[DELIVERED] Integration between MeisterTask and MeisterNote
We use MeisterTask to manage our large project orders and MeisterNote to note events to that large project.
Why can't they be integrated?
Something as simple as a switch at the top of the Project and Note page that you can toggle between the tasks for a project and the notes on that project.
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UPDATE FROM MEISTER Oct. 23rd:
We're approaching the release of this feature, which will be released as part of a large update to all MeisterTask ←→ MeisterNote integrations.
Included in this upcoming release:
Note → Task Integrations:
- Linking a project to a note/page
- Linking a task to a block, or embedding a task as a block
- Improving the "Task" sidebar in notes for a better overview
Task → Note integrations:
- Linking back from tasks to the connected note
- Attaching notes to tasks
Comments
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Thanks for the feedback @Peter, and welcome to the community! 👋
Improving the way our tools integrate within the Meister Suite is one of our biggest product goals, and a 2-way integration with MeisterTask and MeisterNote seems like a very good candidate for helping us get there.
Internally, we've been using Custom Fields to reference MeisterNotes within tasks, like in this example from our "Community Launch" Project:
Agreed though, that this is far form an ideal user experience, and doesn't fit with your needs of integrating notes on a project-level. Thanks for sharing your use case - I'll keep this space updated with more information as it becomes available!
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@PeterM Good call! As @Andrew Lapidus said, it's our goal to integrate all of our tools seamlessly with each other, including MeisterTask & MeisterNote. This will improve the user experience within the Meister Suite for our customers, but also for us at Meister internally! (YES, we use the Meister Suite as well 🤩)
MeisterNote is the latest edition to the Suite and we have a lot of cool things planned, including the improved MeisterTask integration. I'm excited that the community gives us the chance to stay updated via threads like these 👌
All the best,
Nick
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It would be great if a task in MeisterTask includes a backlink to the note in MeisterNote where the task was originally created.
Similar to how MeisterTask references an Outlook mail where the task was created (when using the Outlook add-in)
That way, it would be easy to quickly get the context of the task in MeisterNote.
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This feature would be great and, frankly, necessary.
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Hi @Bart and @owkwarddd , thanks for your feature request. Luckily, an improved MN <> MT integration is already on our roadmap and planned to be implemented in the next months. Stay tuned! 😊
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Excellent news, @Eva-Maria Schützeneder! Honestly thrilled to see this coming at last 😀
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It will be a great day when that update is released!
4 -
was this released? I can't seem to find the link
0 -
Hasn't quite been released yet, @Jenny Oest — You'll receive an automatic update as soon as this feature is deployed 💪
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Hi all — wanted to give an update from our side:
We're approaching the release of this feature, which will be released as part of a large update to all MeisterTask ←→ MeisterNote integrations.
Included in this upcoming release:
Note → Task Integrations:
- Linking a project to a note/page
- Linking a task to a block, or embedding a task as a block
- Improving the "Task" sidebar in notes for a better overview
Task → Note integrations:
- Linking back from tasks to the connected note
- Attaching notes to tasks
Some demo screenshots of what's coming:
Embedded tasks with improved detail sidebar:
Selecting a task in MeisterNote brings up a detailed sidebar for task editing/task actions.Improved Task Sidebar:
Linked MeisterNotes automatically integrated into tasks:
Attach Notes to Tasks:
Browse and select notes from the attachments file picker:
Task overview sidebar:
View (or filter) all tasks associated to/linked within a note. Clicking any task in the sidebar brings up task details/actions (see above).
______
Hope these updates are interesting! As always, open for feedback!
-Andrew
6 -
Wow, I'm totally excited to test it out 🤩
Best, Jörg
Als Experten-Partner von Meister führe ich in meiner Agentur u. a. Workshops für die Integration der Meister Software durch. Hier in der Community freue ich mich auf den Austausch mit Euch und helfe bei Fragen zu MeisterTask, MeisterNote und MindMeister gerne weiter.
Weitere Informationen findest Du auf agenturkoper.de und LinkedIn.2 -
Looking forward to use this AWESOME new features! 💪
Thanx for the update! 👍️
Best, Rooster
The impossible does not exist! The solution has just not been found yet!
2 -
Really, really looking forward to seeing this released. If there's a beta coming, count us in!
2 -
Hi dear community,
the feature you've been waiting for is now available! 🎉
More info and details are in the post below 👇
1
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