How to add notes to a meeting

Make a note of in-person comments made during your meeting

McKenzie avatar
Written by McKenzie
Updated over a week ago

The Notes feature allows you to record in-person comments made during a meeting, and associate them with a meeting, rather than keep them on paper or in external files.

You can also incorporate these in-person comments to include in your results for reporting purposes. These Notes will populate as private comments in the Comments tab along with any other comments that were submitted.

First, you'll need to set up your meeting or event.

Head to the Meetings & Offline tab, find your meeting, and click Notes below your meeting:

Select + New Note, & the Add Event Note window will popup:

Here you can add any additional comments or sentiments that were heard in-person at the meeting, or written on comment cards, whiteboards, etc. It's best practice to add a separate note for each comment, and click Save Note.

You'll see your note added to the Notes tab, and you can edit or remove the note on hover:

All event notes will populate in the Comments tab as private comments.

On the Comments tab, click the name of the meeting in the left-hand column to see all Notes (which will be displayed as comments) associated with the meeting.

Check out the other meeting tabs:

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