Understanding the Tasks Feature in Ninja Notes
1. Introduction to Tasks in Ninja Notes 0:00
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Overview of the Tasks feature in Ninja Notes.
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Tasks are automatically generated from recorded meetings.
2. Best Practices for Generating Tasks 0:18
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Importance of summarizing follow-up items at the end of meetings.
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Example follow-up items:
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Sending a recording of the meeting.
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Providing discussed pricing.
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Sending a contract for review and signature.
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3. Accessing the Tasks Section 0:58
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Navigate to the Tasks section on the left-hand side of Ninja Notes.
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Overview of tasks:
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Number of tasks.
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Categories: overdue, need review, done.
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4. Managing Tasks 1:11
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Options for managing tasks:
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Accept a task by checking the green box.
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Reject a task by clicking the red X (removes it from the list).
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5. Setting Due Dates and Bulk Editing 1:41
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Ability to set a due date for tasks quickly.
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Bulk editing options:
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Click on bulk actions in the upper right corner.
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Select all tasks to approve, mark as complete, or delete.
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6. Conclusion and Support 2:05
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Recap of how Tasks help with organization and productivity.
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Encouragement to reach out with questions at tyler.nelson@ninjaconcepts.ai.