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Capturing Notes in the Minutes - new UI

Use Note feature to capture general discussion points during your board meeting

Mike Patterson avatar
Written by Mike Patterson
Updated over 3 weeks ago

Minutes should capture the key discussions and reasoning behind board decisions without recording every word said.

The Note feature lets you document essential points under each agenda item to support transparency and context.

How to Add a Note:

  1. Click on the agenda item you want to add a note to.

  2. Select Note to enter your content.

In the Note box, you can summarise what was discussed and what happened during the meeting, providing valuable context for both attendees and those who weren’t present. You can add multiple notes to each agenda item as needed.

Notes may include:

  • A summary of issues discussed and any related responses, decisions, or actions

  • How matters raised by the board have been addressed

  • Changes to arrangements, circumstances, situations, or declared interests

  • Records of reports or documents included in board papers or tabled at the meeting

  • A summary of any presentations made during the meeting

Editing a Note

To make changes to a note:

  • Click directly on the note to open it, or use the context menu (three dots) on the right-hand side

  • From the menu, you can edit the note, move it up or down, shift it to a different agenda item, or delete it

  • Use the formatting toolbar at the top of the note to add links, icons, highlight text, or format your content as needed

    Helpful hint: Are you looking for a spell-checker? Try Grammarly Free


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