I’m in calls with clients most of the day, and normally I’m just trying to keep track of everything in my head or messy notes 😅
I’ve been using Get Tasked a bit, and it’s actually really helpful. You just have your conversation like normal, and it turns it into tasks, assigns people, and keeps track of what needs to happen next.
It saves me from going back after every call thinking “wait, what did we agree again?” which happens more than I’d like to admit.
It’s simple, doesn’t feel like extra work, and just helps keep things clear. If your day is full of calls and follow-ups like mine, it’s definitely worth a try.