When you’re in a live meeting, you don’t have time to fill out a long form for every follow-up. The Quick Add feature lets you capture To-Dos and IDS on the fly from within the meeting screen—just click Add, type a title, and hit Enter. Everything else is pre-filled for you. Use this when you just want to “jot it down now, fine-tune it later.”
Where “Quick Add” Appears
Inside a meeting, go to the Tasks or Challenges section. At the top of the Active list you’ll see either:
- An inline row that says “Enter title…”, or
- A + New button (which inserts that inline row when clicked).
Both are part of “Quick Add.”
Quick Add Button
Newly-Added, just type the title
Quick Add a To-Do During a Meeting
- In your meeting, go to the To-Dos tab/section.
- Do one of the following:
- Click directly into the “Enter title…” field at the top of the list, or
- Click + New to create that inline row and place your cursor there.
- Type the To-Do title.
- Press Enter or click anywhere outside the field.
The system instantly saves the To-Do and converts the inline row into a normal task line with all the usual icons (avatar, date, menu, etc.)—no page refresh and no modal.
If you want to edit the newly-added To-Do or make adjustments, just click the title or the three dots and then “To-Do Details” to open the modal with all the options.
Quick Add a IDS During a Meeting
- In your meeting, go to the IDS tab/section.
- Click into the “Enter title…” row or click + New at the top.
- Type the IDS title.
- Press Enter or click anywhere outside the field.
The inline row is saved and turned into a standard IDS entry in the list.
When to Use Quick Add vs. Full Create
Use Quick Add when:
- You’re in a meeting and need to capture an action item right now.
- You don’t want to break the conversation by opening a full Create modal.
- You just need a simple reminder (title only) and will refine details later.
Use the full Create modal when:
- You need to set detailed fields immediately (specific assignee, advanced options, etc.).
- You’re designing a more complex To-Do or IDS with complete context from the start.
Both methods create the same type of To-Do or IDS. “Quick Add” just gets you there with the least possible friction during a meeting.
