What is a task and how is it different from a timesheet entry? Jun 28, 2026 A task is a discrete piece of work to be done — it has a title, description, due date, assignee, and status. Think of it as a to-do item or action point. A timesheet entry is a record of hours already... Tasks & meetings Read more
What statuses can a task have? Jun 28, 2026 Open — not yet started In Progress — being worked on On Hold — paused for some reason Closed — done The dashboard KPI cards track Open and In Progress tasks, and flag overdue tasks (past due date and ... Tasks & meetings Read more
What are meeting notes and who can create them? Jun 28, 2026 Meeting notes let you record the outcome of a meeting: title, location, date, description, and a list of attendees. They can be linked to a project and an organization. Any user or tenant-admin can cr... Tasks & meetings Read more
Can I add multiple attendees to a meeting note? Jun 28, 2026 Yes. When creating or editing a meeting note, you can add multiple attendees from your tenant's user list. Each attendee is stored with their full name for display on the note.... Tasks & meetings Read more