Agenda

This article describes how to use the Agenda feature, which requires a Pro, Business, or Enterprise account. As a Basic user, you can use the FOCUS section on Agenda. 

See this comparison chart that outlines MeisterTask's plans and prices for more information. 

 

Introduction

Agenda is a personal, private board, individual to each user. Tasks from any project can be pinned to the customizable sections on the agenda.

You can find Agenda in the left panel under Dashboard. If Agenda does not appear immediately, create a new project to trigger its appearance. 

To open the Agenda from anywhere in MeisterTask, press Ctrl (or Cmd on Mac) + shift + O.

Agenda_location_arrow.png

 

Sections

To create a section, click the plus to the right of the focus section. 

Create_section_arrow.png

To change the color of a section, hover over the section header, click the arrow that appears, and select a new color.

change_section_color.png

To move a section, click then drag the section header. 

To delete a section, hover over the section header, click the arrow that appears, then click delete. 

delete_section.png

 

Task Feed

The leftmost section on the agenda shows suggestions of tasks you might like to pin to your agenda. Click on the arrow in the header to choose between tasks assigned to you or recent tasks. 

If you choose assigned to me, you can sort the tasks by due date, name or project. 

assigned_to_me_sort.png

If you choose recent tasks, the task feed will display tasks recently modified on which you are either a watcher or the assignee.

To collapse or re-open the task feed, click the button above the task feed header. 

collapse_arrow.png

 

Pin Tasks

There are two ways to pin tasks to your agenda:

  • You can drag and drop them from the task feed to the various sections on your agenda. 

drag_and_drop.png

  • You can pin them directly in the task dialogue. To do this, open a task, click the pin button, and then select the desired section from the drop-down menu. 

pin_from_dialogue.png

 

Remove Tasks

There are two ways to remove tasks from your agenda:

  • You can drag a task from a section to the space above the agenda. 

drag_remove.png

  • You can re-click the section name in the drop-down menu of the task dialogue. 

remove_click.png

If you want to know more about getting the most out of Agenda, read our blog article.

More questions or feedback about Agenda? Send us an email referencing “Agenda” or leave us a comment below.