Integration between MeisterTask and MeisterNote

PeterM
PeterM Member Posts: 7 Beginner

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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Comments

  • Andrew Lapidus
    Andrew Lapidus Admin, MeisterLobster Posts: 408 Community Admin

    Thanks for the feedback @Peter, and welcome to the community! ๐Ÿ‘‹

    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!

  • Bart
    Bart Member Posts: 12 Beginner

    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.