Adding minutes

After you configure your minutes, you can further edit your sections, edit and add content, and record attendance.

Note

  • The structure of minutes document will depend on the Import type you selected when configuring your minutes.

  • If you imported the tab structure from a book, sections with names corresponding to book tabs will be present. If you created minutes from scratch, one New Section will be present.

  • All edits are saved automatically. The date and time of the last auto save is displayed at the top of the screen next to the minutes title.

  1. To edit your minutes, go to the Editor tab.

  2. To edit a section title, select the title field.

    Exit the title field to save the change.

  3. To add minutes to a section, go to Start typing here or edit existing content.

    Several formatting options are available for minutes text, which work similarly to standard word processor formatting functions. Select a formatting option to apply it to text.

    Note

    Keyboard shortcuts can be used for bold (Ctrl + B), italic (Ctrl + I), and underline (Ctrl + U) formatting.

  4. To add a new section to your minutes, select Add section.

  5. To collapse a section, select the arrow icon near the section title.

  6. To add an action to a section you are working on, select Add action.

    For more information about actions, go to Adding an action to minutes.

  7. To leverage the Minutes AI capability, select Change notes to minutes.

    Your notes will be converted to minutes.

    Note

    AI-generated minutes may contain inaccuracies so it is important to review the content, as it may require further editing.

  8. To move a section, select and hold the drag icon to the right of the section header, and move up or down to the preferred location.

  9. To delete a section, select the delete icon .

  10. To record attendance go to the Attendance tab.

    For more information attendance, go to Record meeting attendance.

  11. To export details of your minutes, select Export and select your preference from the menu.

  12. To change the status of your minutes from draft, go to Draft and select your preferred status from the menu.