How to use Meeting Notes
Meeting Notes keeps your meeting write-ups, attendees, and follow-up action items together so nothing falls through the cracks.
Enable it
Owners turn this on from Admin -> Module Store -> find Meeting Notes -> toggle on.
Where to find it
Once enabled, members open it at /meeting-notes from the community navigation.
What you can do
- Click New meeting to add a note: enter the title, date, status (draft or published), comma-separated attendees, and the notes body.
- Add one or more action items to a note, each with a task description and an assignee.
- Filter the list by all, published, or draft.
- See summary stats at the top: total notes, notes this week, total action items, and completed action items.
- Expand a note to view and check off its action items.
Related
- The Module Store (Admin -> Module Store)