Adding Goals and Tasks

You can add Goals and Tasks for your meeting by typing underneath their respective headers. Simply write your text and click "Add." 

Once the Task has been created, you can assign it to a specific team member by clicking on the circle with their initials, and selecting the team member you want to complete it. For example, let's assign this task to Alena.

Alena can now go to her Profile and look at her Tasks page to see the Action Item displayed.

To add a Goal, click on "View Current Goals," which will open a popup with existing goals.

Select a Goal to add it to the meeting.