Every task in one place
Action items extracted from meetings. Personal todos the AI noticed you committing to. Things you add by hand. All in a single filterable, groupable, sortable list — with completion that survives meeting reprocessing.
The Tasks page
Click Tasks in the sidebar (the icon with the count badge) and you land on a list that pulls together everything you owe across every meeting plus anything you've ever added by hand. Each row tells you the task title, its source (AI or Manual), the owner if any, the due date if any, the priority dot if any, and which meeting it came from.
Six filter controls let you narrow the list: completion state, source, owner, tag, priority, and date range — plus a search box for free-text title matching. The owner dropdown is smarter than most: it's a searchable multi-select panel with checkboxes, Select all / Deselect all shortcuts, and a trigger that reads N owners selected. Most task tools force you to filter one owner at a time — Tasks lets you mix multiple named owners with Unassigned in a single view. The dropdown is also scoped to your other active filters, so filtering to Completed narrows it to owners with completed tasks; filtering to Action Items narrows to owners assigned to action items. It stays useful even on huge backlogs. Three group options reshape the view: flat list, grouped by meeting, or grouped by date. Seven sort options let you decide what bubbles up: the default is a multi-key smart sort that puts open + urgent + due-soonest at the top.
Three sources, one list
Commitments with owners
Extracted from meetings using speaker diarisation. "I'll send the contract by Friday" gets assigned to whoever spoke. "Sarah, can you follow up?" gets assigned to Sarah. The owner appears as a small badge on the row.
Things you said you'd do
When the AI hears the account owner make a personal commitment ("I'll review the doc tomorrow"), it lands here. No owner field — there's only one possible owner. Surfaces on your Dashboard widget and on the meeting's Tasks tab.
Whatever else
Created by hand with the "+ New Task" button or the "+ Add" button on a meeting. No AI involvement, so reprocessing leaves these untouched. Good for personal reminders, ad-hoc commitments, or things the AI couldn't have known about.
Add a task by hand
Most tasks come from AI extraction during meeting processing. But sometimes you need to capture a commitment the AI never heard.
Click + New Task in the top right of the Tasks page and a side drawer slides in. Fill in a title (required), optionally set a due date, priority, owner, and notes — then save. The task appears in the list immediately, the sidebar count updates, and the row gets a "Manual" pill so you can always tell it apart from AI-extracted tasks.
You can also add manual tasks attached to a specific meeting from the meeting's Tasks tab. Click + Add action item or + Add Task and the task is anchored to that meeting — appearing both there and on the global Tasks page.
Editing an existing task opens the same drawer. Title, due date, priority, owner, and notes are buffered fields you Save together — but the Mark complete toggle at the top of the drawer fires immediately, separate from Save. Flip a task's status without losing any in-progress edits to the other fields.
Edit multiple tasks at once
When you're working through a backlog, going one task at a time is friction. Tasks has a dedicated edit mode for bulk operations.
Click Edit in the page header and the list reshapes: every row gets a leading selection checkbox and a sticky bar appears at the top with the running count plus three actions — Mark Complete, Mark Incomplete, and Delete. Click rows to select them, click an action to apply it to the entire selection in a single transaction.
Selection persists across pagination — pick 3 tasks on page 1, page forward to page 2, pick 2 more, and the action bar reads 5 selected. The selection is global to the edit session, not per-page. Bulk delete always confirms first, regardless of count, so a fat-fingered click can't wipe out work.
Edit mode is intentionally ephemeral: leaving /tasks via any route change exits edit mode and clears the selection. Filters persist in your browser, but selection doesn't — that's the right default for a bulk-action mode you only enter on purpose. Today the bulk surface covers completion + delete; bulk-set priority, due date, and other fields are coming.
Due dates and priority
Colour-coded due dates
Set a due date in the editor drawer and the row picks up a coloured pill: red if overdue, amber if due today, slate if it's still in the future. The pill stays visible on every view — flat, grouped, search-filtered — so you can scan a long list and immediately see what's already burning.
Five-level priority
None, Low, Medium, High, Urgent — set via a segmented control in the editor. A small coloured dot appears to the left of the title when priority is set. The default sort puts urgent at the top, so anything you've explicitly flagged stays visible. Use Urgent sparingly — its purpose is to catch your eye when scanning, and if everything's urgent, nothing is.
Smart default sort
The default sort is a four-key cascade: open first, urgent first, due-soonest first, newest as the tiebreaker. Tasks without priority or due date trail to the back, so anything you've explicitly set gets the top spots. You can override with single-key sorts (Due asc/desc, Priority desc, Newest, Oldest, Title A–Z) — and your choice, along with every filter you've set, persists in the URL and in your browser. Refresh, close the tab, navigate elsewhere and come back days later — the same view comes back. A shared URL still wins over what your browser remembers, so links open exactly the way the sender intended.
Reprocess without losing your checkmarks
When a meeting is reprocessed (because the AI output looked off, or the model was updated), tasks aren't blown away and rebuilt from scratch.
Each task is fingerprinted by its title text. When the AI regenerates and produces the same task with the same wording, Notemesh recognises it and keeps the existing row — including your completed checkmark, the timestamp of when you completed it, any due date or priority you set, and your notes. Only the position in the list might shift to match the new AI ordering.
If the AI rewords a task on regeneration, Notemesh treats that as a new task — but the old one is kept in your list, still completed. Reprocessing never deletes anything. This means you can iterate on AI output (rerun, refine the model, re-tag) without ever losing the work you've already acknowledged.
Manual tasks are unaffected by reprocessing entirely — they're yours alone, untouched by the AI pipeline.
Frequently asked questions
What happens to my completed tasks when a meeting is reprocessed?
Completion state is preserved. Notemesh fingerprints each task by its title text, so when a meeting is reprocessed and the AI regenerates the same task, your existing row keeps its completed state, completedAt timestamp, due date, notes, and priority. Reprocessing never deletes anything — even tasks the AI no longer thinks are part of the meeting stay in your list.
What's the difference between an action item, a personal todo, and a manual task?
Action items are commitments with a named owner (extracted from speaker context — "I'll send the contract by Friday"). Personal todos are commitments specifically by you ("I should review that doc"). Manual tasks are user-created with no AI involvement — useful for ad-hoc reminders. All three share the same row format and live in the same list, but you can filter to any one of them.
Can I assign tasks to my teammates?
Not yet. Today the Owner field is free-text — you can put anyone's name on a task for display purposes, but it isn't connected to a teammate's Notemesh account. Real assignment to a user (with their notification, their sidebar badge, their ability to mark it complete) is on the roadmap.
Do recurring tasks work?
Not yet. The data model has a recurrence rule field but the UI to set one isn't shipped. The current workaround is to copy a task forward each cycle by creating a new manual one. Recurring task UI is planned for a future release.
How does priority affect the sort?
The default "smart" sort applies four keys: open tasks first (so completed sink to the bottom), urgent priority first, due-soonest first, then newest. Tasks with no priority or no due date trail — they appear after everything that has those fields explicitly set, so anything you've flagged stays at the top.
Can I edit or complete multiple tasks at once?
Yes. Click Edit in the page header to enter edit mode. Selection checkboxes appear next to every task; click rows to build your selection. A sticky bar at the top shows the count and exposes three bulk actions: Mark Complete, Mark Incomplete, and Delete. Selection persists across pagination, so you can build a multi-page selection before acting. Delete always confirms first. Bulk-set on priority, due date, owner, or notes is not yet supported — those still go through the editor drawer one task at a time.
Related features
Want a per-tag view? Open any Knowledge Base detail page to see action items aggregated across just that tag’s meetings — same task data, scoped to one client/project. Learn more →
One list. Every commitment. Nothing dropped.
From AI-extracted action items to ad-hoc reminders you typed in this morning — Tasks brings them all together. Start free.
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