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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 this week

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.

  • Open a meeting and 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 so you can 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 the task description, status, priority, due date, or assignee

  • Remove tasks you don't want

  • Add new tasks using +Create task

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

📌 Note: Each task includes a link back to the originating meeting.


Need help? Contact support.

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