How do I view and carry forward open items from previous meetings?

Worklife now shows recurring series in a threaded view, so you can scroll down to view previous meeting notes. You can highlight multiple rows and copy/paste anything from a previous meeting to the current one.



In addition, if you click on the task indicator on top of the note (X of Y tasks completed), you can see just the action items from the series.

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    jacob munson

    My problem with this solution is that from the agenda or meeting section you can tab in tasks to create a hierarchy but when you view the tasks in the task list ( X of Y tasks complete) this is lost. Either having the ability to keep tasks persistent throughout recurring meetings until they are checked off or maintaining the hierarchy when looking at the other view would help extremely when trying to run project meetings with a large number of tasks that need to be tracked. 

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