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. You can also export notes as required.

Navigate to Apps > Meetings.

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 icon to modify it or the Delete icon to remove it.

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

Export notes

You can export notes added to a pinned discussion point.

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