All User Resources (Indigo: V3)
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  3. All User Resources (Indigo: V3)

Add and manage notes within a discussion point

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

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

Navigate to Apps > Meetings.

  1. Go to My Meetings and select a meeting.

Perform the following actions:

Task

Steps

Add a note

 2. Click Add note under a discussion point.

 3. Enter your note and click Save.

Set note visibility

When adding a note, select its visibility settings.

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

Manage a note

After adding a note, manage it if required.

  • Hover over a note and click the Edit edit grey-2 icon to modify it or the Delete  Delete Greyicon to remove it.

You can add multiple notes under a discussion point and include relevant links within a note.