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How do I record decisions and next steps from the call?

As host you have the “Results · private” tab in the room. There you note decisions, next steps and open questions, with owners and due dates. Only you see these notes. You turn a saved and confirmed next step into a Peak Work task with “Take over as my own task”. A second click creates no duplicate task. “Markdown” exports agenda and results.

  1. In the room, open “Results · private” and add an entry: decision, next step or open question.
  2. Save and tick “Content reviewed and confirmed”.
  3. For the next step, click “Take over as my own task”.

Explains this message

  • Please confirm and save this next step first.
  • The result has been changed in the meantime. Please reload and check again.

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