Choose where to send with Send to
Deliver approved minutes to services such as Backlog or Jira, or to your own item list. How to use the list that Send to opens.
- For: All members
- About 3 min
What you need
- You have approved minutes open. On a draft, Send to has a lock icon and cannot be used until the minutes are approved.
- To send to a service directly, connect your own account first. Without one, you can still hand items to Backlog or Jira as a CSV file.
Steps
Press the blue Send to
TipPressing Choose where to send right after approving opens the same list.
TipOf the groups Send to documents, Send to CRM, Send as a message, Save to cloud storage and Send to issue trackers, only those with a service your organization may use are shown.
TipFor what comes next in Backlog or Jira, see “Send to Backlog or Jira”.
TipA service that takes the whole minutes opens Connectors in settings when pressed, where you connect it.
TipSee “Save to My list” and “Copy and paste into chat or email” for details.
TipSee “Connect your accounts on external services” for how to connect.
When you finish
The screen of the destination you chose opens.
If something does not work
The service I want is not in the list
The list shows only the services your organization may use. If the one you want is missing, ask your organization’s administrator.
When your organization uses no external service, only My item list and Copy items are shown.
Hovering over a name says it is no longer connected
The account needs to be connected again. For Backlog or Jira, pressing it opens the CSV export screen, where the band at the top lets you reconnect. Until then, you can hand items over as a CSV file.
Other services open Connectors when pressed, where you reconnect.
The list of destinations does not load
If the list says “Could not load the destinations. Please reload.”, press Reload under it.
Related guides
Send to Backlog or Jira
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