Minutes should capture the key discussions and reasoning behind board decisions without recording every word said.
The Note feature allows you to document essential points under each agenda item to support transparency and context.
Add a Note
Click the agenda item you want to add a note to.
Select Note to enter your content.
3. In the Note box, summarise what was discussed and what happened in the meeting
This provides valuable context for both attendees and those who were not 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 select the context menu (three dots) on the right-hand side.
2. From the menu, you can:
Edit the note
Move it up or down
Move it to a different agenda item
Delete it
3. Use the formatting toolbar at the top of the note to add links, highlight text, insert icons, or format your content.
Helpful hint: Are you looking for a spell-checker? Try Grammarly Free