Using Monday for project management and crm, we keep a log of each meeting we have with a client. Nearly every meeting has actions (items) they need raising. It would be good to start typing the actions in the meeting category in emails & activities and have the option to create items in a new board ie the clients task list
Related topics
Topic | Replies | Views | Activity | |
---|---|---|---|---|
Create Activity board | 6 | 1615 | May 17, 2023 | |
Emails and activities | 2 | 1731 | June 4, 2023 | |
Enhanced Item/Task Creation from Monday Docs | 0 | 2256 | April 21, 2023 | |
Copy Activity or Email Logged to New Board as Item | 0 | 839 | May 4, 2023 | |
How do you take meeting notes and action items using monday docs? | 14 | 10983 | April 6, 2023 |