From the meeting to the work that follows.
One task, wherever it shows up: in My Agenda, in the meeting and in the project.
- Capture the workAdd a task on its own, from a meeting note or from a project.
- Give it an owner and a dateOne person is accountable, with collaborators and followers as needed.
- Run the meetingAgenda, shared notes, decisions and new actions in one place.
- Follow it throughOpen work carries to the next meeting until it is done.
Everything you need to follow work through.
Tasks, meetings, notes and decisions, with the same task counted once wherever it appears.
- My AgendaToday, needs attention, my work, assigned by me and upcoming, in list or board views.
- Clear ownershipOne owner for shared work, with deadline changes and history kept.
- Meetings and notesAgendas, shared notes, templates and actions captured as you go.
- Decisions on recordWhat was agreed, why and by whom, with the tasks that carry it out.
- Team viewsShared work and blockers for the team, with personal tasks kept private.
- Connected to the sourceWork linked to its project, event or request, and completed where it belongs.
Recurring tasks Later Subtasks and dependencies Later Focus time on your calendar Later
Everything in Agenda
Agenda provides My work: all your work and meetings in one place. The basic My work page is free and always on; meetings, notes, decisions and team views come with the Agenda module. Items marked Later come in a later phase.
My work, free for everyone
- Quick personal tasks with just a title, no project or meeting needed
- Tasks from every part of Perspectiv in one list
- One accountable owner, with collaborators and followers
- To do, In progress, Blocked, Done and Canceled
- Overdue, needs an owner and needs a deadline flagged
- Deadlines by date or time, with the original and revised dates kept
Views
- Today, needs attention, my work, assigned by me and upcoming
- List and board views with filters
- Team work views that never show anyone’s private tasks
- Categories for the organization, a team or just you
Meetings
- Meetings with or without a calendar, including impromptu ones
- Recurring meetings, with each date its own record
- Agendas with topics, presenters and time allowed
- Shared notes edited together, with autosave
- Notes published to a chosen audience and amended with earlier versions kept
- Actions created from the notes and carried to the next meeting
- Templates for team, one-on-one, project status, leadership, client and retrospective meetings
Decisions
- A decision register with the reasons and who decided
- Active, superseded and reversed decisions
- Tasks that carry out a decision linked to it
With the rest of Perspectiv
- Work linked to projects, events, documents and requests
- The module that owns the work decides when it is done
- Submit a project status report from its task
- Schedule a meeting from a task through Bookings
- Share one task without sharing the whole meeting
- Reports and search across tasks, meetings, notes and decisions
After the first release
- Recurring work, such as a monthly report Later
- Subtasks and dependencies Later
- Saved views shared with a team Later
- Focus time blocked out in your calendar Later
- Review and approval links to more modules Later
Connected across Perspectiv.
Agenda brings work together from the modules you use. Each keeps its own availability.
Common questions
Questions
What is free and what is paid?
The basic My work page is free and always on for everyone. Meetings, notes, decisions, team views and reports come with the Agenda module. Its price has not been set yet.
Do tasks need a meeting or a project?
No. You can add a task with just a title and link it to a meeting or a project later, or never.
Can my manager see my personal tasks?
No. Team views show shared work only; personal tasks stay private to you.
Can Agenda approve a purchase or submit a report?
Only through the module that owns it. Agenda shows the work and opens the right step, but the approval or submission happens there.