Skip to main content

How to generate tasks with Tactiq AI Chats

Learn how to automatically generate tasks from your meeting using AI.

Rielee Velasco avatar
Written by Rielee Velasco
Updated over 3 weeks ago

Tactiq can analyze your meeting and generate a list of tasks automatically. To do this, open a meeting, select AI Chats, then select Generate tasks under Get answers.

To mark a task as complete, check the box next to the task in the Tasks tab.

This article explains how to generate, review, and manage tasks created from your meeting transcript.


How to generate tasks

You can generate tasks directly from the meeting page.

  • Under My Meetings, open a meeting.

  • Inside the meeting, select AI Chats.

  • Under Get answers, select Generate tasks.

Generate tasks option

Tactiq analyzes the meeting and creates task suggestions

Tactiq analyzes the meeting and creates task suggestions

The generated tasks appear immediately, allowing you to review and refine them.

The generated tasks appear immediately so you can review and refine them.

How to review and edit tasks

After tasks are generated, you can review and refine them before saving.

  • Select any task to open a detailed view where you can update all task details. The text editor includes formatting tools for adjusting text styles and lists.

Select any task to open a detailed view where you can update all task details.
  • You can edit task details, remove tasks you don’t need, or create new ones using +Create task. Each task includes a link back to the originating meeting.

📌 Note: Once a task is created, you can assign it to a team member using the assignment option. When a task is assigned, it is removed from your task view and is only visible to the assigned person.

Once generated, all tasks appear under the Tasks tab in your meeting.


FAQ

Why can’t I assign a task to someone outside my team?

Tasks can only be assigned to members of your team. If a person is not part of your team, they will not appear as an assignment option when editing a task.

See How to invite members to a Tactiq Team to learn more about adding members to your team.


Need help? Contact support.

Did this answer your question?