Taking meeting notes

During the meeting, the note taker can enter discussions and decisions for individual topics as well as the entire meeting. Discussions and decisions are collectively called notes.

All notes entered are immediately visible to all attendees of the meeting and will be included in the meeting minutes. As such, they are a great way of recording who said what during a meeting. In addition, notes are used in several dashboard reports (if this feature is used; for more information, see "Working with dashboards"), and the more accurate your notes, the better your dashboard reports.

You can add several decisions for each topic.

If the meeting belongs to a meeting series, the note taker can also assign topic statuses during the meeting. For more information, see "Using topic statuses".

Customizing the screen layout

The note taker can customize his or her meeting workspace to make it easier to work with notes:

Click the appropriate button at the top right of the meeting workspace to select if there should be two or three columns in the meeting workspace.

When three columns are selected, the note editor is positioned to the right of the note card.

These settings only apply to the note taker's meeting workspace and do not affect those of other attendees.

Entering notes

Select the topic that the note applies to on the agenda.

If you are both host and note taker, selecting a different topic than the one currently being discussed will update the topic pane for all attendees, in effect switching to a different agenda topic. For more information, see "Navigating from topic to topic" in "Hosting a meeting".

On the drop-down in the note editor, select Discussion if the note is a general note applying to all attendees, select the name of an attendee if the note applies to just this attendee, or select Decision if entering a decision for the topic.

You can also enter a decision by clicking Decision and entering the decision as described below.

Enter the note text.

(Optional) Format the note text using the buttons at the top of the note editor.

Instead of clicking the Bold, Italics and Underline buttons, you can use the keyboard shortcuts Ctrl + B, Ctrl + I and Ctrl + U.

(Optional) Add a hyperlink by clicking the Link button  and entering the name and URL of the link in the dialog that opens.

Click Save to save the note.

You can enter several decisions for the same topic.

Editing a note

Click the note to be edited.

Edit and save the note in the note editor.

Moving a note

You can move a note up and down on the note card, or move it to another topic, using drag and drop.

Click the note to be moved, hold down the mouse button, and drag it to the desired location: further up or down on the note card for the current topic, or to a different topic in the agenda.

A blue box shows where the note will be located when you release the mouse button. In the example below, a note is being moved up so that it appears at the top of the note card for the same topic.

In the example below, a note is being moved from one topic to another one (Why an external audit, highlighted in blue).

Release the mouse button to move the note to the selected location.

Deleting a note

Click the red cross next to the note to be deleted.