Meeting notes

Create meeting notes

1. 1

   Click "Calendar" in the switch at the top of the sidebar

2. 2

   Click "New meeting notes"

3. 3

   Type the meeting name, then click the gray date or time after the name to change when the meeting is

If you've connected a calendar, click one of its events on the calendar page to open notes for that event. Clicking the same event again always brings you back to the same page.

On the notes page

The meeting's notes sit in the box under the title. Link a client and project at the end of the "Notes" bar. Below the box you can write anything else for the page. Both parts save automatically and support blocks from the / menu, just like note pages.

Turn items into tasks

1. 1

   Write action items as a to-do list: type / and choose "To-do list"

2. 2

   Hover the line and click the drag handle beside it to open the block menu

3. 3

   Choose "Convert to task"

The line becomes a link to a new task with the status "To do", linked to the same client and project as the notes. Tick the task in your notes and its status updates too.