Overview
Meeting notes are used as official minutes of meetings, record attendance and to assign actions.
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Accessing Meeting Notes for a Project
- You can access the Meeting notes for a project by navigating to the "Meeting Notes" shortcut in the left hand menu on any page in the space:
- A list of meeting notes is shown in chronological order (newest first):
- You can click on an individual page to view the notes of the meeting
Creating Meeting Notes
- You can also click the "Create Meeting Note" button to create a new meeting note
- Select "Meeting Notes"
- Click Create
- The Meeting Notes template is shown ready for you to fill out the details:
- Edit the new Meeting Note
- Click Save
- Your new meeting note page then appears at the top of the list of meeting notes
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Click on one of the gray highlighted areas in the page to overwrite the help text and quickly edit your meeting notes |
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