Add and manage notes within a discussion point

Notes help capture key details, decisions, and action items within a discussion point. They ensure important information is documented, keeping meetings organized and improving follow-ups. Employees, managers, and admins can add and manage notes to enhance clarity and collaboration.

They can also set note visibility to control who can view them, ensuring confidential information is accessible only to authorized participants.

Navigate to the Candy  Box on the left pane and select Meetings.

Add notes

You can add one or many notes within a discussion point and insert relevant links to it.

1. Go to My Meetings on the left pane and click a meeting.
2. Click Add note for a discussion point.
3. Type the note and click Save.

Manage notes

After adding notes, you can manage the ones that you create if required.

Hover over a note and click the Edit Icon to modify it or Delete Icon to remove it.

Set visibility

When adding a note, choose to keep it private or make it visible to all participants.

Click the drop-down on the right, select Private to You or Visible to all participants, and click Save.