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Chat and tasks

Calls and their minutes

A call inside the platform keeps its context: the conversation that called it, and the project or client it concerns — so its decisions do not live only in the memory of whoever attended.

Steps

  1. Start the call from the conversation itself, so everyone in it is notified.
  2. Share your screen when showing is faster than writing.
  3. Write the minutes when it ends: what was agreed, who does what, and by when.
  4. Turn each commitment in the minutes into a task with an owner and a date — otherwise the minutes are just a written memory.

Worth knowing

  • Five lines written immediately beat a detailed record that is postponed and never written.
  • Link the minutes to the project, so whoever joins the team later can read them without asking anyone.

The module this belongs to: Explore Calls

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