Use MeisterTask With MeisterNote

This feature is available to all users

MeisterNote's MeisterTask integration allows users to keep track of their tasks and projects directly in MeisterNote.

 


 

In this Article:

 


 

What is MeisterTask?

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MeisterTask is a secure online task management tool that integrates with MeisterNote via the Meister Suite. Use MeisterNote in tandem with MeisterTask to connect notes, workspaces and documentation with relevant projects and tasks.

 

In order to link and create tasks in your notes, you'll need to be logged in to both MeisterTask and MeisterNote (with the same account). Users of MeisterTask Basic can create and manage three projects completely free of charge.

 

Tip

Visit the MeisterTask homepage to find out more and start managing your team's projects and tasks!


 

Create New Tasks from MeisterNote

 

  1. Hover your mouse over the body of your note and click + to create a new content block.
  2. Select Add Task from the drop-down menu.

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  3. You have now created an "Add Task" content block. Click on your new block.
  4. Type the name of the new task into the box provided, then click Create “[task name]”

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  5. Select a project, section and assignee for your task.
  6. Your new task has now been created in MeisterTask. A task preview and link will now appear as a content block in your note:

    taskfinishedmeisternote_2x.png

 

Link to Existing Tasks in MeisterNote

 

  1. Hover your mouse over the body of your note and click + to create a new content block.
  2. Select Add Task from the drop-down menu.

    TaskMeisternote0_2x.png

  3. You have now created an "Add Task" content block. Click on your block.
  4. Begin typing the name of the task you want to link to.

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  5. Click on your task from the suggested search results.
  6. A task preview and link will now appear as a content block in your note.

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Convert a Content Block Into a Task

 

  1. Hover your mouse over the block you wish to convert into a task.
  2. Click the task icon (check mark) to the right of your content block

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  3. Enter a name and select a project, section and assignee for your task.
  4. The avatar of the assignee will now appear next to your content block. A new task will also appear in the relevant project and section in MeisterTask.

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Tip

You can also link content blocks to existing tasks in MeisterTask. Simply follow the steps above but instead of creating a new task, search for and select an existing task. Click the assignee avatar to see more details about the task.


 

Convert Text Into a Task

 

  1. Highlight the text you wish to convert into a task.
  2. Click the task icon from the pop-up context menu.

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  3. Enter a name and select a project, section and assignee for your task.
  4. The avatar of the assignee will now appear next to the text (the text will also be underlined). A task will also be created in the relevant project and section in MeisterTask.

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Tip

You can also link text segments to existing tasks in MeisterTask. Simply follow the steps above but instead of creating a new task, search for and select an existing task. Click the assignee avatar to see more details about the task.


 

Reassign a Task from MeisterNote

If you've linked to any tasks in MeisterNote, you can assign them to another user directly from your note. To reassign a task:

 

  1. Click on the assignee avatar in the task preview.
  2. Select a new assignee from the list. 

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  3. To remove a linked task from a content block or text link, click on the assignee avatar next to the block, then click Unlink.

 


 

Remove a Linked Task From Your Note

To remove a linked task from a content block or piece of text:

 

  1. Click the assignee avatar next to the block.
  2. Click Unlink.

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Important

Deleting content blocks which link to a Task in MeisterNote does not delete the task in MeisterTask. 


 

Still having Trouble?

 

Contact MeisterNote Support for help

 

Contact MeisterTask Support for help