Log in or Sign up to answer
Community showcase
Posted Oct 24, 2018 in Confluence

Atlassian Research opportunity with Confluence templates

Do you use templates with Confluence? Take part in a remote 1-hr workshop. You'll receive USD $100 for your time!   We're looking for people to participate in a   remote 1-hr workshop...

919 views 13 11
Join discussion

Atlassian User Groups

Connect with like-minded Atlassian users at free events near you!

Find a group

Connect with like-minded Atlassian users at free events near you!

Find my local user group

Unfortunately there are no AUG chapters near you at the moment.

Start an AUG

You're one step closer to meeting fellow Atlassian users at your local meet up. Learn more about AUGs

Groups near you