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Overview

The Meeting Notes feature provides a centralized place to capture discussions, decisions, action items, and supporting documentation from your team's meetings. Whether you're conducting a Daily Stand-Up, Check-In, Planning Session, Review, or Retrospective, Meeting Notes helps ensure important information is documented, shared, and easily accessible.

Meeting Notes allows teams to record key outcomes, assign follow-up actions, and maintain a historical record of conversations that support ongoing work and decision-making.

Key Features

• Create structured notes for multiple meeting types.
• Add attendees to track meeting participation.
• Record important decisions and outcomes.
• Create and assign action items with owners and due dates.
• Attach supporting documents and links.
• Control visibility using Public or Private settings.
• Email meeting notes directly to attendees after saving.
• Maintain a searchable history of team discussions and decisions.

Benefits

Meeting Notes helps teams:

• Improve accountability by assigning clear action owners.
• Preserve important decisions and meeting outcomes.
• Keep team members aligned on priorities and next steps.
• Reduce the risk of losing critical information.
• Provide transparency and visibility across ongoing initiatives.
• Create a single source of truth for meeting documentation.

By capturing discussions, decisions, and follow-up actions in one location, Meeting Notes transforms conversations into actionable outcomes and helps teams stay aligned, organized, and productive.

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