MeisterTask Best Practices

🤓 MeisterHacks: Weekly Planning with Agenda
We've already sung the praises of Agenda but did you know that Simply add pins for each day of the week and drag your tasks from the left to the day on which you should work on them. It's really that easy to create a personal daily calendar!
📌 The web app for Windows and Mac will be discontinued on 31 December 2024.
A few words in advance: the term ‘web app’ refers only to the Windows and Mac versions. These two versions are browser-based apps and, like the browser, require an active internet connection. The mobile apps are, of course, being further developed and will continue to work in offline mode as before. Background: The further…
Can the size and style of fonts be changed?
Hi Community, Just had a question from a client. "Can the size and style of fonts be changed"? Thanks everyone.
🏆 Best Practices: Bring projects shared by Basic-Users into a business account
Hello dear community 👋🙂 Many of you are currently wondering how to deal with the changes resulting from the restrictions on sharing projects between Basic-Uers and Business-Users announced for 7 December 2023. I have a little workaround for you: Step 1: Business-User opens the project shared by Basic-User. Export project…
Projekt löschen, obwohl kein Zugriff mehr besteht
Hallo liebe Community, ich habe ein Projekt dupliziert und es neu mit mir als Projektinhaber erstellt. Auf das "alte" habe ich keinen Zugriff mehr, da der Ersteller nicht wie ich einen Pro Account hat. Ich möchte es aber aus der Ansicht entfernen bzw. löschen. Wie geht das? 🙁 Vielen Dank im Voraus und beste Grüße aus Berlin
🎉 Free Online Course: Applying Project Management with MeisterTask 🎉
Hi Community 👋 I am thrilled to announce the launch of a brand-new course on the MeisterTask Academy: "Projects & Notes: Planning and Execution." This course is your ultimate guide to mastering simple yet effective project management. Here's what you can look forward to: Plan Like a Pro: Dive deep into the art of planning…
🏆 Best Practices: Von Basic-Nutzern geteilte Projekte in ein Business-Konto holen
Hallo liebe Community 👋🙂 Aktuell fragen sich viele von euch, wie man am besten mit den Veränderungen umgeht, die sich durch die für den 07.12.2023 angekündigten Einschränkungen beim Teilen von Projekten zwischen Basic-Nutzern und Business-Nutzern ergeben. Ich habe einen kleinen Workaround für euch: Schritt 1:…
Besitzrechte am Projekt ändern
Ein Kollege ist Besitzer eines Projektes, jedoch scheidet er bald aus dem Bereich aus und nutzt nur noch die Basic Variante. Ich habe MeisterTask Pro und er will das die Besitzrechte am Projekt auf mich übertragen werden. Wie geht das? Denn beim Duplizieren ist er ja immer noch Besitzer der Projektes. 😕 Vielen Dank im…
How can I attach emails to meistertask?
How can I attach emails to meistertask (not making a task out of an email, but attach the email to a task?)
MeisterHack: Bulk Task Creation (with ChatGPT!)
Hi all! 👋 Inspired by @Jörg Koper's post about using ChatGPT to format text in MT task descriptions, I wanted to highlight a very under-appreciated feature of MeisterTask which lends itself very well to ChatGPT workflows: using the text to task feature for bulk task creation! The text to task feature allows you to quickly…
☕️ MeisterTalk: How Much Is E-Mail Overload Costing You?
Hey, MeisterTask Community! All over the professional world, people are talking about the mythical "Inbox Zero...", but why should we strive for this and how can we achieve it? If you don't yet know the risks of e-mail overload, keep reading - Today, we're going to show you how to calculate the cost of time spent…
Managing Large Teams (50+ users!)
Hey, MeisterTask Community! It's never easy to manage a lot of people, but with MeisterTask, many of these challenges are alleviated. To help you get the most out of MeisterTask as a managerial aid, we've collected expert advice on managing large teams of 50+ users. Read on to learn how to: Instantly add many users to your…
🏆 Best Practices: Time Tracking
Hey! Clicking start and stop on the timer is only the first step in getting the most out of the time tracking feature. The second step is assessing tracked time. This is where a lot of users give up, but you shouldn't. Tracking time and assessing results doesn't have to be tedious. In this article, we share how you can use…
How to start Projects in MeisterTask
Hi guys 👋🙂 I often get the question how to start with projects in MeisterTask in general. Most beginners create a lot of projects instead of tasks and are losing the overview in the left sidebar. My advice for you: Think about the project itself...you maybe have a customer with lots of orders / projects for you? In this…
A little start-up help for your first business project in MeisterTask
Today, I'd like to show you how to create your first business project in MeisterTask in just a few steps. The steps are logically based on each other and as soon as you have learned them, you will be able to do it more and more quickly. Hier geht es zum Beitrag auf Deutsch. Let's start with a first look at the template You…
🤓 MeisterHacks: Use the Move Tasks Automation to Create Accountability
Hey, Automations save you time and let you focus on more important things, but did you know they can also increase accountability and responsibility for tasks? Let's look at a specific example: Cross-departmental meetings are often big and confusing - It's easy to get lost in them and leave without clear action items…
🤓 MeisterHacks: Add Tags Automatically
Hey! Here are two important, and problematic, facts for you: Every minute counts and a lot of information can be hard to process quickly. Here's the solution: You can set up automations to add certain tags to every task moved into your chosen section. For example, you might add the tag Finance to all tasks moved to the…
Short workflow for formatting text in MeisterTask with ChatGPT
Hi guys 👋😉 inspired by the great post "using MindMeister with ChatGPT" from @Andrew Lapidus I had a spontanious idea this morning. What if we let ChatGPT format complex and time-consuming texts and link lists in MeisterTask for us? This steps took me less than 3 minutes and ChatGPT much less to progress 😅 The command,…
💡 MeisterHacks: How To Enable Dark Mode (thanks @Eva Schindler)
Hi! There's been some requests recently to get #DarkMode available as a native feature in the Meister Suite. I want to share a great tip I got from @Eva Schindler to get this functionality when I told her how my eyes hurt after long periods working on MeisterNote's user interface. The solution pointed by Eva was a web…
🤓 MeisterHacks: Using Checklist Templates
Checklist templates are a really exciting feature (at least I think so), but it's not always easy to know when it makes sense to use them. To help, we've broken things down into two key use cases: When do you use checklist templates? Got any tips to share? Screenshot your templates and share below - I'd love to see!
🤓 MeisterHacks: Create a Calendar in MeisterTask
Hey, In this post we talked about creating a weekly plan in Agenda, but you can also Although this leaves you with 12 sections, it gives you a strong overview of important events and campaigns throughout the year. MeisterTask is both easy to navigate and easy to edit. This means you'll always be able to quickly find what's…
🤓 MeisterHacks: Multiple Checklists
Hey! I've already shared a few MeisterHacks on checklists and checklist templates, but my appreciation for the endless scope of this feature doesn't end there. Some tasks are complicated (almost like mini-projects) - With these, it's great to add a checklist for each aspect that needs to be completed. This way, you really…
🤓 MeisterHacks: Integrate MindMeister and MeisterNote into MeisterTask even without the bundle
Hi guys 👋🙂 A little hint for all pro and business users of MeisterTask: You can of course also use MindMeister and MeisterNote in the basic version and include them in projects. If you click on your avatar in the top right-hand corner of MeisterTask, the MindMeister and MeisterNote icons appear in the context menu. Click…
🤓 MeisterHacks: Getting an Overview of Project Activity
If you've been off for a few days, it's easy to feel totally out of the loop. Your emails might not help you catch up because they'll be full of notifications about anything and everything you're involved with. Did you know that you can You can view Project Activity by clicking the Activity and Filters button below your…
🏆 Best Practices: Custom Fields
Custom Fields are an efficient way of streamlining interdepartmental communication and avoiding misunderstandings between team members. This is especially valuable when you're working with other departments that aren't familiar with your workflows 🔀. Imagine you're working on a marketing campaign and need the Content…
🤓 MeisterHacks: Selecting and Bulk Editing Tasks
Have you ever gone on a task-making spree and realized you made them in the wrong project? Or forgot to assign them? Or didn't add yourself as a watcher? Fear not for Follow the four easy steps here to bulk edit your tasks.
🏆 Best Practices: Timeline
Hey 👋 From chatting with users, we’ve found that Timeline is one of the most desirable Business features and we can definitely see why. Despite this, we sometimes get questions about how you can really get the most out of it 🤔. As a result, @Andrew Lapidus wrote a best practices piece on how to use Timeline to take your…
🤓 MeisterHacks: Getting to Grips with Agenda
Lots of users don't actively make the most out of this feature but they should because: With the My Tasks widget open on the left of your Agenda, you can see all the tasks assigned to you and drag them directly to the appropriate column. Now you've got an at-a-glance overview of where your priorities should lie. Do you use…
🤓 MeisterHacks: Filtering Projects by Task Features
Projects can quickly become cluttered with a wide array of tasks, making it really hard to see exactly what's going on 😟. If you're wanting to get an overview of your project, you can: Check out this article to find out how to filter your tasks and enjoy seeing only what really matters 👀! Did you know about the filter tab?…
🤓 MeisterHacks: Assigning Checklist Items
Checklists break your tasks down into a series of manageable sub-tasks which can be checked off to instill a sense of achievement and productivity 😍. Take it further and Mentioning other users lets you show responsibilities and delegate these sub-tasks. With accountability, there's an increased likelihood that action items…

MeisterTask Best Practices

Discussion List