From a meeting to team tasks in UniWork
UniWork can create tasks from action items in a meeting summary. An authorized host or administrator reviews the items, selects them and confirms creation; a summary does not mean the work has been completed.
Who can generate a summary and create follow-up tasks?
Generating a summary and creating tasks from it require host or administrator authorization. People with access to the meeting can read its content within their access scope.
AI summaries need configured capabilities, an appropriate meeting state and source material such as transcript, notes or chat. If the action is missing or access is denied, ask the host or administrator.
Review the source before creating tasks
Read the notes or meeting content you are allowed to access. If you use AI output, compare it with the source rather than assuming the summary is complete and correct.
A long meeting source can exceed a summary’s processing window. Review relevant source sections when an important decision is missing; the summary does not replace the complete source.
- Confirm decisions with the appropriate participants.
- Define the expected outcome of each follow-up task.
- Agree on an owner and the next review date.
How do I turn action items into tasks?
Open the meeting summary or Copilot tab and review decisions and action items first. Choose the owner again if a name is ambiguous and agree unclear dates with the team.
- Read the source and confirm decisions with the relevant participants.
- Select the items that should become tasks.
- Check titles, owners and dates; adjust the selected owner when necessary.
- Confirm creation of the selected tasks and check the result in the workspace.
Review outcomes at the next check-in
Track progress beside the work rather than only returning to the old meeting. Review blockers and delivered results, adjusting the plan when context changes.
A meeting or a summary does not automatically confirm that work has been completed.