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. You can also export notes as required.

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.

Export notes

You can export notes added to a pinned discussion point.

1. Hover over the pinned discussion point, click the List icon on the right to view the notes history.
2. Click Export at the top right to download the pinned discussion point along with its notes.
3. Click Summarise. Marissa AI generates a summary of all notes within the pinned discussion point.
4. Click Regenerate to update the summary if participants modify the notes.
5. Export the updated summary as required.