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Meeting Notes

Take notes during meetings with automatic event linking.

Accessing Meeting Notes​

  1. Click any calendar event
  2. Go to the Notes tab
  3. Start typing

Notes are automatically linked to the meeting.

Features​

Meeting notes include:

  • Full rich text editor
  • Slash menu for blocks
  • Auto-save
  • Action items with /task

Creating Action Items​

During a meeting, type /task to create an action item:

  1. Type /task Buy supplies
  2. Press Enter
  3. Task is created and linked to meeting

Action items appear in the Action Items section at the bottom.

Finding Meeting Notes​

Meeting notes appear in:

  • The calendar event (click to view)
  • Notes view (filtered by meeting type)
  • Project view (if assigned to a project)

Assigning to Projects​

Link meeting notes to projects:

  1. Open the meeting
  2. Click Project dropdown
  3. Select the project
tip

Create action items during the meeting so nothing falls through the cracks.