Project Management

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Manual project task/activity capture from emails, conversations and meeting notes

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H Motah Va, United States
Hello all,

Many of us are using software for task and project management. Yet, there are many project tasks and activities that are discussed and communicated over email, in conversations (chats, messaging apps) and/or captured in meeting notes after project meetings.

Wondering if you are facing with the same issue in your project work, and organization, how big of an issue it is for you, and how do you deal with it? Do you end up manually capturing and entering these tasks and activities in project and task management applications?

Appreciate sharing your experience, and best practices to deal with this issue.
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Nicole DLuca La, United States
Aug 03, 2022 7:25 PM
Replying to H Motah
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Thank you, Veronica, Sergio and Keith. MS tools are good for documentation and work capture, though it seems this area has not seen much automation. In particular, as Sergio said, there is still a need to agree on email templates or some other note-capturing formats, or manual work.
Often the conversations among teams and/or customers happen in collaboration tools (emails, chats, sms or documentation of the meeting notes) where work are defined in more free-flow natural language, often as project team collaborates during the steps of the project or a case.

I was wondering about AI assistants where these notes are read automatically by AI and candidate tasks captured and linked to or added to the project as tasks in software.

I do not know if I am talking about special cases here, or if more practitioners see this in their project work or in general in the context of getting work done?

Thank you.
I may be way off track here but I believe what you are looking for is AI software that uses machine learning algorithms to perform a qualitative analysis of meeting notes, emails, and other documents providing a "knowledge map" or "idea map". I've been working on some algorithms that work pretty well but I am not an expert or anything I just have a passion for ML.

Check out the tools from MAXQDA, their products can integrate easily.
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Audray Gwee Singapore
If you have Jira, it is good in jotting down those Tasks and eventually fold into an Epic. Which we always say to "ticket up"
It is always good to write down even simple things, it might be a 5 minute job but if you don't do it right away. There are chances that you will forget and miss it. I don't know of any AI but if you can tag it with something that you came up with like hardware or software. You will be able to organize the tickets if you filter them by tags.
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