With the BasicOps for Webex integration, your team is able to add and share notes, turn action items into tasks, and follow up on tasks all in real-time during Webex meetings. This article includes:
- How to get started
- How to collaborate with your team
- How to use BasicOps notes, tasks, and files
- How to use the project task list
How to get started
- During a Webex Meeting, click the +Apps and select BasicOps. Contact your organisation admin and ensure Apps->Tabs is enabled in Control Hub if you don't see +Apps.
- Log in to your BasicOps account or sign up for free.
- Select a project or create a new project.
How to collaborate with your team
- Select a Project.
- Click Open Together to bring everyone from the meeting into BasicOps.
Once this feature has been enabled, everyone will be automatically signed up for BasicOps. Everyone will be able to add and edit projects, tasks, and notes in real-time during Webex meetings.
How to use BasicOps notes, tasks, and files
BasicOps notes allow your team to collaborate in real-time, making it ideal for brainstorming, planning, and organizing. In Notes, you can format your text, attach files, and create or reference projects and tasks.
Formatting your text
To format your text, highlight a piece of text and select any of the options from the toolbar at the top. You can bold, italicize, underline, link, or add a bulleted or numbered list.
Creating a task
To create a task, highlight a piece of text and select the check-mark icon. The task will automatically be assigned to you and added to the project task list. You can click on the task link to open the task details or click the checkbox to quickly complete the task.
To attach a file, drag and drop the file directly over the note field. You can also upload files from other services (Google, Box, Dropbox) by clicking the paperclip icon and selecting an option. Files can be found in the original note where they were attached or under the Project Files tab.
Referencing a task or project
If you need to create a quick link to another task or project, type #. From the dialogue, find and select the task or project you want to add to the note. Once added, click on the link to open the project or task details.
How to use the project task list
- Select a project.
- Then, click on the Task tab.
Here you can create and manage the project's tasks. Use the Filter and Sort buttons to narrow your list, drag and drop tasks to rearrange their position, create a section to organize your work, or click the avatar to assign a task.