## You can visualize the decisions made during meetings in the activity feed. 

The new version of WEDO allows you to visualize the decisions that were made during a meeting in the activity feed. In each workspace, click the **info** tab and then select the **decisions** filter to show all the decisions that were made in chronological order.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2018_03_diapositive1_d05d7d1593.png)

## The meeting agenda synchronizes with Outlook events

This patch remedies the problems met with the synchronization of Outlook events. From now on, when you are preparing your meeting agenda in WEDO and you add participants to your meeting, the different participants (who have activated the synchronization with Outlook) will be able to directly consult the meeting agenda in the description of the Outlook event. 

![](https://wedo-assets.sos-ch-gva-2.exo.io/2018_03_diapositive2_7d7080d01f.png)

## Export pending tasks in the agenda meeting 

When you export an agenda meeting into a PDF file, you can now choose to show the pending tasks linked to the different items. 

![](https://wedo-assets.sos-ch-gva-2.exo.io/2018_03_diapositive3_1b9567b511.png)

## Add tasks to the pending tasks during a meeting

You can now add pending tasks during a meeting (possible in every section). No need to navigate between the Meeting tab and the Tasks tab during a meeting.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2018_03_diapositive4_e1541104047919_62a1c8d533.png)

## Other improvements in this version

* Implementation of rights of validators during meetings,
* Correction of the recovery of tasks when a search is made,
* Improvement of the message when deleting a point of the meeting agenda,

We can improve our software thanks to your feedbacks. Please do not hesitate to forward us any suggestions or other development ideas.

The new version of WEDO allows you to visualize the decisions that were made during a meeting in the activity feed.

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Follow the progress of your decisions

> Antoine Sudan is a graduate engineer in project management. In 2014, while working in a company, the Staviacois finds that managing team tasks without the right tools can be chaotic in the face of a growing mass of information. He therefore decided to team up with a friend to develop an application capable of coordinating work in a company in a simple and efficient way.

"This will never work. That was the verdict of the first person to whom we presented our project three years ago. He was a former professor. He said it' s impossible to solve complicated problems with simple software. But that's exactly what my friend and I had in mind.

Fortunately, our engineer mentality quickly took over. What's the point of letting ourselves be beaten down by criticism?

It is best to get as much out of it as possible to find the right solution. In order to establish the chances of success of our application, we went to present it to several potential customers. Get out of the building, a rather difficult exercise for me. Indeed, the prospecting made me nervous at first. It's hard to get out of your comfort zone and present a growing idea to a business owner. In the end, it was by acting that I gained confidence. Our project became clearer as the meetings went on and I gradually set aside my doubts. My friend and I had a lot of questions and it was often our contacts who gave us the right answers.

Our tenacity seems to have paid off. WEDO is currently used by around 40 clients, including the Fribourg Cantonal Bank. My friend and I can live off the income from our business and therefore dedicate ourselves entirely to its development. One thing is certain: overtime will continue to accumulate! This is a new challenge that we have to face. When you're self-employed, you also have to know how to stop for a moment and look back to savour what you've accomplished. The bottle of champagne has been chilled for a long time. I hope that we will soon find the time to open it. »

> Our tenacity seems to have paid off

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_09_image_001_9c6997c758.png)

**Antoine Sudan**co-founder of WEDO Sàrl

Photo: © Kevin Schlüter ([Fri Up](http://www.friup.ch/maps/fri-up/)) / Source: 
[Original Interface article](https://wedo-assets.sos-ch-gva-2.exo.io/article_wedo_interface_2017_09_d56ea6676a.pdf)

An article on WEDO published in l'Interface de la Fédération Patronale et Économique (September 2017).

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The interface (Business and Economic Federation)

## Monitoring of meetings in three steps

The new meeting module (version 2) just came out. It is based on the concepts of the first version but with two new major improvements:

1. Modifications are possible simultaneously by several attendees and
2. The meeting agenda is written item by item for more accuracy

The meetings are still managed in 3 phases:

* Before the meeting: preparation of the meeting agenda
* During the meeting: drafting of the meeting minutes and update of the tasks
* After the meeting: meeting minutes and traceability of the assigned tasks during the meeting

## Preparation of the meeting agenda

Once a meeting has been added, you are asked to choose the attendees and to prepare your meeting agenda item by item.

The items can be reorganized by a simple drag and drop and they are automatically numbered.

On each agenda item, 8 options are available:

* Indent, modify or delete an item.
* Add notes: notes allow you to list the information.
* Add decisions: decisions made during a meeting are clearly visible in the meeting minutes.
* Add tasks: tasks can be linked to precise items of the agenda meeting.
* Attach files: each item can have one or several files.
* Presenter: your meeting agenda is a common thread for the chair of the meeting.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_08_diapositive1_1c7e3a55f5.png)

Synchronization of the calendar : once the meeting agenda is prepared, an event will synchronize itself in the agenda of the attendees (compatible with Outlook, Google Calendar, etc).

## Drafting of the meeting minutes and update of the tasks

During a meeting, you will find your meeting agenda item by item with its notes, attached files and linked tasks.

You can then draft one or several paragraphs in each item with the notes system, show the decisions that were made and list the tasks to do for the next meeting.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_08_diapositive2_40ae870cd3.png)

The meeting agenda serves as a guide to help you structure your meeting and control the duration of the meeting.

Modification of deadlines and comments on the tasks are also automatically traced by WEDO to be included in the meeting minutes.

## Meeting minutes and traceability of tasks assigned during meetings

At the end of a meeting, the meeting minutes are accessible to all the attendees and each collaborator will automatically receive the tasks that have been assigned to him in his personal space.

Tasks that were completed between two meetings will automatically appear as completed in the following meeting. The task history allows you to visualize all the modifications brought to each task with a link towards the corresponding meeting minutes. In short, WEDO offers a complete traceability of the tasks throughout meetings.

When you create a new meeting, the information of the previous meeting minutes is reused to save you time and avoid having to copy-paste and the risk of mistakes.

## Bonus

### Search

WEDO’s search tool indexes the text of all your meeting minutes through all the workspaces of your network. Simply enter one or several keywords to instantly find a specific file.

### Locking

All meeting minutes can be locked after being reviewed to ensure the traceability and reliability of your archives. 

### PDF export

A single click will allow you to export your meeting agenda and meeting minutes as PDF files. The export module will allow you to select the information you want to keep in the file. This is very practical to generate extracts of the meeting minutes.

## Conclusion and acknowledgments

This new version of the meeting module allows you to save time and money. 

Customers who use this module successfully have confirmed saving up to one hour per meeting because the meeting minutes are drafted during the meeting and not afterwards. They have also noticed that their meetings are approximatively 30% shorter than before. Meetings are better prepared, better focused and thus more effective. They have also noticed a time saving when it comes to decision-making and task management. 

We were able to integrate all the suggestions for improvement from our customers in this latest version. Hence, we would like to thank them for their helpful advice and comments. WEDO will continue to evolve to become a complete collaborative tool, intended primarily for Swiss companies. 

A revisited meeting module that saves up to one hour per meeting due to its simplicity of use and the monitoring of tasks from one meeting to another.

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## WEDO SARL, THE SWISS MADE COLLABORATIVE TOOL

WEDO Sàrl is a project of David Dutch and Antoine Sudan, two engineers and childhood friends from Fribourg. WEDO is a collaborative tool created in 2015 and supported by Fri Up. It is used to manage tasks, meetings and team projects. The vision of the two engineers was to simplify communication within a company and to revolutionize collaboration among professionals!

## THE BIRTH OF A 100% SWISS START-UP

As an employee of a company, everyone is confronted with different communication channels: minutes, procedures, documents, emails, charts, phone calls or checklists. Keeping a clear vision on the tasks to perform and their deadlines is not always easy. 

In 2015, David Dutch and Antoine Sudan decided to meet several managers of different companies to discover their ways of managing tasks, meetings and projects. It is thanks to the precious testimonies of more than 300 professionals that the two engineers were able to develop their platform. 

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_07_stemutz_photo_fri_up_we_do_web_imh_8113_1024x683_b61624ecbc.jpg)

Unlike different tools available online, WEDO is adapted to the needs of Swiss companies. 

> Collaborate with ease 

All data are hosted in Switzerland. The application is highly secure and user-friendly, to ensure an easy networking between employees. 

## TOOLS AT THE SERVICE OF COMPANIES

The return on investment of the use of WEDO is rapid. For example, the drafting of meeting minutes via WEDO will save you up to one hour per meeting, in comparison with standard ways of drafting meeting minutes. Furthermore, the traceability proposed by the application allows you to follow up with the decisions made during the execution of a task on the field. 

Our current customers come from different fields: administrations, municipalities, nursing homes, and banks. Dedicated features allow them to follow existing processes, such as the writing of meeting minutes or the creation of checklists for the monitoring of administrative procedures. Collaborative tools are undoubtedly the future of communication systems for businesses. It is thanks to the suggestions by our customers that WEDO adapts to the needs of companies. The goal is to see WEDO become the collaborative reference tool in Switzerland. 

Photo : © Stéphane Schmutz / STEMUTZ.COM / Source : 
[Original article in ECHO](https://wedo-assets.sos-ch-gva-2.exo.io/article_wedo_echo_2017_06_26_65e15d8fde.pdf)

An article about WEDO published in Echo, the magazine by CCIF. (June 2017 / N° 3). 

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ECHO (CCIF)

## Sections in WEDO

For a few weeks now, WEDOhas made it possible to choose the sorting of task lists: by date, by due date, by user, by workspace and by priority.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_04_diapositive1_89876a0b24.png)

The sections are automatically created according to the chosen sorting mode.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_04_diapositive1_89876a0b24.png)

## Switch from the list view to the kanban view

In each task list, there is a button to switch from the list view to the kanban view.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_04_diapositive2_a0965a0cfd.png)

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_04_diapositive2_a0965a0cfd.png)

Sections are automatically transformed into columns and tasks appear as cards that can be moved from one column to another.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_04_diapositive3_a5f941acbc.png)

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_04_diapositive3_a5f941acbc.png)

Moving a card from one column to another changes its properties. For example: By sorting the tasks by user with the kanban view display, you can assign the tasks to different people by moving them to the corresponding person column.

## Create your own sections

Let's imagine that you want to create a workspace for _**Project Y**_ that consists of four phases. The four phases are _Pre-project,_ _Launch, Development, Communication_.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_04_diapositive4_bf9039232d.png)

Create the Project Y workspace then go to its _Settings_ \> _Custom sections_ tab. Enter the four phases and move them in the desired order. In the _Default View_ tab, you can choose the sort and view that should be selected by default in this workspace.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_04_diapositive5_55ff0e3243.png)

Here's the result:

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_04_diapositive5_55ff0e3243.png)

Note that tasks sorted by section can be organized manually in the desired order.

## Conclusion

Thanks to the Kanban view, manage your projects visually. The kanban view makes it easy to monitor the progress of projects and the custom sections allow you unlimited use cases: project milestones, progress statuses, groups by department, and more.

## Also to be discovered in this version

Custom sections can also be used in checklist templates.

The sorting of tasks has been improved for greater simplicity and understanding.

The **_Organize_** button has been moved to each section to allow a more precise and intuitive use of the functionality.

A new option in the _**Organize**_ button allows you to set deadlines on the fly for tasks.

It is now possible to create folders in the main menu to group workspaces. Example folders: _Departments, Projects_, etc. To create folders, go to your _Profile_ \> _Network Settings_ \> _Menu_ tab. Here you can create folders and drag and drop the different workspaces to organize them. Note that the changes you make are valid for all users on the network.

Finally, the _Files_ tab automatically groups all files related to sessions or tasks in each workspace. First steps in document management in WEDO? Possible...

For all those who prefer to work visually: discover the Kanban view.

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WEDO integrates the kanban view

The latest version of WEDO has a brand new feature dedicated to taking minutes. No need to multiply documents and spend hours updating minutes after a meeting. Write your minutes in real time, validate decisions and plan the resulting actions in the same place and during the meeting. Ensure your communication from decision-making to task completion.

## Start by creating a meeting

In each workspace, you will now find a Meetings tab. The action bar allows you to **Add meeting** to it.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_03_diapositive1_ca5496233d.png)

In the small window that opens, give a title and plan your meeting.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_03_diapositive1_ca5496233d.png)

## Before the meeting: prepare your agenda

Once the meeting is created, you can add participants, write the meeting agenda, prepare tasks to be discussed, and attach files to be presented.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_03_diapositive2_62512669eb.png)

When you click on **Meeting agenda is ready**, it validates this document which will be available in WEDO to all participants.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_03_diapositive3_cc594b3ed3.png)

All your colleagues who have access to WEDO will be able to consult all the agendas that concern them in the same place. **In addition, all meetings that users attend are automatically synchronized with their Outlook (or other) calendar.**

## During the meeting: write up your minutes and update tasks

When the meeting starts, you open your previously created agenda and click **Start Meeting**. The screen will then be split in two: the left part for writing the minutes and the right part for updating the tasks in this workspace. Note that tasks previously linked to this workspace will be automatically displayed during a meeting.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_03_diapositive4_517abc6065.png)

Changes made to tasks are recorded throughout the meeting. When the minutes are taken and the task list is updated, you can **End the meeting**.

## After the meeting: a structured minutes and assigned tasks

A closed meeting automatically displays a beautiful minutes with all the important information from the meeting: attendees present, absent and excused, the minutes themselves, new tasks, completed tasks, changes in deadlines, comments, and more.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_03_diapositive5_1512c15016.png)

Each employee can view all the reports that concern him or her from any device (PC, tablet, smartphone). He automatically receives the tasks assigned to him in his personal space. The tasks are linked to their meeting so that they can quickly find the discussion that led to the task in the first place.

## Search for reports and tasks

In this new version, the search has been improved. A simple keyword allows you to find reports, tasks or activities previously discussed.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_03_diapositive6_e1541102903236_564dba249e.png)

## Conclusion

You save a lot of time and energy because you:

* Centralize all agendas and reports,
* Provide everyone with the level of information needed to follow up on their meetings,
* Retrieve the discussions, decisions and actions resulting from them until their execution.

The report writing module is a first step towards an ever more complete collaborative tool. More new features are planned and we would be delighted to hear your opinion on this new module. Do not hesitate to write to us.

## Also to be discovered in this version

* Checklists with key date (tasks that can be scheduled before and after the key date),
* Retractable menu,
* New enriched description for checklists and workspaces.

Perfectly controlled meetings, from decision making to the execution of the task in three steps.

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Complete module for taking minutes

## WEDO, the startup that makes tasks clear.

**Estavayer-­le-­Lac »** WEDO is ready to conquer companies. Founded in August 2015 in Estavayer-le-Lac by two young engineers, David Dutch (IT) from Fribourg and Antoine Sudan (management), the startup offers an online application at [wedo.com](/). «It is a collaborative tool, which allows you to manage tasks in teams», summarizes Antoine Sudan.

**Duly identified** and in groups, the members of a company can enter tasks, plan them, assign priorities, delegate them, comment them, filter them, archive them, monitor their progress or receive notifications, among other functionalities. A special feature of this 100% Swiss application is that all data is securely hosted exclusively in Switzerland.

«We surveyed 300 business owners to identify the needs when we developed version 1, which was released in April 2015\. To date, around 30 companies are using our application, including a bank, residential homes and industrial companies. Their instantaneous feedback allows us to continuously refine the application, according to users' needs. As a result, we are now at version 20 of WEDO», explains the engineer.

The duo, who have been supported by Fri Up (coaching and locations) since November 2015, feel confident enough today to think bigger. «There are only two of us. But if everything works according to our business plan, we'll be able to hire as early as 2018», hopes Antoine Sudan.

\--

Interview by Stéphane Sanchez / Source: 
[Original article from La Liberté](https://wedo-assets.sos-ch-gva-2.exo.io/article_wedo_liberte_2017_02_06_4c7a2632ef.pdf)

An article on WEDO published in La Liberté of 06.02.2017.

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The EMS d'Humilimont is located in a magnificent setting surrounded by greenery and forest with a splendid view of the Fribourg Pre-Alps. We welcome 33 residents for long-term care. Some 50 employees accompany the residents.

## Why did you opt for WEDO?

We were looking for a tool to delegate and track tasks. Outlook did not allow us to obtain the desired traceability. WEDO gives us a global vision of the pending tasks.

## How do you use WEDO to organize your work? Can you give us a concrete example?

We have put together several checklists that allow us to easily follow our internal processes: welcoming residents, welcoming staff, scheduling RAI assessments, updating documents, annual party, etc.

On the other hand, we use WEDO to centralize repair orders for building maintenance. Transport planning, purchasing and vehicle reservations are also carried out on the platform.

## What was the reaction of your employees when you integrated WEDO into your company?

Organizational change inevitably leads to resistance. We have therefore trained the various employees in order to help them understand this new tool.

The hesitation of managers to acquire a new tool has gradually disappeared. Today, we could no longer do without WEDO.

## How has the collaborative tool changed the way you communicate?

As far as communication is concerned, it's fantastic! Thanks to WEDO, we forget less. The collaborative tool makes it possible to centralise the information circulating in the company in order to facilitate access to the various employees.

We have kept the oral communication but thanks to the fast typing, we systematically leave a written trace of our discussions.

## What is your favorite feature in the application?

For some, task management that allows you not to forget anything and to organize yourself with a global vision. For others, the checklists that allow a control of the processes and guarantee a perfect traceability.

## How has WEDO changed the way you work as a team?

The trust placed in individual employees does not exclude the need to monitor the progress of outstanding tasks. WEDO allows us to be more precise in our approach to teamwork. Thanks to WEDO, we have become more demanding in the follow-up of actions and this without any additional effort. We write down the tasks to be done and take the time to organize them when we have a moment.

## Who would you recommend our application to?

We recommend WEDO to any company that wants to improve its communication. In fact, whenever we have the opportunity, we recommend WEDO to anyone who might be interested.

Myriam Fragnière Dufour, director of Humilimont's EMS: "WEDO allows us to centralize the information circulating in the company to facilitate access to the various employees."

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Humilimont's EMS works with WEDO

The year 2016 is now over and we are taking advantage of the beginning of 2017 to release the new products developed at the end of last year. As a reminder, all these innovations have been proposed to us by our customers, we would like to thank them for the quality of our exchanges. Here are the new functionalities of version 20 (and previous versions), currently available for all our customers.

## Setting up external notifications

Since version 19, you can choose the days and times for sending notification emails. To do this, click **Profile** \> **Settings**. On the **Notifications** tab, choose your preferences and click **Save**. You will receive emails on the days and times you choose only if you have unread notifications in WEDO.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_01_diapositive1_e1541102523132_c4047fd665.png)

## Sorting task lists

Task lists can be sorted by dates (standard view), due dates, users or priorities.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_01_diapositive2_e1541102547111_ce773abf47.png)

## Info tab in topics

In each topic, discover the **Info** tab which regroups: the description of the topic, the exhaustive list of members, a graph with the progress of the tasks and the flow of activities.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_01_diapositive3_e1541102564358_cfda83d8af.png)

## Checklists V3: editing a checklist after launch

When you launch a checklist, you can now add tasks to it after launch. This allows you to add exceptions or additional tasks when using WEDO for your procedures.

## Redesigning the main menu

The main menu has been updated in version 19 for clarity. The **Users** page has been moved to the **Profile** menu and a new menu item has been added. The menu item includes your **First Name** and contains everything about you in WEDO. The menu is therefore much simpler and includes by default: 1\. Everything that concerns you, 2\. The topics you are a member of and 3\. The models you are a member.

## Redesign of the secondary menu

In version 20, the secondary menu has also been simplified thanks to a tabbed system. The title and list of members have been redesigned to take up less space on your screen. This affects your personal space but also the topics, templates and checklists.

Here is an example with the subject _Human Resources_ :

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_01_diapositive4_e1541102588390_6a21e137a8.png)

## Improved ergonomics of subject settings

When you click on the gear to open the **Settings** of a topic, WEDO now offers you a window with a tabbed system to improve understanding and navigation between settings.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_01_diapositive5_e1541102606773_bd24451085.png)

## Conclusion

This version closes the year 2016 and in particular allows us to simplify the ergonomics and navigation in WEDO. 2017 will see the arrival of major features that will allow you, we are sure, to support collaboration in your business more effectively. We wish you all a happy new year 2017 and a successful year in your exchanges with your colleagues.

Here are all the new features added at the end of 2016\. The new year promises major features that we are already looking forward to telling you about.

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WEDO V20: Goodbye 2016, hello 2017!

Trello

Asana

Decisions

Monday.com

eSéances

MS Teams

MS Planner

OneNote

Every day, we juggle a series of tasks, from answering emails and attending meetings all the way to cooking dinner or finally folding that pile of laundry staring us down for days. Task management is everywhere around us, whether we realize it or not. 

But here's the catch: managing tasks is more than checking boxes. It's making sure the right boxes are checked at the right time, by the right people.

For individuals, good task management can mean less stress and more time to spend on what matters most to them. For teams and organizations, it's the difference between controlled chaos and seamless collaboration. When done well, task management becomes a superpower, moving businesses toward growth and ensuring projects are delivered on time (and with fewer sleepless nights).

In this guide, we're going to explore strategies, tools, and best practices that turn task management into a fine-tuned system. Whether you're wrangling your own to-do list or leading a team toward big goals, this can be your roadmap to staying on top of your game. 

Let's get started!


The Ultimate Guide to Task Management: Strategies, Tools, and Best Practices

Most teams don’t realize how much time gets wasted on small, repetitive tasks. Creating the same tasks again and again in your task management software. Manually updating statuses. Following up with team members just to check if something’s been done. These aren’t big jobs, but they pile up quickly and pull attention away from actual progress.
That said, there’s a better way to handle the busywork. Task automation helps you take some of that weight off your team’s plate by setting up simple rules that keep things moving in the background.
In this article, we’ll break down what task automation really means, how it fits into your workflow, and how platforms like WEDO help you build automated systems that keep things moving without constant manual effort.

## What Is Task Automation?
Let’s first take a look at what task automation actually means.
In simple terms, task automation is the process of using technology to handle routine actions in your workflow — things that happen often, follow a pattern, and don’t need human input every single time. Think of it as setting up a system once, so you don’t have to do the same thing manually over and over again.

Instead of logging into your workflow management tool to recreate the same task each week or chase updates by hand, automation lets you set up triggers that do the work for you. For example:
- When a meeting ends, automatically assign action items.
- When a task is marked complete, notify the next person in the chain.
- When a deadline is approaching, send a reminder without anyone needing to click "send."

Task automation isn’t just about saving time, though it definitely does that. It also reduces the risk of things slipping through the cracks. Fewer manual steps means fewer human errors, especially in fast-moving projects or across larger teams.

And the best part? You don’t need a technical background to make it work. With the right workflow management software, task automation can be as simple as setting rules or dragging and dropping steps into place.

## Why Task Automation Helps Teams Work Smarter
Most teams don’t need more hours in the day; they just need to spend less of that time on tasks that don’t need to be done manually.

That’s where task automation makes a real difference. It helps your team cut down on repetitive actions that slow things down, whether that’s assigning the same task to multiple team members, nudging someone about a deadline, or copying information between tools. These tasks might seem small, but they interrupt focus, create friction, and lead to lost time across the board.

Automating these steps does more than saving time, though. It also improves accuracy. When you automate a recurring task or set up a rule for how something should be handled, you eliminate the possibility of someone forgetting a step or entering the wrong detail. Fewer human errors means a more reliable workflow, especially when projects start moving fast.

Additionally, it helps with visibility. Instead of relying on someone to manually update a spreadsheet or notify the next person in line, the system keeps everyone informed in real time. That kind of consistency makes it easier to stay aligned and to trust the process.

On top of that, automation helps you streamline workflows without constantly reinventing how your team works. When your [task management tool](https://wedo.com/blog/how-to-choose-the-right-task-management-tool-for-your-team) handles the handoffs, reminders, and follow-ups, your team can focus on the parts of the work that actually need their attention.

It’s a small shift, but it adds up quickly. Over the course of a week, a month, or a quarter, automating just a few high-frequency tasks can give your team hours back, without changing how they collaborate.

## Where Task Automation Actually Helps
If you’re trying to figure out where task automation fits into your workflow, here’s the simplest rule: start with anything you find yourself doing more than once.

![Infographic titled "Tasks You Should Automate First," showing six icons with labels around a central star icon. The tasks include: "Assigning follow-ups after meetings," "Notifying the next person when a task is completed," "Sending deadline reminders," "Copying information between tools," and "Recreating recurring tasks.](https://wedo-assets.sos-ch-gva-2.exo.io/tasks_you_should_automate_first_en_3caf641d71.png)

That might mean re-creating the same task every week. Manually assigning the same follow-ups after every meeting. Pinging someone to check if something’s done. Or copying info from one system to another just to keep everyone in the loop.

These are all things that can be automated, and probably should be.
For example, recurring tasks don’t need to be created from scratch each time. You can easily duplicate them, along with the right owner, due date, and notes.

The same goes for post-meeting actions. Instead of taking notes in one place and then creating tasks somewhere else, you can connect the two. With a tool like WEDO, tasks can be created and assigned in real time while you’re still in the meeting. The task is then displayed in the minutes of your meeting, as well as in subsequent meetings, so you can track its progress automatically. No extra steps, no follow-up reminders needed.

Notifications can also run on autopilot. You can set up alerts for when a task is created or completed, when a deadline is modified, or when the next person needs to step in. That way, your team stays in sync without having to constantly check in.

Then, there’s the copy-paste work, like repeating the same info across tools or forms. That’s where automation can step in to save time, reduce human errors, and make your task management system way easier to manage.
None of this has to be complicated. You’re not rebuilding your entire process. You’re just removing friction from the parts that don’t need to be done manually anymore.

## How to Build Automation Into Your Workflow Without Making a Mess
Once you’ve decided what you want to automate, the next challenge is making sure it actually works inside your existing setup and doesn’t break everything else.

Here’s where a little structure goes a long way.
### 1. Map your workflow first
Before you start clicking through automation options, take a few minutes to sketch out how the task actually moves from start to finish. Who creates it? When? What happens next? Who needs to be notified?
This step helps you spot bottlenecks, duplicate effort, or unnecessary steps, all things you don’t want to accidentally lock into your automated process.

### 2. Use automation to replace clicks, not decisions
Good automation replaces steps your team shouldn’t have to do manually, such as assigning repeatable tasks, defining the schedule, sending reminders, or supplying the necessary documents, not work that requires context or judgment.

If you need a human to stop and think, don’t automate that part. Focus on the parts that are already following the same steps every time.

### 3. Keep your automations visible
One of the biggest mistakes teams make is setting up automations and then forgetting they exist. If someone changes a workflow and doesn’t realize there’s automation tied to it, you can end up with duplicated tasks, skipped steps, or worse.

Make sure your workflow management tool logs automated actions clearly. Team members should be able to see what was triggered, when, why, and by whom, ideally right in the task history or timeline. The goal is to make your system more responsive, less manual, and not more fragile.

## How WEDO Helps You Automate and Work Smarter
You don’t need to overhaul your entire system to start using automation. WEDO is designed to fit into how your team already works, while helping you simplify and streamline everyday processes.

Here’s how it supports automation in a way that’s actually usable, even for non-technical teams.

![how-WEDO-helps-your-team-automate-smarter-en.png](https://wedo-assets.sos-ch-gva-2.exo.io/how_WEDO_helps_your_team_automate_smarter_en_5ee2f67683.png)

### 1. Automate task creation from meetings
WEDO makes it easy to assign tasks in real time while you’re running a meeting. Instead of taking notes in one tool and creating tasks in another, you can assign action items on the spot, with deadlines, owners, and context included. These tasks are then automatically placed in the appropriate workspaces and task lists, and are tracked in your meeting minutes and subsequent meetings, keeping everything connected without extra steps.

### 2. Streamline recurring processes with checklist templates
For recurring workflows, WEDO’s [checklist templates](https://wedo.com/features/checklists) are a game-changer. Instead of manually recreating the same set of tasks each time, you can build standardized templates for processes like onboarding, quality checks, or event planning. Tasks are automatically assigned with the right owners, due dates, and documents, ensuring consistency without extra setup. You can even track checklist progress in real time to ensure everything stays on course.

### 3. Keep your project plans updated with Gantt automation
With WEDO’s new [Gantt chart feature](https://wedo.com/features/project-management), you don’t have to manually update project timelines. Any action taken on a task, like changing a start date, marking a task complete, or adjusting deadlines, is automatically reflected in the Gantt view. This keeps your project schedules accurate without double entry or manual adjustments, making it easier to manage dependencies and maintain momentum.

### 4. Reduce manual follow-ups
With WEDO, task statuses and ownerships are always visible to the right people. That means fewer check-ins, fewer status meetings, and less time spent chasing updates. Everything stays synced in real time, across your team’s workspaces and meetings.

### 5. Simplify your workflow without writing rules
You won’t find a complex rules engine buried in WEDO. Instead, automation is clean, usable, and built around your team’s real actions, and no coding or setup headaches are required. Assignments, follow-ups, recurring tasks, and project tracking happen in the background, letting your team stay focused on work that matters.

And because WEDO combines [task management](https://wedo.com/guides/the-ultimate-guide-to-task-management-strategies-tools-and-best-practices), meeting documentation, checklists, and project planning in one platform, you don’t need five different tools to make automation work. It’s already built into your workflow.

## Conclusion
Manual work has a way of creeping into every corner of your workflow. A few extra clicks here, a missed follow-up there, and suddenly your team is spending more time managing tasks than actually completing them. Task automation helps clean that up. It removes the repetitive steps that don’t need to be handled manually and keeps your processes running smoothly in the background.

WEDO gives you the tools to make that shift without overcomplicating your setup. From real-time task creation during meetings to recurring workflows and built-in collaboration features, it’s designed to support teams that want to simplify how they work, not add more to their plate.
Want to see it in action? [Start your WEDO free trial](https://wedo.com/signup) today.

Learn how task automation helps streamline workflows, reduce manual work, and improve team productivity with WEDO’s smart collaboration tool.

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Task Automation: What It Is and How It Helps Your Team Work Smarter


The Swiss data protection landscape has undergone significant changes in recent years. In response, **WEDO SA** has carried out a **comprehensive revision of its contractual framework** to align with current legal obligations.

This initiative is designed to **remove legal barriers** for our clients—especially **cantonal and municipal public entities**—so they can use our services **without needing to request contract modifications**.



## Evolving Legal Context

Switzerland’s **new Federal Act on Data Protection (nFADP)** came into effect on **September 1, 2023**, introducing enhanced rights for individuals and stricter obligations for organizations.

In parallel, **most Swiss cantons have revised their own data protection laws**. At the time of writing, **only the canton of Vaud** has yet to update its legislation. These regional laws often include **specific requirements for IT providers** working with public entities.

---

## Why We Updated Our Documentation

Our goals were to:

- **Remove legal friction** for customers outsourcing data processing to WEDO.
- **Ensure alignment** with new cantonal legislation, beyond just the federal level.
- Provide a **standardized, legally robust, and user-friendly** contractual framework.



## What Has Been Updated?

### 1. Data Processing Agreement (DPA)

Our DPA has been **completely redesigned**:

- It now **fully incorporates cantonal requirements**, including rules around professional secrecy and data transfers.
- It is **ready to use by public sector entities** without needing further adjustments.
- It includes robust commitments around **security, confidentiality, subcontracting, and data subject rights**.

### 2. Privacy Policy

Now limited to **our website (www.wedo.com)**, this policy clearly outlines data processing related to web navigation and marketing interactions.

### 3. Terms of Use

Updated to ensure **consistency with our new DPA and privacy practices**.


## Key Features of the New DPA

- Clear clauses around **subcontracting and subprocessors**
- Compliance with **legal secrecy obligations** (e.g., professional or official secrecy)
- Provisions on **cross-border data transfers**
- Commitments to **data breach notifications**
- Enhanced **security clauses** and **data subject rights**, including a **contractual audit right**


## What This Means for You

- **Time-saving**: No need to request additional amendments
- **Legal assurance**: Fully compliant with federal and cantonal laws
- **Clarity and simplicity**: The documents are robust yet easy to understand


## Special thanks to YB Conseils & Solutions Sàrl

We would like to warmly thank [**YB Conseils & Solutions Sàrl**](https://www.yb-cs.ch/), a legal firm specializing in technology law based in **Bulle, Switzerland**, for their expert guidance throughout this process. Their support enabled us to meet complex legal standards while keeping our documentation accessible and transparent.


If you have any questions or would like to learn more, feel free to contact us at [info@wedo.com](mailto:info@wedo.com) or consult our updated legal documentation via our [Trust Center](https://trust.wedo.com/).

*— The WEDO Team*

WEDO SA has carried out a comprehensive revision of its contractual framework to align with current legal obligations.

A graphic showing legal documentation that meets new regulatory requirements

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WEDO Updates Its Legal Documentation to Meet New Regulatory Requirements

In the fast-paced world of administrative management, executive assistants play a crucial role. The Swiss army knives of any organization juggle many tasks and deadlines while supervising those of others. Faced with these challenges, they often find themselves overwhelmed by routine, repetitive responsibilities. We immersed ourselves in the daily lives of 6 executive assistants who use the WEDO platform to understand the workings of their organization, the challenges they face, and the tools they have put in place to facilitate their management.

According to our study, the most time-consuming tasks for executive assistants revolve mainly around administrative functions. These activities, while necessary, tend to monopolize a significant proportion of their working time, preventing them from concentrating fully on more crucial aspects of their role, such as operational and strategic development.

Among the most time-consuming tasks in their job descriptions, the executive assistants surveyed identify the following:

**1. Meeting preparation:** preparing agendas and presentation documents, taking and sharing minutes, following up on decisions and tasks delegated at meetings,

**2. Diary management and meeting organization:** planning and coordination of appointments, team meetings, and conferences, taking care to avoid scheduling conflicts,
**3. Document preparation and management:** drafting, proofreading, and organizing important documents such as reports, presentations, correspondence and contracts,

**4. Project coordination:** managing and following up on specific projects, liaising between different departments, and meeting deadlines.

Internal and external communications, administrative support, and human resources management closely follow those.

## How to lighten the administrative load for an executive assistant?

When asked what tools were used to monitor collaboration before WEDO was integrated, the most common programs were Outlook, Word (for taking minutes), and Excel. However, these tools had significant limitations. Respondents reported difficulties related to the cross-functionality of information between different team members. For example, these tools were not conducive to **active, real-time collaboration when taking PVs**, making this task often cumbersome and time-consuming, and necessitating numerous round-trips. The systematic use of e-mail to distribute these documents wasted considerable time without guaranteeing effective communication.

Furthermore, the limited nature of these tools prevented efficient tracking of tasks and projects. Users faced significant challenges maintaining a clear, up-to-date overview of projects. In short, although these tools are widespread and familiar, their use in team collaboration and project management needs to be improved.

This situation underlines the importance of cross-functional tools and solutions to lighten the administrative workload. With the implementation of WEDO, the executive assistants surveyed were able to optimize their administrative processes.

### 1. Meeting preparation and management

![computerized agenda for real-time note-taking](https://wedo-assets.sos-ch-gva-2.exo.io/reunion_ENEN_aad2ef7f0e.png)

One of the most time-consuming aspects of the job is the preparation of meetings. With WEDO, executive assistants benefit from automated management and considerable time savings in preparation and follow-up. The platform enables uniform management of minutes, clear distribution of post-meeting tasks, and automatic tracking of topics from one session to the next. Users report an average time saving of 55% for these tasks.

![save time spent on meetings](https://wedo-assets.sos-ch-gva-2.exo.io/55_ENEN_83c8604c19.png)

WEDO's meeting module lets you integrate blocks of paragraphs, tasks, file attachments, personal notes, votes and signatures, among others.

![testimonial Regula Oberdorfer](https://wedo-assets.sos-ch-gva-2.exo.io/Regula_Oberdorfer_ENEN_1a54d3c30f.png)

### 2. Project management and task tracking

![efficient task management](https://wedo-assets.sos-ch-gva-2.exo.io/tasks_ENEN_be99588a59.png)

Project management and tracking represent another major challenge. WEDO simplifies this task by offering clear delegation possibilities, the creation of checklist templates to standardize processes, and real-time task tracking. This leads to better prioritization and more efficient day-to-day management.

![testimonials Aline Volery and Nicole Thalmann](https://wedo-assets.sos-ch-gva-2.exo.io/testimonials_Aline_et_Nicole_ENEN_11a8dc6cff.png)

### Use case: facilitating HR processes and the transmission of specifications

When executive assistants are involved in HR processes, the integration of WEDO proves to be a major asset. The platform makes it possible to standardize on-boarding and off-boarding procedures by means of specific checklists. These checklists, drawn up for each stage of the process, automatically assign the relevant tasks to the team members concerned. This method ensures structured, efficient management of personnel transitions, eliminating the operational uncertainties often associated with the question "What steps should I take?".

By simplifying these processes, WEDO not only eases the workload for HR managers, but also contributes to a clear, documented handover of tasks and knowledge from one employee to the next.

![simplified hr processes](https://wedo-assets.sos-ch-gva-2.exo.io/Modeles_checklists_ENEN_fdf58af70f.png)

One of the decisive advantages of WEDO, highlighted by our management assistants, is the ease with which recruitment interviews can be documented in real time. Each exchange can be recorded directly in a standardized (and customized if required) agenda, enabling these interactions to be saved methodically and instantaneously.

### 4. Transmission of information

WEDO lets you link documents to tasks or meetings, ensuring that all the necessary information is in the right place. Global search makes it easy to retrieve documents, and to find a specific file based on a keyword found in the PDF file.

In terms of communication, WEDO users particularly appreciate the immediate visibility of entries and the ability to restrict access to certain information.

![Alexandra Locher](https://wedo-assets.sos-ch-gva-2.exo.io/Alexandra_locher_ENEN_e53527e95c.png)

**We asked our users to rate the platform on a scale of 1 to 10, to qualify the positive impact WEDO has on their daily tasks.**

![Best collaborative software for executive assistant productivity and organizations](https://wedo-assets.sos-ch-gva-2.exo.io/preparation_reunion_note_ENEN_1_d92c7629a1.png)

![Alicia Aubert](https://wedo-assets.sos-ch-gva-2.exo.io/Alicia_Aubert_ENEN_5d3644b8f7.png)

Executive assistants can greatly ease their workload by equipping themselves with a collaborative platform. Do you have any questions or doubts about WEDO's compatibility with your needs? We'll be happy to give you a short 30-minute demonstration.

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In the fast-paced world of administrative management, executive assistants play a crucial role. The Swiss army knives of any organization juggle many tasks and deadlines while supervising those of others

an executive assistant overwhelmed by work and demands

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Making daily life easier for executive assistants

Held once a month, quarter, or half-year, as required, these privileged meetings provide a confidential and open communication space, encouraging in-depth discussion of individual and collective objectives. They create a valuable opportunity to discuss each employee's specific challenges and needs, fostering better mutual understanding. Moreover, these meetings provide a framework for recognizing individual achievements and contributions, reinforcing a sense of accomplishment and belonging to the team. Thanks to these personalized exchanges, bilateral meetings contribute to more effective personnel management, more focused professional growth, and solid, fulfilling working relationships.

## Key topics for a bilateral meeting

During a bilateral meeting between a team leader and an employee, several key topics must be addressed to ensure effective communication and optimal management. Here are some of these topics:

### 1. Ongoing assessment
Discuss objectives for the current period and assess progress and results achieved. Identify successes and areas requiring further attention.

### 2. Professional Development
Explore opportunities for employee development, training, and professional growth. Identify skills to be strengthened and possible progression paths.

### 3. Feedback
Exchange constructive feedback on work performed, highlighting strengths and addressing areas for improvement. Encourage open dialogue to stimulate continuous learning.

### 4. Needs and Challenges
Allow employees to express their needs regarding resources, assistance, or support to accomplish their tasks. Discuss possible obstacles and find solutions together.

### 5. Work-Life Balance
Address workload-related issues, stress levels, and work-life balance. Identify measures to support employee well-being.

### 6. Projects and Initiatives
Discuss future projects, new initiatives, and potential employee contributions. Encourage active participation and creativity.

### 7. Management feedback
Offer employees the opportunity to share their feelings about management, work methods, and team communication. Foster an environment of trust and continuous improvement.

### 8. Focus on Vision
Ensure that the employee understands and adheres to the team or company's overall vision, values, and goals.

### 9. Resources and Support
Identify the resources required for the associate's success and ensure that he/she has the proper support to carry out his/her tasks.

### 10. Long-Term Planning
Examine longer-term perspectives and discuss the employee's career aspirations and how these align with team or organizational goals.

_"Enabling discussions in bilateral meetings, in a more intimate way and with a long-term vision, brings a notable benefit to the employee's career in the company. It makes them feel valued, heard and recognized above all. Setting clear, long-term objectives is a real motivator for them."_

**Marie Rudaz-Jaeggi**, *[AmbitionSuccess.ch](http://ambitionsuccess.ch/)* - MORGES

Team leaders and employees can establish fruitful collaboration, foster professional development, and maintain a positive working climate by addressing these topics regularly and in-depth at bilateral meetings.

## Use WEDO to keep track of your bilateral meetings!

![1_1 ENFR.png](https://wedo-assets.sos-ch-gva-2.exo.io/1_1_ENFR_78b8a89537.png)

With WEDO, you can prepare your agenda jointly with your manager or colleague. In this way, each participant can prepare the questions or topics to be addressed.

Generally speaking, the agenda items for a bilateral meeting are recurrent. WEDO enables you to set the topics so that they recur from one time to the next to ensure that discussions are followed up and that objectives evolve.

Once completed, the minutes are locked and remain available to both participants for consultation.

::button-primary[Schedule a live demo]{link="/demo"}

During a bilateral meeting between a team leader and an employee, several key topics must be addressed to ensure effective communication and optimal management.

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