Assign and track tasks in a Meeting Workspace site

Is it hard to keep up with who promised to do what during a meeting? You can use a Meeting Workspace site to assign and track the tasks related to a meeting.

You can assign tasks to people in your group, include the due dates, and record other information about the tasks. After the meeting, you can track the progress of the tasks.

What do you want to do?

Create a Tasks list

Add and assign the tasks

Update the tasks

Create a Tasks list

Some Meeting Workspace templates come with a basic Tasks list, but you can add a Tasks list to any Meeting Workspace site.

  1. On the Site Actions menu Button image , click Edit Page.

  2. In the Add Web Parts task pane, click Tasks.

  3. At the bottom of the Add Web Parts task pane, in the Add to list, click the location where you want to put the Tasks list in your Meeting Workspace site. For example, you might want to put it in the center of your page.

  4. Click Add.

  5. Click Exit Edit Mode to return to the Meeting Workspace site.

Note: You can also add a Project Tasks list, which tracks similar information as the basic Tasks list but also provides a Gantt chart, which is a type of visual overview of the project tasks. You add the Project Tasks list by editing the page, showing all lists, and then adding the Project Tasks list.

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Add and assign the tasks

  1. Under the Tasks list, click Add new item.

  2. Enter the title and any other items that you want, such as whom the task is assigned to, the priority, a description, and the start date and due date.

  3. Click OK.

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Update the tasks

As your group members make progress on their tasks, or if the details of a task change, you can keep that information up-to-date in your Meeting Workspace site.

  1. Click the task that you want to update.

  2. Click Edit Item.

  3. Enter the latest status, percentage complete, or other information about the task.

  4. Click OK.

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