How can we help you?

Purpose

The Meeting Notes feature helps you capture ideas, decisions, and action items all in one organized place.  It turns your meetings into momentum by giving every discussion a home: complete with attendees, notes, documents, and follow-up actions.

Whether it’s a daily stand-up, check-in, planning session, review, or retrospective, you can record what matters and keep your team aligned long after the meeting ends. 

Business Case

As a user, you can use Meeting Notes to document discussions, track decisions, and assign follow-ups so that your team stays accountable, informed, and connected between meetings.

From this feature, you can:

• Create structured meeting notes for different meeting types.

• Add attendees so everyone stays in the loop.

• Set visibility make notes public (for everyone) or private (for meeting members only).

• Record decisions and action items with clear owners and due dates.

• Attach documents or links to support your notes.

• Email notes directly to attendees when saved.

By keeping all meeting details in one place, you can turn conversations into clear outcomes and keep your projects moving forward. 

Overview

From the Overall Performance View, click the Meeting Note icon on the dashboard.
A drawer will open where you can view, create, or manage your team’s meeting notes.

Important: Meeting Notes cannot be created at the Company Level you’ll need to navigate to the Portfolio, Enterprise, Team of Teams, or Team Level to create one.

Once inside, you can:

• Add a title and meeting type (Daily Stand-up, Check-In, Planning, Review, or Retrospective).

• Add attendees from your team.

• Choose Public or Private visibility:

  • Public: Everyone in the company can read the note.

  • Private: Only meeting attendees can access it.

You can also take Decision Notes, assign Action Items with an owner and due date, and attach Documents or Links under the Documents tab.

When you’re done, click Save and choose whether to send the note as an email to all attendees, or just save it privately for later reference. 

How to Create a Meeting Note

1. Go to Overall Performance View and click the Meeting Note icon on the right-hand side.

   

2. Navigate to a Level (Portfolio, Enterprise, Team of Teams, or Team) you cannot create a note at the Company Level.

3. Click “Add Note.”

   

4. Enter Meeting Details:

   • Add a title and choose a meeting type (Daily Stand-Up, Check-In, Planning, Review, Retrospective).

5. Add Attendees:

   

• Select your team members or participants.

1. Choose Visibility:

   

   • Set the note as Public (visible to everyone) or Private (visible only to attendees).

2. Add Details:

   

• Use the Decision tab to record decisions.

• Use the Action Items tab to assign owners and due dates.

• Use the Documents tab to attach supporting files or links.

3. Save the Note:

• Click Save to store it, or Save & Email to automatically send it to all attendees.

Summary

The Meeting Notes feature transforms every discussion into organized, actionable insights. 
With built-in structure for decisions, action items, and documentation plus instant email sharing your team can collaborate smarter, follow through faster, and never lose track of what’s next.

So go ahead click that Meeting Note icon, capture the moment, and turn your meetings into measurable progress!