[DELIVERED] Integration between MeisterTask and MeisterNote

Peter McCarthy
Peter McCarthy MT Tester, EN Business Posts: 27 Star Contributor
edited December 2023 in MeisterNote Feature Board

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.

**

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

22
22 votes

Delivered! · Last Updated

Comments

  • Bart Verheecke
    Bart Verheecke EN Business Posts: 27 Star Contributor

    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.

  • Torben Bergner
    Torben Bergner EN Basic Posts: 10 Beginner

    This feature would be great and, frankly, necessary.

  • Eva-Maria Schützeneder
    Eva-Maria Schützeneder EN Basic, MeisterLobster Posts: 6 Product Marketing Manager - MeisterNote

    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! ?

  • Andrew Lapidus
    Andrew Lapidus Admin, MeisterLobster, DE Business Posts: 1,013 Community Admin

    Excellent news, @Eva-Maria Schützeneder! Honestly thrilled to see this coming at last ?

  • Peter McCarthy
    Peter McCarthy MT Tester, EN Business Posts: 27 Star Contributor

    It will be a great day when that update is released!

  • Jenny Oest
    Jenny Oest EN Business Posts: 7 Beginner

    was this released? I can't seem to find the link

  • Andrew Lapidus
    Andrew Lapidus Admin, MeisterLobster, DE Business Posts: 1,013 Community Admin

    Hasn't quite been released yet, @Jenny Oest — You'll receive an automatic update as soon as this feature is deployed ?

  • Joerg Koper
    Joerg Koper DACH Partner, MT Tester, DE Business Posts: 1,334 Community Leader

    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.

  • Rooster McNugget
    Rooster McNugget MT Tester, DE Business Posts: 570 Community Leader

    Hi @Andrew Lapidus

    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!

  • Peter McCarthy
    Peter McCarthy MT Tester, EN Business Posts: 27 Star Contributor

    Really, really looking forward to seeing this released. If there's a beta coming, count us in!

  • Cornelia Patscheider
    Cornelia Patscheider Admin, Moderator, MeisterLobster, EN Business Posts: 478 Community Admin

    Hi dear community,

    the feature you've been waiting for is now available! ?

    More info and details are in the post below ?