Meetings on a project

Attach a meeting to a project so context lives where the work is.


A meeting can be tied to a project. Its recording, summary and action items then sit on the project they're about, on the project's Meetings tab - no digging through the Vault to remember what was decided.

Default
Meetings are standalone unless you attach them to a project.
How to attach
Set the project when you schedule it, edit the meeting later, or attach from the project's Meetings tab.
What follows
Tasks it creates land on that project's board, risks land in its RAID register, notes are filed in its Files.
Say the project name out loud

Naming the project at the start of a call is the single most useful thing you can do - see Talk to the Navalo bot in your meetings.

Still stuck? Open a support ticket and we'll help you out - tracked right inside Navalo.