Tasks are automatically generated from your meeting transcripts and summaries. The dashboard groups them into To-do, In progress, and Completed status tabs, and you can search, filter, sort, and manage them through Marloo's built-in AI chat.
How are tasks created?
How are tasks created?
Marloo generates tasks after a meeting summary is created — not at transcription time. Tasks can include one-off reminders, multi-step workflows, and grouped actions. You can also create tasks manually at any time from the task dashboard.
How do I set up a task?
How do I set up a task?
Each task has configurable fields: Client (auto-assigned from the meeting), Assignee (defaults to you, can be changed), Remind date, Due date, Status (To-do / In progress / Completed), and Priority. Click into any task to edit these fields.
Can I add sub-tasks?
Can I add sub-tasks?
Yes. Open a task and add sub-tasks to break it into individual steps. Each sub-task has its own status. This is useful for multi-stage workflows like preparing an advice report — assess suitability, gather documents, run calculations, produce the final report.
How do I save a task as a reusable template?
How do I save a task as a reusable template?
Open the task → three-dot menu → Create template. Adjust the title and description to be generic (not specific to the original meeting), set your preferred dates and priority, and save. Marloo will automatically apply the template to future meetings where it detects the same workflow pattern.
How do I filter and sort my tasks?
How do I filter and sort my tasks?
Use the filter bar to narrow by Client, Assignee, Remind date, Due date, or a combination. Sort by Created date, Updated date, Due date, or Remind date — each in ascending or descending order.
Do I get notified when someone assigns me a task?
Do I get notified when someone assigns me a task?
Marloo currently does not send push or email notifications when a task is assigned. Use the Assignee filter at the top of the task dashboard to find tasks assigned to you.
Can I do bulk actions on tasks?
Can I do bulk actions on tasks?
Yes. Hold Shift + click to select multiple tasks, or click one task → Actions → Select all. From there you can bulk move to In progress, mark as Completed, or delete.
How do I use the chat to manage tasks?
How do I use the chat to manage tasks?
Click the checkbox next to a task in the dashboard to pull it into the Ask Marloo chat. Then ask natural language questions like "Give me the context and an execution plan", "Move this to In progress", or "Draft a follow-up email for this task." The chat uses the original meeting and client data as context.