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 Tasks and Challenges 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 Task During a Meeting
- In your meeting, go to the Tasks 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 Task title.
- Press Enter or click anywhere outside the field.
The system instantly saves the Task 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 Task or make adjustments, just click the title or the three dots and then “Task Details” to open the modal with all the options.
Quick Add a Challenge During a Meeting
- In your meeting, go to the Challenges tab/section.
- Click into the “Enter title…” row or click + New at the top.
- Type the Challenge title.
- Press Enter or click anywhere outside the field.
The inline row is saved and turned into a standard Challenge 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 Task or Challenge with complete context from the start.
Both methods create the same type of Task or Challenge. “Quick Add” just gets you there with the least possible friction during a meeting.
