Planning on the board

Build a board from notes, files and photos

Turn meeting notes, emails, documents, whiteboard photos or recordings into a plan you review first.

1. 1Choose New session, then Build it from notes, a file or a photo.
2. 2Paste text or an email, or upload a PDF, Word document, text file, a photo of a whiteboard or a recording.
3. 3Round Table drafts goals, tasks, risks, decisions, questions and milestones, with dates and owners when the text names them.
4. 4Review the draft: rename, change kinds, drop what you do not need. Then create the board.

Owners are matched to people in the workspace. Names that are not members are kept on the card so you can assign them later.